401(k) · DOL Form 5500 · 2023

Barry Isett & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
240
Participants Below avg headcount
73rd
Percentile by assets National rank
$87,230
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Barry Isett & Associates Inc 401(k) Ps Plan · Sponsored by Barry Isett & Associates, Inc. · Pennsylvania · Professional & Technical Services

$21M in assets, 240 participants

Barry Isett & Associates, Inc.'s Barry Isett & Associates Inc 401(k) Ps Plan reported $21M in total assets and 240 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,921 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Barry Isett & Associates Inc 401(k) Ps Plan covers 240 participants in Pennsylvania, about 29% of the average Pennsylvania filer (state average ~822 per filing). Assets: $21M.

#14,921
in Professional & Technical Services (20,321 peers)
+23.1%
assets growth YoY

Barry Isett & Associates Inc 401(k) Ps Plan's outsized position by total assets

Barry Isett & Associates Inc 401(k) Ps Plan vs every filed plan by assets

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

$20,935,229 Top 27% higher than 73% 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

Barry Isett & Associates Inc 401(k) Ps Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Barry Isett & Associates Inc 401(k) Ps Plan sits mid-pack in the medium band (240 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Barry Isett & Associates Inc 401(k) Ps Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Barry Isett & Associates Inc 401(k) Ps Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Barry Isett & Associates Inc 401(k) Ps Plan reported participants rose from 213 in the plan year 2022 filing to 240 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 232489372 · Barry Isett & Associates, Inc. PY 2023 · 401(k)

Barry Isett & Associates Inc 401(k) Ps Plan · $21M · 240 · 73rd

  • SCH $21M
  • EBSA 240
  • PART 73rd
  • TYPE 401(k)
  • NET near Nvfs 401(k) Plan
  • BOOK ind #14921

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 Pennsylvania →

Barry Isett & Associates Inc 401(k) Ps Plan in the asset neighbourhood

Barry Isett & Associates Inc 401(k) Ps PlanBarry Isett & Associates Inc…$21MNvfs 401(k) Plan$21MEnvironmental Health & Engineering, Inc. 401(k) PlanEnvironmental Health & Engin…$21MThe Rockport Company, LLC 401(k) PlanThe Rockport Company, LLC 40…$21MLh Carbide Profit Sharing & Salary Savings PlanLh Carbide Profit Sharing & …$21M
End-of-year total assets ($M) among Barry Isett & Associates Inc 401(k) Ps Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN232489372
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barry Isett & Associates, Inc.)

Sponsor-wide plan assets over time

All Barry Isett & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 48.47817288141276% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20M $29.8M ▲ +48.5%
Year Plans Participants Total Assets
2022 2 443 $20M
2023 2 489 $25M
2024 2 497 $30M

Nearby 401(k) Plans in Pennsylvania

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

Barry Isett & Associates Inc 401(k) Ps Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Barry Isett & Associates Inc 401(k) Ps Plan, Total assets ($B): 0.020935229 · Participants: 240Barry Isett & Associates Inc 401(k) Ps PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Barry Isett & Associates Inc 401(k) Ps Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Barry Isett & Associates Inc 401(k) Ps Plan side-by-side with 3 peers →

Barry Isett & Associates Inc 401(k) Ps Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Nvfs 401(k) Plan in VA ($21M); by covered participants it is Big 3 Precision Products, Inc. 401(k) Profit Sharing Plan in IL (240 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (240 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 Barry Isett & Associates Inc 401(k) Ps Plan assets move in 2023? ▼
Barry Isett & Associates Inc 401(k) Ps Plan grew sharply - up 23.1% during 2023, from $17M to $21M. Reported net income was $4M.
How have Barry Isett & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barry Isett & Associates, Inc.'s sponsor-wide assets grew 48.5%, from $20M to $30M.
Which 401(k) plans are similar in size to Barry Isett & Associates Inc 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nvfs 401(k) Plan in VA ($21M, 327 participants).
Which 401(k) plans cover a similar participant headcount to Barry Isett & Associates Inc 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Big 3 Precision Products, Inc. 401(k) Profit Sharing Plan in IL (240 participants, N/A 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 232489372.

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.