401(k) · DOL Form 5500 · 2023
Barclays Services Corporation 401(k) Plan
Data updated 2026-08-06
- $3.1B
- Total assets
- 11,480
- Participants
- 100th
- Percentile by assets
- $268,441
- Avg per participant
Official DOL plan name: Barclays 401(k) Plan · Sponsored by Barclays Services Corporation · New York · Finance & Insurance
$3.1B in assets, 11,480 participants
Barclays Services Corporation's Barclays 401(k) Plan reported $3.1B in total assets and 11,480 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- 100th percentile by assets (of 126,618 plans)
- #8,765 in Finance & Insurance (8,852 peers)
Coverage in New York
Barclays 401(k) Plan covers 11,480 participants in New York, 14x the typical New York plan (state average ~795 per filing). Assets: $3.1B.
- $3.1B
- total plan assets (2023 EOY)
- 11,480
- covered participants
- 100th
- percentile by assets (of 126,618 plans)
- $268,441
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Barclays 401(k) Plan reported net income rose from -$416M in the plan year 2022 filing to $555M in the plan year 2023 filing.
- Barclays 401(k) Plan end-of-year assets rose from $2.5B in the plan year 2022 filing to $3.1B in the plan year 2023 filing.
- Barclays 401(k) Plan reported participants rose from 10,071 in the plan year 2022 filing to 11,480 in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. Barclays 401(k) Plan reports 11,480 participants - 14x that state average ($3.1B EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $2.5B |
|---|---|
| Net Assets (End of Year) | $3.1B |
| Net Income | $555M |
| Employer EIN | 133714398 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Barclays Services Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 10,514 | $3.0B |
| 2023 | 2 | 11,890 | $3.6B |
| 2024 | 2 | 12,942 | $4.1B |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Barclays 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Scale composition for Barclays 401(k) Plan
Barclays 401(k) Plan reports $3.1B in end-of-year assets across 11,480 participants (0.026% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.013% of 89,805,449 covered participants) - about $268,441 per participant (2.0x the national average assets-per-participant) . Net income for plan year 2023 was $555M.
This plan identity (EIN 133714398, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.5B to $3.6B (+40.7%) while covered participants moved from 10,071 to 12,572 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,071 | $2.5B | Open filing |
| 2023 | 11,480 | $3.1B | This page |
| 2024 · index core | 12,572 | $3.6B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Barclays 401(k) Plan (401(k), $3.6B, 12,572 participants)
- Barclays Pension Plan (Defined Benefit (Pension), $506M, 370 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Barclays 401(k) Plan by total assets, not by location.
- Battelle Employees' Savings Plan (OH) $3.1B · 8,382
- Valero Energy Corporation Thrift Plan (TX) $3.1B · 7,914
- Iqvia 401(k) Plan (NC) $3.1B · 20,893
- Sanford Retirement Savings Plan (ND) $3.1B · 30,495
Frequently Asked Questions
How did Barclays 401(k) Plan assets move in 2023? ▼
How have Barclays Services Corporation plan assets changed over time? ▼
Where does Barclays 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Barclays 401(k) Plan? ▼
Next read for Barclays 401(k) Plan
Filing takeaways
Ways to act on Barclays 401(k) Plan's numbers.
- By total assets, Barclays 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Barclays Services Corporation's sponsor-wide assets have grown 33.3% since 2022 across 3 plan years on file. More Finance & Insurance plans