401(k) · DOL Form 5500 · 2023

Bradford & Barthel, LLP 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
195
Participants Below avg headcount
79th
Percentile by assets National rank
$150,937
Avg per participant Above avg balance/head
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Official DOL plan name: Bradford & Barthel 401(k) Profit Sharing Plan and Trust · Sponsored by Bradford & Barthel, LLP · California · Professional & Technical Services

$29M in assets, 195 participants

Bradford & Barthel, LLP's Bradford & Barthel 401(k) Profit Sharing Plan and Trust reported $29M in total assets and 195 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,141 in Professional & Technical Services (20,321 peers)

Coverage in California

Bradford & Barthel 401(k) Profit Sharing Plan and Trust covers 195 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $29M.

#16,141
in Professional & Technical Services (20,321 peers)
+29.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Bradford & Barthel 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Bradford & Barthel 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$29,432,620 Top 21% higher than 79% 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

Bradford & Barthel 401(k) Profit Sharing Plan and Trust 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. Bradford & Barthel 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (195 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bradford & Barthel 401(k) Profit Sharing Plan and Trust reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Bradford & Barthel 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $23M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Bradford & Barthel 401(k) Profit Sharing Plan and Trust reported participants fell from 204 in the plan year 2022 filing to 195 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 943257728 · Bradford & Barthel, LLP PY 2023 · 401(k)

Bradford & Barthel 401(k) Profit Sharing Plan and Trust · $29M · 195 · 79th

  • PCT $29M
  • EIN 195
  • RANK 79th
  • PHOTO 401(k)
  • IND near The Pittsburgh Post-Gazette Union 401(k) Plan
  • EOY ind #16141

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 California →

Bradford & Barthel 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Bradford & Barthel 401(k) Profit Sharing Plan and TrustBradford & Barthel 401(k) Pr…$29MThe Pittsburgh Post-Gazette Union 401(k) PlanThe Pittsburgh Post-Gazette …$29MThe Food Pantry Profit Sharing Investment PlanThe Food Pantry Profit Shari…$29MRiverview Investment Holdings LLC PlanRiverview Investment Holding…$29MTransworld 401(k) Plan$29M
End-of-year total assets ($M) among Bradford & Barthel 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$29M
Net Income$7M
Employer EIN943257728
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bradford & Barthel, LLP)

Sponsor-wide plan assets over time

All Bradford & Barthel, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$36M 55.93930095459524% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $22.8M $35.6M ▲ +55.9%
Year Plans Participants Total Assets
2022 1 204 $23M
2023 1 195 $29M
2024 1 206 $36M

Nearby 401(k) Plans in California

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

Bradford & Barthel 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bradford & Barthel 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.02943262 · Participants: 195Bradford & Barthel 401(k) Profit Sharing Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Bradford & Barthel 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Bradford & Barthel 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Bradford & Barthel 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Pittsburgh Post-Gazette Union 401(k) Plan in PA ($29M); by covered participants it is The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan in WI (195 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (195 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 Bradford & Barthel 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Bradford & Barthel 401(k) Profit Sharing Plan and Trust grew sharply - up 29.0% during 2023, from $23M to $29M. Reported net income was $7M.
How have Bradford & Barthel, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bradford & Barthel, LLP's sponsor-wide assets grew 55.9%, from $23M to $36M.
Where does Bradford & Barthel 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Bradford & Barthel 401(k) Profit Sharing Plan and Trust ranks in the 79th 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 Bradford & Barthel 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Pittsburgh Post-Gazette Union 401(k) Plan in PA ($29M, 165 participants).
Which 401(k) plans cover a similar participant headcount to Bradford & Barthel 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan in WI (195 participants, $29M 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 943257728.

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.