401(k) · DOL Form 5500 · 2023
Barclays Services Corporation 401(k) Plan
Data updated 2026-08-25
- $3.1B
- Total assets Very large vs avg
- 11,480
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $268,441
- Avg per participant High balance/head
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.
- #8,782 in Finance & Insurance (8,869 peers)
Coverage in New York
Barclays 401(k) Plan covers 11,480 participants in New York, 14x the typical New York plan (state average ~798 per filing). Assets: $3.1B.
- #8,782
- in Finance & Insurance (8,869 peers)
- +22.0%
- assets growth YoY
- 31×
- vs typical plan assets (national mean)
Barclays 401(k) Plan's outsized position by total assets
Barclays 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,081,702,008 Highest reported value at or above every one 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
Barclays 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Barclays 401(k) Plan is a mega filing (11,480 participants), the rightmost band on the breakdown.
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.
EBSA filing schedule strip
Filing strip 133714398 · Barclays Services Corporation PY 2023 · 401(k)
Barclays 401(k) Plan · $3.1B · 11,480 · 100th
- RANK $3.1B
- RANK 11,480
- RANK 100th
- RANK 401(k)
- RANK near Battelle Employees' Savings Plan
- RANK ind #8782
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 Finance & Insurance retirement plans → · Plans in New York →
Barclays 401(k) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Barclays Services Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.1B 33.299995941382555% vs 2022
- 2024 filing year
| 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.
- 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 (0.025% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $268,441 per participant (1.9x 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)
Barclays 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Battelle Employees' Savings Plan in OH ($3.1B); by covered participants it is Premium Brands Services LLC 401(k) Savings Plan in NJ (11,479 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.1B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (11,480 participants); asset peers above are excluded.
- Premium Brands Services LLC 401(k) Savings Plan (NJ) 11,479 · 1 off
- Unifirst Retirement Savings Plan (MA) 11,487 · 7 off
- Taylor Fresh Foods, Inc. 401(k) Plan (CA) 11,487 · 7 off
- Dhl Retirement Savings Plan (FL) 11,490 · 10 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.