401(k) · DOL Form 5500 · 2023

Barker, Castro & Steinback LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
27
Participants Small participant base
46th
Percentile by assets National rank
$203,871
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Barker, Castro & Steinback LLC 401(k) Plan and Trust · Sponsored by Barker, Castro & Steinback LLC · Illinois · Professional & Technical Services

$6M in assets, 27 participants

Barker, Castro & Steinback LLC's Barker, Castro & Steinback LLC 401(k) Plan and Trust reported $6M in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,976 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Barker, Castro & Steinback LLC 401(k) Plan and Trust holds $6M for 27 participants - about $203,871 per participant, in the lower half of filed plans by assets.

#8,976
in Professional & Technical Services (20,321 peers)
-0.8%
assets change YoY

The plan reported a net loss of $47K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Barker, Castro & Steinback LLC 401(k) Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Barker, Castro & Steinback LLC 401(k) Plan and Trust vs every filed plan by assets

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

$5,504,504 46th percentile higher than 46% 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

Barker, Castro & Steinback LLC 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Barker, Castro & Steinback LLC 401(k) Plan and Trust is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Barker, Castro & Steinback LLC 401(k) Plan and Trust reported net income rose from -$931K in the plan year 2022 filing to -$47K in the plan year 2023 filing.
  • Barker, Castro & Steinback LLC 401(k) Plan and Trust reported participants rose from 25 in the plan year 2022 filing to 27 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 205746632 · Barker, Castro & Steinback LLC PY 2023 · 401(k)

Barker, Castro & Steinback LLC 401(k) Plan and Trust · $6M · 27 · 46th

  • PCT $6M
  • EIN 27
  • RANK 46th
  • PHOTO 401(k)
  • IND near Manor Motorcar Company 401(k) Plan
  • EOY ind #8976

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 Illinois →

Barker, Castro & Steinback LLC 401(k) Plan and Trust in the asset neighbourhood

Als Profit Sharing 401(k) PlanAls Profit Sharing 401(k) Pl…$6MBarker, Castro & Steinback LLC 401(k) Plan and TrustBarker, Castro & Steinback L…$6MManor Motorcar Company 401(k) PlanManor Motorcar Company 401(k…$6MGrant Shenon, Aplc 401(k) Profit Sharing PlanGrant Shenon, Aplc 401(k) Pr…$6MSlingshot Aerospace, Inc. 401(k) PlanSlingshot Aerospace, Inc. 40…$6M
End-of-year total assets ($M) among Barker, Castro & Steinback LLC 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$47K
Employer EIN205746632
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barker, Castro & Steinback LLC)

Sponsor-wide plan assets over time

All Barker, Castro & Steinback LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 0.8498679500245511% vs 2022
2023 filing year
$5.48M$5.5M$5.52M$5.54M$5.56M 20222023 $5.55M $5.5M ▼ -0.9%
Year Plans Participants Total Assets
2022 1 25 $6M
2023 1 27 $6M

Nearby 401(k) Plans in Illinois

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

Barker, Castro & Steinback LLC 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Barker, Castro & Steinback LLC 401(k) Plan and Trust, Total assets ($B): 0.005504504 · Participants: 27Barker, Castro & Steinback LLC 401(k) Plan and TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Barker, Castro & Steinback LLC 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Barker, Castro & Steinback LLC 401(k) Plan and Trust side-by-side with 3 peers →

Barker, Castro & Steinback LLC 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Manor Motorcar Company 401(k) Plan in MI ($6M); by covered participants it is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Barker, Castro & Steinback LLC 401(k) Plan and Trust assets move in 2023? ▼
Barker, Castro & Steinback LLC 401(k) Plan and Trust held essentially flat - down 0.8% during 2023, from $6M to $6M. Reported net income was -$47K.
How have Barker, Castro & Steinback LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Barker, Castro & Steinback LLC's sponsor-wide assets declined 0.8%, from $6M to $6M.
Which 401(k) plans are similar in size to Barker, Castro & Steinback LLC 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Manor Motorcar Company 401(k) Plan in MI ($6M, 49 participants).
Which 401(k) plans cover a similar participant headcount to Barker, Castro & Steinback LLC 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 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 205746632.

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.