401(k) · DOL Form 5500 · 2023

Barends & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$376K
Total assets Small plan by assets
5
Participants Small participant base
16th
Percentile by assets National rank
$75,232
Avg per participant Below avg balance/head
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Official DOL plan name: Barends & Associates Retirement Plan · Sponsored by Barends & Associates, Inc. · New York · Finance & Insurance

$376K in assets, 5 participants

Barends & Associates, Inc.'s Barends & Associates Retirement Plan reported $376K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

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

Barends & Associates, Inc. multi-year trail

Barends & Associates, Inc.'s plans moved +1035.2% in assets from 2022 to 2024; this filing shows Barends & Associates Retirement Plan at $376K / 5 participants.

#808
in Finance & Insurance (8,869 peers)
+770.0%
assets growth YoY

Barends & Associates Retirement Plan among the smaller filed plans by assets

Barends & Associates Retirement Plan vs every filed plan by assets

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

$376,161 16th percentile higher than 16% 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

Barends & Associates Retirement 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. Barends & Associates Retirement Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Barends & Associates Retirement Plan reported net income rose from $15K in the plan year 2022 filing to $333K in the plan year 2023 filing.
  • Barends & Associates Retirement Plan end-of-year assets rose from $43K in the plan year 2022 filing to $376K in the plan year 2023 filing.
  • Barends & Associates Retirement Plan reported participants rose from 4 in the plan year 2022 filing to 5 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 853378955 · Barends & Associates, Inc. PY 2023 · 401(k)

Barends & Associates Retirement Plan · $376K · 5 · 16th

  • EIN $376K
  • RANK 5
  • PHOTO 16th
  • IND 401(k)
  • EOY near Arizona Real Estate Properties, Inc. 401(k) Plan
  • 5500 ind #808

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 New York →

Barends & Associates Retirement Plan in the asset neighbourhood

Barends & Associates Retirement PlanBarends & Associates Retirem…$376KArizona Real Estate Properties, Inc. 401(k) PlanArizona Real Estate Properti…$376KCromie Bros. 3 Inc. Retirement PlanCromie Bros. 3 Inc. Retireme…$376KCellular Only Connection, Inc. 401(k) PlanCellular Only Connection, In…$376KCommunity Oil, Inc. 401(k) Profit Sharing PlanCommunity Oil, Inc. 401(k) P…$376K
End-of-year total assets ($M) among Barends & Associates Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Barends & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$491K 1035.19370880074% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.04M $0.49M ▲ +1125.0%
Year Plans Participants Total Assets
2022 1 4 $43K
2023 1 5 $376K
2024 1 5 $491K

Barends & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$43K
Net Assets (End of Year)$376K
Net Income$333K
Employer EIN853378955
Plan Effective Date2020-10-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Barends & Associates Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Barends & Associates Retirement Plan, Total assets ($B): 0.000376161 · Participants: 5Barends & Associates Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Barends & Associates Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Barends & Associates Retirement Plan side-by-side with 3 peers →

Barends & Associates Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Arizona Real Estate Properties, Inc. 401(k) Plan in AZ ($376K); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Barends & Associates Retirement Plan assets move in 2023? ▼
Barends & Associates Retirement Plan surged - up 770.0% during 2023, from $43K to $376K. Reported net income was $333K.
How have Barends & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barends & Associates, Inc.'s sponsor-wide assets grew 1035.2%, from $43K to $491K.
Where does Barends & Associates Retirement Plan rank by assets among Form 5500 filers? ▼
Barends & Associates Retirement Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Barends & Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arizona Real Estate Properties, Inc. 401(k) Plan in AZ ($376K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Barends & Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 853378955.

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.