401(k) · DOL Form 5500 · 2022

Mengel, Metzger, Barr & Co. LLP 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
179
Participants Small participant base
87th
Percentile by assets National rank
$257,964
Avg per participant Above avg balance/head
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Official DOL plan name: Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan · Sponsored by Mengel, Metzger, Barr & Co. LLP · New York · Professional & Technical Services

$46M in assets, 179 participants

Mengel, Metzger, Barr & Co. LLP's Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan reported $46M in total assets and 179 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #19,035 in Professional & Technical Services (21,562 peers)

Coverage in New York

Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan covers 179 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $46M.

#19,035
in Professional & Technical Services (21,562 peers)
+56.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan's outsized position by total assets

Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$46,175,605 Top 13% higher than 87% of 139,123 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 2022

Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan sits mid-pack in the medium band (179 participants).

Published 5500 schedule card

Filing strip 161092347 · Mengel, Metzger, Barr & Co. LLP PY 2022 · 401(k)

Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan · $46M · 179 · 87th

  • EBSA $46M
  • PART 179
  • TYPE 87th
  • NET 401(k)
  • BOOK near Health Carousel LLC 401(k) Profit Sharing Plan
  • VS-ST ind #19035

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 New York →

Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan in the asset neighbourhood

Parkland USA 401(k) Plan$46MAmerican Psychiatric Association Retirement Savings PlanAmerican Psychiatric Associa…$46MMengel, Metzger, Barr & Co. LLP Retirement Savings PlanMengel, Metzger, Barr & Co. …$46MUniversal Logistics Holdings, Inc. 401(k) PlanUniversal Logistics Holdings…$46MHealth Carousel LLC 401(k) Profit Sharing PlanHealth Carousel LLC 401(k) P…$46M
End-of-year total assets ($M) among Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$46M
Net Income$4M
Employer EIN161092347
Plan Effective Date1986-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mengel, Metzger, Barr & Co. LLP)

Sponsor-wide plan assets over time

All Mengel, Metzger, Barr & Co. LLP plans reported in each filing year

Latest sponsor-wide plan assets
$69M 48.78170193980133% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $46.2M $68.7M ▲ +48.8%
Year Plans Participants Total Assets
2022 1 179 $46M
2023 1 193 $59M
2024 1 207 $69M

Nearby 401(k) Plans in New York

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

Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan, Total assets ($B): 0.046175605 · Participants: 179Mengel, Metzger, Barr & Co. LLP Retirement Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan side-by-side with 3 peers →

Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Health Carousel LLC 401(k) Profit Sharing Plan in OH ($46M); by covered participants it is Texas E.N.T. Specialists, P.a. 401(k) Profit Sharing Plan in FL (179 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($46M here).

Similar participant headcount

Nearest other-state filings by covered participants (179 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan assets move in 2022? ▼
Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan surged - up 56.2% during 2022, from $30M to $46M. Reported net income was $4M.
How have Mengel, Metzger, Barr & Co. LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mengel, Metzger, Barr & Co. LLP's sponsor-wide assets grew 48.8%, from $46M to $69M.
Where does Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Health Carousel LLC 401(k) Profit Sharing Plan in OH ($46M, 3,302 participants).
Which 401(k) plans cover a similar participant headcount to Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas E.N.T. Specialists, P.a. 401(k) Profit Sharing Plan in FL (179 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 161092347.

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.