401(k) · DOL Form 5500 · 2023

Barclay Damon LLP 401(k) Plan

Data updated 2026-08-11

$165M
Total assets
417
Participants
94th
Percentile by assets
$396,650
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Barclay Damon LLP Profit Sharing and 401(k) Plan · Sponsored by Barclay Damon LLP · New York · Professional & Technical Services

$165M in assets, 417 participants

Barclay Damon LLP's Barclay Damon LLP Profit Sharing and 401(k) Plan reported $165M in total assets and 417 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 127,072 plans)
  • #19,337 in Professional & Technical Services (20,321 peers)

Where Barclay Damon LLP Profit Sharing and 401(k) Plan sits by assets

Barclay Damon LLP Profit Sharing and 401(k) Plan sits in the top 10% of all filed plans by assets, $165M for 417 participants (~$396,650/participant), up 16.5% in 2023.

$165M
total plan assets (2023 EOY)
417
covered participants
94th
percentile by assets (of 127,072 plans)
$396,650
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Barclay Damon LLP Profit Sharing and 401(k) Plan reported net income rose from -$30M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Barclay Damon LLP Profit Sharing and 401(k) Plan end-of-year assets rose from $142M in the plan year 2022 filing to $165M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Professional & Technical Services

Barclay Damon LLP Profit Sharing and 401(k) Plan vs the 2023 asset distribution

By assets, Barclay Damon LLP Profit Sharing and 401(k) Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$142M
Net Assets (End of Year)$165M
Net Income$23M
Employer EIN150339022
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barclay Damon LLP)

$120M$140M$160M$180M$200M 202220232024 $142M $187M ▲ +31.8%
Total plan assets by year, all Barclay Damon LLP plans on file
Year Plans Participants Total Assets
2022 1 420 $142M
2023 1 417 $165M
2024 1 461 $187M

Nearby 401(k) Plans in New York

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

Barclay Damon LLP Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Barclay Damon LLP Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Barclay Damon LLP Pr…IBM 401 (K) Plus PlanPfizer Savings PlanMorgan Stanley 401(k…The Pepsico Savings …The Goldman Sachs 40…
Barclay Damon LLP Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Barclay Damon LLP Profit Sharing and 401… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Barclay Damon LLP Profit Sharing and 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Barclay Damon LLP Profit Sharing and 401(k) Plan assets move in 2023? ▼
Barclay Damon LLP Profit Sharing and 401(k) Plan grew sharply - up 16.5% during 2023, from $142M to $165M. Reported net income was $23M.
How have Barclay Damon LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barclay Damon LLP's sponsor-wide assets grew 31.8%, from $142M to $187M.
Where does Barclay Damon LLP Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Barclay Damon LLP Profit Sharing and 401(k) Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Barclay Damon LLP Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tenable Inc. 401(k) Plan and Trust in MD ($165M, 1,095 participants).

Next read for Barclay Damon LLP Profit Sharing and 401…

Scale reading

Ways to act on Barclay Damon LLP Profit Sharing and 401(k) Plan's numbers.

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 150339022.

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.