401(k) · DOL Form 5500 · 2023
Barrett Daffin Frappier Turner & Engel, LLP 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 156
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $96,255
- Avg per participant Below avg balance/head
Official DOL plan name: Barrett Daffin Frappier Turner & Engel, LLP 401(k) Plan · Sponsored by Barrett Daffin Frappier Turner & Engel, LLP · Texas · Professional & Technical Services
$15M in assets, 156 participants
Barrett Daffin Frappier Turner & Engel, LLP's Barrett Daffin Frappier Turner & Engel, LLP 401(k) Plan reported $15M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #13,525 in Professional & Technical Services (20,321 peers)
Coverage in Texas
Barrett Daffin Frappier Turner & Engel, LLP 401(k) Plan covers 156 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $15M.
- #13,525
- in Professional & Technical Services (20,321 peers)
- +12.8%
- assets growth YoY
Barrett Daffin Frappier Turner & Engel, LLP 401(k) Plan's outsized position by total assets
Barrett Daffin Frappier Turner & Engel, LLP 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,015,705 Top 33% higher than 67% 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
Barrett Daffin Frappier Turner & Engel, LLP 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. Barrett Daffin Frappier Turner & Engel, LLP 401(k) Plan sits mid-pack in the medium band (156 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Barrett Daffin Frappier Turner & Engel, LLP 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Barrett Daffin Frappier Turner & Engel, LLP 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Barrett Daffin Frappier Turner & Engel, LLP 401(k) Plan reported participants rose from 144 in the plan year 2022 filing to 156 in the plan year 2023 filing.
DOL schedule card
Filing strip 752308147 · Barrett Daffin Frappier Turner & Engel, LLP PY 2023 · 401(k)
Barrett Daffin Frappier Turner & Engel, LLP 401(k) Plan · $15M · 156 · 67th
- IND $15M
- EOY 156
- 5500 67th
- ASSETS 401(k)
- PCT near Servercentral LLC 401(k) Profit Sharing Plan & Trust
- EIN ind #13525
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 Texas →
Barrett Daffin Frappier Turner & Engel, LLP 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 752308147 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Barrett Daffin Frappier Turner & Engel, LLP)
Sponsor-wide plan assets over time
All Barrett Daffin Frappier Turner & Engel, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 19.240569360368116% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 144 | $13M |
| 2023 | 1 | 156 | $15M |
| 2024 | 1 | 135 | $16M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Barrett Daffin Frappier Turner & Engel, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Servercentral LLC 401(k) Profit Sharing Plan & Trust in IL ($15M); by covered participants it is Tel Tech Networks, Inc. 401(k) Plan in AZ (156 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (156 participants); asset peers above are excluded.
- Tel Tech Networks, Inc. 401(k) Plan (AZ) 156 · 0 off
- Battlefield Farms, Inc. Profit Sharing Plan (VA) 156 · 0 off
- E&s International 401(k) Savings Plan & Trust (CA) 156 · 0 off
- Exo, Inc. 401(k) Plan (CA) 156 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.