401(k) · DOL Form 5500 · 2023

Bart & Associates, LLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
114
Participants Small participant base
76th
Percentile by assets National rank
$210,247
Avg per participant Above avg balance/head
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Official DOL plan name: B&a 401(k) Plan · Sponsored by Bart & Associates, LLC · Virginia · Professional & Technical Services

$24M in assets, 114 participants

Bart & Associates, LLC's B&a 401(k) Plan reported $24M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,461 in Professional & Technical Services (20,321 peers)

Coverage in Virginia

B&a 401(k) Plan covers 114 participants in Virginia, about 15% of the average Virginia filer (state average ~782 per filing). Assets: $24M.

#15,461
in Professional & Technical Services (20,321 peers)
+52.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

B&a 401(k) Plan's outsized position by total assets

B&a 401(k) Plan vs every filed plan by assets

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

$23,968,209 Top 24% higher than 76% 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

B&a 401(k) 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. B&a 401(k) Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • B&a 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • B&a 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • B&a 401(k) Plan reported participants rose from 101 in the plan year 2022 filing to 114 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 526383142 · Bart & Associates, LLC PY 2023 · 401(k)

B&a 401(k) Plan · $24M · 114 · 76th

  • TYPE $24M
  • TYPE 114
  • TYPE 76th
  • TYPE 401(k)
  • TYPE near Sharpline Converting, Inc. Salary Deferral 401(k) Plan
  • TYPE ind #15461

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 Virginia →

B&a 401(k) Plan in the asset neighbourhood

B&a 401(k) Plan$24MSharpline Converting, Inc. Salary Deferral 401(k) PlanSharpline Converting, Inc. S…$24MMarcolin U.S.a. Eyewear Corp. 401(k) PlanMarcolin U.S.a. Eyewear Corp…$24MRobertson-Ryan & Associates, Inc. 401(k) Savings PlanRobertson-Ryan & Associates,…$24MUnited Automobile Holdings 401(k) PlanUnited Automobile Holdings 4…$24M
End-of-year total assets ($M) among B&a 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$24M
Net Income$8M
Employer EIN526383142
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bart & Associates, LLC)

Sponsor-wide plan assets over time

All Bart & Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 30.345918474903975% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.7M $20.5M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 101 $16M
2023 1 114 $24M
2024 1 165 $20M

Nearby 401(k) Plans in Virginia

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

B&a 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants B&a 401(k) Plan, Total assets ($B): 0.023968209 · Participants: 114B&a 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
B&a 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare B&a 401(k) Plan side-by-side with 3 peers →

B&a 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Sharpline Converting, Inc. Salary Deferral 401(k) Plan in KS ($24M); by covered participants it is Austin Medical Center 403b Plan in MN (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 B&a 401(k) Plan assets move in 2023? ▼
B&a 401(k) Plan surged - up 52.6% during 2023, from $16M to $24M. Reported net income was $8M.
How have Bart & Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bart & Associates, LLC's sponsor-wide assets grew 30.3%, from $16M to $20M.
Where does B&a 401(k) Plan rank by assets among Form 5500 filers? ▼
B&a 401(k) Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to B&a 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sharpline Converting, Inc. Salary Deferral 401(k) Plan in KS ($24M, 279 participants).
Which 401(k) plans cover a similar participant headcount to B&a 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Austin Medical Center 403b Plan in MN (114 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 526383142.

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.