Other · DOL Form 5500 · 2023
The Barnes Foundation Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 232
- Participants Below avg headcount
- 61st
- Percentile by assets National rank
- $47,985
- Avg per participant Low balance/head
Official DOL plan name: The Barnes Foundation Defined Contribution Retirement Plan · Sponsored by The Barnes Foundation · Pennsylvania · Educational Services
$11M in assets, 232 participants
The Barnes Foundation's The Barnes Foundation Defined Contribution Retirement Plan reported $11M in total assets and 232 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.
- #1,645 in Educational Services (3,735 peers)
Coverage in Pennsylvania
The Barnes Foundation Defined Contribution Retirement Plan covers 232 participants in Pennsylvania, about 28% of the average Pennsylvania filer (state average ~822 per filing). Assets: $11M.
- #1,645
- in Educational Services (3,735 peers)
- +27.6%
- assets growth YoY
The Barnes Foundation Defined Contribution Retirement Plan's mid-pack asset rank among Educational Services and all filers
The Barnes Foundation Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,132,475 Top 39% higher than 61% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Barnes Foundation Defined Contribution Retirement 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. The Barnes Foundation Defined Contribution Retirement Plan sits mid-pack in the medium band (232 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Barnes Foundation Defined Contribution Retirement Plan reported net income rose from -$615K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- The Barnes Foundation Defined Contribution Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- The Barnes Foundation Defined Contribution Retirement Plan reported participants rose from 204 in the plan year 2022 filing to 232 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 236000149 · The Barnes Foundation PY 2023 · Other
The Barnes Foundation Defined Contribution Retirement Plan · $11M · 232 · 61st
- RANK $11M
- PHOTO 232
- IND 61st
- EOY Other
- 5500 near Oregon Museum of Science and Industry Retirement Plan
- ASSETS ind #1645
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 Educational Services retirement plans → · Plans in Pennsylvania →
The Barnes Foundation Defined Contribution Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 236000149 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Barnes Foundation)
Sponsor-wide plan assets over time
All The Barnes Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 42.21653448756306% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 204 | $9M |
| 2023 | 1 | 232 | $11M |
| 2024 | 1 | 309 | $12M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
The Barnes Foundation Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Oregon Museum of Science and Industry Retirement Plan in OR ($11M); by covered participants it is Westchester Institute for Human Development 403(b) DC Plan in NY (232 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (232 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.