401(k) · DOL Form 5500 · 2023

Barlow, Garsek & Simon, LLP 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
9
Participants Small participant base
34th
Percentile by assets National rank
$293,736
Avg per participant High balance/head
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Official DOL plan name: Barlow, Garsek & Simon 401(k) Plan · Sponsored by Barlow, Garsek & Simon, LLP · Texas · Professional & Technical Services

$3M in assets, 9 participants

Barlow, Garsek & Simon, LLP's Barlow, Garsek & Simon 401(k) Plan reported $3M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 34th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,211 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Barlow, Garsek & Simon 401(k) Plan holds $3M for 9 participants - about $293,736 per participant, in the lower half of filed plans by assets.

#6,211
in Professional & Technical Services (20,321 peers)
-3.7%
assets change YoY

The plan reported a net loss of $101K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Barlow, Garsek & Simon 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Barlow, Garsek & Simon 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,643,623 34th percentile higher than 34% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Barlow, Garsek & Simon 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Barlow, Garsek & Simon 401(k) Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Barlow, Garsek & Simon 401(k) Plan reported net income rose from -$773K in the plan year 2022 filing to -$101K in the plan year 2023 filing.
  • Barlow, Garsek & Simon 401(k) Plan reported participants fell from 14 in the plan year 2022 filing to 9 in the plan year 2023 filing.
  • Barlow, Garsek & Simon 401(k) Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 320118555 · Barlow, Garsek & Simon, LLP PY 2023 · 401(k)

Barlow, Garsek & Simon 401(k) Plan · $3M · 9 · 34th

  • SCH $3M
  • SCH 9
  • SCH 34th
  • SCH 401(k)
  • SCH near Workwell Physical Medicine, Inc. 401(k) Profit Sharing Plan
  • SCH ind #6211

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Texas →

Barlow, Garsek & Simon 401(k) Plan in the asset neighbourhood

Barlow, Garsek & Simon 401(k) PlanBarlow, Garsek & Simon 401(k…$3MWorkwell Physical Medicine, Inc. 401(k) Profit Sharing PlanWorkwell Physical Medicine, …$3MCare Hawaii, Inc. 401(k) Retirement Savings PlanCare Hawaii, Inc. 401(k) Ret…$3MHoffman Accountancy Corporation 401(k) Profit Sharing PlanHoffman Accountancy Corporat…$3MLP Operations, Inc. 401(k) PlanLP Operations, Inc. 401(k) P…$3M
End-of-year total assets ($M) among Barlow, Garsek & Simon 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$101K
Employer EIN320118555
Plan Effective Date2004-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barlow, Garsek & Simon, LLP)

Sponsor-wide plan assets over time

All Barlow, Garsek & Simon, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$3M 1.4476950619451874% vs 2022
2024 filing year
$2.6M$2.65M$2.7M$2.75M$2.8M 202220232024 $2.74M $2.78M ▲ +1.5%
Year Plans Participants Total Assets
2022 1 14 $3M
2023 1 9 $3M
2024 1 9 $3M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Barlow, Garsek & Simon 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Barlow, Garsek & Simon 401(k) Plan, Total assets ($B): 0.002643623 · Participants: 9Barlow, Garsek & Simon 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Barlow, Garsek & Simon 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Barlow, Garsek & Simon 401(k) Plan side-by-side with 3 peers →

Barlow, Garsek & Simon 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Workwell Physical Medicine, Inc. 401(k) Profit Sharing Plan in PA ($3M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Barlow, Garsek & Simon 401(k) Plan assets move in 2023? ▼
Barlow, Garsek & Simon 401(k) Plan edged down modestly - down 3.7% during 2023, from $3M to $3M. Reported net income was -$101K.
How have Barlow, Garsek & Simon, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barlow, Garsek & Simon, LLP's sponsor-wide assets grew 1.4%, from $3M to $3M.
Which 401(k) plans are similar in size to Barlow, Garsek & Simon 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Workwell Physical Medicine, Inc. 401(k) Profit Sharing Plan in PA ($3M, 38 participants).
Which 401(k) plans cover a similar participant headcount to Barlow, Garsek & Simon 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 320118555.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.