401(k) · DOL Form 5500 · 2023

Barrow, Hanley, Mewhinney and Strauss, LLC 401(k) Plan

Data updated 2026-08-25

$95M
Total assets Below avg plan size
100
Participants Small participant base
91st
Percentile by assets National rank
$948,586
Avg per participant High balance/head
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Official DOL plan name: Barrow, Hanley Profit Sharing & 401(k) Plan · Sponsored by Barrow, Hanley, Mewhinney and Strauss, LLC · Texas · Finance & Insurance

$95M in assets, 100 participants

Barrow, Hanley, Mewhinney and Strauss, LLC's Barrow, Hanley Profit Sharing & 401(k) Plan reported $95M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,625 in Finance & Insurance (8,869 peers)

Coverage in Texas

Barrow, Hanley Profit Sharing & 401(k) Plan covers 100 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $95M.

#7,625
in Finance & Insurance (8,869 peers)
+13.6%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Barrow, Hanley Profit Sharing & 401(k) Plan's outsized position by total assets

Barrow, Hanley Profit Sharing & 401(k) Plan vs every filed plan by assets

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

$94,858,621 Top 9% higher than 91% 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

Barrow, Hanley Profit Sharing & 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Barrow, Hanley Profit Sharing & 401(k) Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Barrow, Hanley Profit Sharing & 401(k) Plan reported net income rose from -$20M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Barrow, Hanley Profit Sharing & 401(k) Plan end-of-year assets rose from $83M in the plan year 2022 filing to $95M in the plan year 2023 filing.
  • Barrow, Hanley Profit Sharing & 401(k) Plan reported participants rose from 99 in the plan year 2022 filing to 100 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 752403190 · Barrow, Hanley, Mewhinney and Strauss, LLC PY 2023 · 401(k)

Barrow, Hanley Profit Sharing & 401(k) Plan · $95M · 100 · 91st

  • VS-ST $95M
  • BOY 100
  • SCH 91st
  • EBSA 401(k)
  • PART near Delta 401(k) Retirement Plan for Subsidiaries
  • TYPE ind #7625

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 Finance & Insurance retirement plans → · Plans in Texas →

Barrow, Hanley Profit Sharing & 401(k) Plan in the asset neighbourhood

Crst Expedited Inc D/B/a Crst the Transportation Solution Inc Ps 401(k) PlanCrst Expedited Inc D/B/a Crs…$95MBurke Porter Group Retirement and Savings PlanBurke Porter Group Retiremen…$95MBarrow, Hanley Profit Sharing & 401(k) PlanBarrow, Hanley Profit Sharin…$95MDelta 401(k) Retirement Plan for SubsidiariesDelta 401(k) Retirement Plan…$95MBfkn Personal Retirement Plan aBfkn Personal Retirement Pla…$95M
End-of-year total assets ($M) among Barrow, Hanley Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$83M
Net Assets (End of Year)$95M
Net Income$11M
Employer EIN752403190
Plan Effective Date2020-11-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Barrow, Hanley, Mewhinney and Strauss, LLC)

Sponsor-wide plan assets over time

All Barrow, Hanley, Mewhinney and Strauss, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$91M 8.497226845065532% vs 2022
2024 filing year
$80M$85M$90M$95M$100M 202220232024 $83.5M $90.6M ▲ +8.5%
Year Plans Participants Total Assets
2022 1 99 $83M
2023 1 100 $95M
2024 1 104 $91M

Nearby 401(k) Plans in Texas

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

Barrow, Hanley Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Barrow, Hanley Profit Sharing & 401(k) Plan, Total assets ($B): 0.094858621 · Participants: 100Barrow, Hanley Profit Sharing & 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
Barrow, Hanley Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Barrow, Hanley Profit Sharing & 401(k) Plan side-by-side with 3 peers →

Barrow, Hanley Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Delta 401(k) Retirement Plan for Subsidiaries in GA ($95M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 participants); asset peers above are excluded.

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 Barrow, Hanley Profit Sharing & 401(k) Plan assets move in 2023? ▼
Barrow, Hanley Profit Sharing & 401(k) Plan grew at a solid clip - up 13.6% during 2023, from $83M to $95M. Reported net income was $11M.
How have Barrow, Hanley, Mewhinney and Strauss, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barrow, Hanley, Mewhinney and Strauss, LLC's sponsor-wide assets grew 8.5%, from $83M to $91M.
Where does Barrow, Hanley Profit Sharing & 401(k) Plan rank by assets among Form 5500 filers? ▼
Barrow, Hanley Profit Sharing & 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Barrow, Hanley Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Delta 401(k) Retirement Plan for Subsidiaries in GA ($95M, 841 participants).
Which 401(k) plans cover a similar participant headcount to Barrow, Hanley Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (100 participants, $370K 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 752403190.

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.