401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$95M
Total assets
100
Participants
91st
Percentile by assets
$948,586
Avg per participant
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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.

  • 91st percentile by assets (of 127,072 plans)
  • #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.

$95M
total plan assets (2023 EOY)
100
covered participants
91st
percentile by assets (of 127,072 plans)
$948,586
avg assets per participant

Where Barrow, Hanley Profit Sharing & 401(k) Plan sits 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 $2,010,000,000 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

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 →

State
Texas
Industry
Finance & Insurance

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Barrow, Hanley Profit Sharing & 401(k) Plan reports 100 participants - about 15% of that state average ($95M EOY assets).

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)

$80M$85M$90M$95M$100M 202220232024 $83.5M $90.6M ▲ +8.5%
Total plan assets by year, all Barrow, Hanley, Mewhinney and Strauss, LLC plans on file
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 ($B) Participants Barrow, Hanley Profi…, Total assets ($B): 0.094858621 · Participants: 100Barrow, Hanley Profi…AT&T Retirement Savi…, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savi…Exxonmobil Savings P…, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings P…Caterpillar 401(k) S…, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) S…American Airlines, I…, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, I…Dell 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) P… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Barrow, Hanley Profit Sharing & 401(k) Plan by total assets, not by location.

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).

Next read for Barrow, Hanley Profit Sharing & 401(k) P…

Filing takeaways

Ways to act on Barrow, Hanley Profit Sharing & 401(k) Plan's numbers.

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.