401(k) · DOL Form 5500 · 2023

Barbri, Inc. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
373
Participants Below avg headcount
83rd
Percentile by assets National rank
$105,167
Avg per participant Below avg balance/head
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Official DOL plan name: Barbri, Inc. 401(k) Plan · Sponsored by Barbri, Inc. · Texas · Educational Services

$39M in assets, 373 participants

Barbri, Inc.'s Barbri, Inc. 401(k) Plan reported $39M in total assets and 373 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.

  • #2,589 in Educational Services (3,735 peers)

Where Barbri, Inc. 401(k) Plan sits by assets

Barbri, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $39M for 373 participants (~$105,167/participant), up 12.9% in 2023.

#2,589
in Educational Services (3,735 peers)
+12.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Barbri, Inc. 401(k) Plan's outsized position by total assets

Barbri, Inc. 401(k) Plan vs every filed plan by assets

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

$39,227,343 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

Barbri, Inc. 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. Barbri, Inc. 401(k) Plan sits mid-pack in the medium band (373 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Barbri, Inc. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Barbri, Inc. 401(k) Plan end-of-year assets rose from $35M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Barbri, Inc. 401(k) Plan reported participants rose from 365 in the plan year 2022 filing to 373 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 383837749 · Barbri, Inc. PY 2023 · 401(k)

Barbri, Inc. 401(k) Plan · $39M · 373 · 83rd

  • RANK $39M
  • RANK 373
  • RANK 83rd
  • RANK 401(k)
  • RANK near Farrell Distributing Corporation 401(k) Plan
  • RANK ind #2589

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 Texas →

Barbri, Inc. 401(k) Plan in the asset neighbourhood

Barbri, Inc. 401(k) Plan$39MFarrell Distributing Corporation 401(k) PlanFarrell Distributing Corpora…$39MThe United Company Retirement PlanThe United Company Retiremen…$39MMars Advertising, Inc. 401(k) Profit Sharing PlanMars Advertising, Inc. 401(k…$39MUtah Association of Public Charter Schools Retirement PlanUtah Association of Public C…$39M
End-of-year total assets ($M) among Barbri, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$39M
Net Income$4M
Employer EIN383837749
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barbri, Inc.)

Sponsor-wide plan assets over time

All Barbri, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 35.09850534857273% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.8M $47M ▲ +35.1%
Year Plans Participants Total Assets
2022 1 365 $35M
2023 1 373 $39M
2024 1 415 $47M

Nearby 401(k) Plans in Texas

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

Barbri, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Barbri, Inc. 401(k) Plan, Total assets ($B): 0.039227343 · Participants: 373Barbri, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Barbri, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Barbri, Inc. 401(k) Plan side-by-side with 3 peers →

Barbri, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Farrell Distributing Corporation 401(k) Plan in VT ($39M); by covered participants it is Stupp Bros., Inc. 401(k) and Employee Thrift Plan in MO (373 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (373 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 Barbri, Inc. 401(k) Plan assets move in 2023? ▼
Barbri, Inc. 401(k) Plan grew at a solid clip - up 12.9% during 2023, from $35M to $39M. Reported net income was $4M.
How have Barbri, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barbri, Inc.'s sponsor-wide assets grew 35.1%, from $35M to $47M.
Where does Barbri, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Barbri, Inc. 401(k) Plan 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 Barbri, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Farrell Distributing Corporation 401(k) Plan in VT ($39M, 289 participants).
Which 401(k) plans cover a similar participant headcount to Barbri, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stupp Bros., Inc. 401(k) and Employee Thrift Plan in MO (373 participants, $44M 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 383837749.

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.