401(k) · DOL Form 5500 · 2023

Barr & Barr, Inc. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
145
Participants Small participant base
83rd
Percentile by assets National rank
$268,202
Avg per participant High balance/head
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Official DOL plan name: Employees' Benefit Plan of Barr & Barr, Inc. · Sponsored by Barr & Barr, Inc. · New York · Construction

$39M in assets, 145 participants

Barr & Barr, Inc.'s Employees' Benefit Plan of Barr & Barr, Inc. reported $39M in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,301 in Construction (9,030 peers)

Coverage in New York

Employees' Benefit Plan of Barr & Barr, Inc. covers 145 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $39M.

#7,301
in Construction (9,030 peers)
+10.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Employees' Benefit Plan of Barr & Barr, Inc.'s outsized position by total assets

Employees' Benefit Plan of Barr & Barr, Inc. vs every filed plan by assets

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

$38,889,235 Top 17% higher than 83% 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

Employees' Benefit Plan of Barr & Barr, Inc. 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. Employees' Benefit Plan of Barr & Barr, Inc. sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employees' Benefit Plan of Barr & Barr, Inc. reported net income rose from -$10M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Employees' Benefit Plan of Barr & Barr, Inc. reported participants rose from 127 in the plan year 2022 filing to 145 in the plan year 2023 filing.
  • Employees' Benefit Plan of Barr & Barr, Inc. end-of-year assets rose from $35M in the plan year 2022 filing to $39M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 130469970 · Barr & Barr, Inc. PY 2023 · 401(k)

Employees' Benefit Plan of Barr & Barr, Inc. · $39M · 145 · 83rd

  • EBSA $39M
  • EBSA 145
  • EBSA 83rd
  • EBSA 401(k)
  • EBSA near The Farmers & Merchants State Bank 401(k) Profit Sharing Plan
  • EBSA ind #7301

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 Construction retirement plans → · Plans in New York →

Employees' Benefit Plan of Barr & Barr, Inc. in the asset neighbourhood

Employees' Benefit Plan of Barr & Barr, Inc.Employees' Benefit Plan of B…$39MThe Farmers & Merchants State Bank 401(k) Profit Sharing PlanThe Farmers & Merchants Stat…$39MHealthesystems 401(k) Plan$39MElantas Pdg, Inc. 401(k) Plan$39MDelphix Corp. 401(k) Plan$39M
End-of-year total assets ($M) among Employees' Benefit Plan of Barr & Barr, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$39M
Net Income$4M
Employer EIN130469970
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barr & Barr, Inc.)

Sponsor-wide plan assets over time

All Barr & Barr, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$64M 7.361746458687551% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $59.3M $63.7M ▲ +7.4%
Year Plans Participants Total Assets
2022 2 249 $59M
2023 2 272 $68M
2024 2 247 $64M

Nearby 401(k) Plans in New York

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

Employees' Benefit Plan of Barr & Barr, Inc. vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Employees' Benefit Plan of Barr & Barr, Inc., Total assets ($B): 0.038889235 · Participants: 145Employees' Benefit Plan of Barr & Barr, Inc.IBM 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
Employees' Benefit Plan of Barr & Barr, Inc. vs. nearby 401(k) plans in New York, assets vs. participants
Compare Employees' Benefit Plan of Barr & Barr, Inc. side-by-side with 3 peers →

Employees' Benefit Plan of Barr & Barr, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Farmers & Merchants State Bank 401(k) Profit Sharing Plan in OH ($39M); by covered participants it is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($39M here).

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Employees' Benefit Plan of Barr & Barr, Inc. assets move in 2023? ▼
Employees' Benefit Plan of Barr & Barr, Inc. grew at a solid clip - up 10.7% during 2023, from $35M to $39M. Reported net income was $4M.
How have Barr & Barr, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barr & Barr, Inc.'s sponsor-wide assets grew 7.4%, from $59M to $64M.
Where does Employees' Benefit Plan of Barr & Barr, Inc. rank by assets among Form 5500 filers? ▼
Employees' Benefit Plan of Barr & Barr, Inc. ranks in the 83rd 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 Employees' Benefit Plan of Barr & Barr, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is The Farmers & Merchants State Bank 401(k) Profit Sharing Plan in OH ($39M, 432 participants).
Which 401(k) plans cover a similar participant headcount to Employees' Benefit Plan of Barr & Barr, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 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 130469970.

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.