401(k) · DOL Form 5500 · 2023

The Bartley Corporation 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
138
Participants Small participant base
56th
Percentile by assets National rank
$65,753
Avg per participant Below avg balance/head
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Official DOL plan name: The Bartley Corporation Savings Plan · Sponsored by The Bartley Corporation · Maryland · Construction

$9M in assets, 138 participants

The Bartley Corporation's The Bartley Corporation Savings Plan reported $9M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #4,951 in Construction (9,030 peers)

Coverage in Maryland

The Bartley Corporation Savings Plan covers 138 participants in Maryland, about 15% of the average Maryland filer (state average ~929 per filing). Assets: $9M.

#4,951
in Construction (9,030 peers)
+17.9%
assets growth YoY

The Bartley Corporation Savings Plan's mid-pack asset rank among Construction and all filers

The Bartley Corporation Savings Plan vs every filed plan by assets

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

$9,073,970 Top 44% higher than 56% 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

The Bartley Corporation Savings 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. The Bartley Corporation Savings Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Bartley Corporation Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Bartley Corporation Savings Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • The Bartley Corporation Savings Plan reported participants fell from 144 in the plan year 2022 filing to 138 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 520911834 · The Bartley Corporation PY 2023 · 401(k)

The Bartley Corporation Savings Plan · $9M · 138 · 56th

  • PCT $9M
  • EIN 138
  • RANK 56th
  • PHOTO 401(k)
  • IND near Naehas Inc 401(k) Profit Sharing Plan & Trust
  • EOY ind #4951

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 Construction retirement plans → · Plans in Maryland →

The Bartley Corporation Savings Plan in the asset neighbourhood

The Bartley Corporation Savings PlanThe Bartley Corporation Savi…$9MNaehas Inc 401(k) Profit Sharing Plan & TrustNaehas Inc 401(k) Profit Sha…$9MJewel-Craft, Inc. Profit Sharing PlanJewel-Craft, Inc. Profit Sha…$9MMcmichael Mills, Inc. 401(k) Savings PlanMcmichael Mills, Inc. 401(k)…$9MSymphony Corporation Retirement Savings PlanSymphony Corporation Retirem…$9M
End-of-year total assets ($M) among The Bartley Corporation Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN520911834
Plan Effective Date1980-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Bartley Corporation)

Sponsor-wide plan assets over time

All The Bartley Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$10M 32.61136258593307% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.7M $10.2M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 144 $8M
2023 1 138 $9M
2024 1 160 $10M

Nearby 401(k) Plans in Maryland

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

The Bartley Corporation Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Bartley Corporation Savings Plan, Total assets ($B): 0.00907397 · Participants: 138The Bartley Corporation Savings PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
The Bartley Corporation Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare The Bartley Corporation Savings Plan side-by-side with 3 peers →

The Bartley Corporation Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Naehas Inc 401(k) Profit Sharing Plan & Trust in CA ($9M); by covered participants it is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 The Bartley Corporation Savings Plan assets move in 2023? ▼
The Bartley Corporation Savings Plan grew sharply - up 17.9% during 2023, from $8M to $9M. Reported net income was $1M.
How have The Bartley Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Bartley Corporation's sponsor-wide assets grew 32.6%, from $8M to $10M.
Which 401(k) plans are similar in size to The Bartley Corporation Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Naehas Inc 401(k) Profit Sharing Plan & Trust in CA ($9M, 143 participants).
Which 401(k) plans cover a similar participant headcount to The Bartley Corporation Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants, $28M 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 520911834.

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.