401(k) · DOL Form 5500 · 2023

Barclay Damon LLP 401(k) Plan

Data updated 2026-08-25

$165M
Total assets Near avg plan size
417
Participants Below avg headcount
94th
Percentile by assets National rank
$396,650
Avg per participant High balance/head
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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.

  • #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.

#19,337
in Professional & Technical Services (20,321 peers)
+16.5%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Barclay Damon LLP Profit Sharing and 401(k) Plan's outsized position by total assets

Barclay Damon LLP Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$165,403,233 Top 6% higher than 94% 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

Barclay Damon LLP Profit Sharing and 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. Barclay Damon LLP Profit Sharing and 401(k) Plan sits mid-pack in the medium band (417 participants).

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 →

DOL schedule card

Filing strip 150339022 · Barclay Damon LLP PY 2023 · 401(k)

Barclay Damon LLP Profit Sharing and 401(k) Plan · $165M · 417 · 94th

  • PHOTO $165M
  • PHOTO 417
  • PHOTO 94th
  • PHOTO 401(k)
  • PHOTO near Tenable Inc. 401(k) Plan and Trust
  • PHOTO ind #19337

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 New York →

Barclay Damon LLP Profit Sharing and 401(k) Plan in the asset neighbourhood

Barclay Damon LLP Profit Sharing and 401(k) PlanBarclay Damon LLP Profit Sha…$165MTenable Inc. 401(k) Plan and TrustTenable Inc. 401(k) Plan and…$165MCornerstone Ondemand Inc. 401(k) Profit Sharing PlanCornerstone Ondemand Inc. 40…$165MConsigli Construction Co., Inc. Profit Sharing/401(k) Plan and TrustConsigli Construction Co., I…$165MN.a.N.I Physicians Services Profit Sharing and Retirement Saving PlanN.a.N.I Physicians Services …$165M
End-of-year total assets ($M) among Barclay Damon LLP Profit Sharing and 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)$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)

Sponsor-wide plan assets over time

All Barclay Damon LLP plans reported in each filing year

Latest sponsor-wide plan assets
$187M 31.801449949255932% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $142M $187M ▲ +31.8%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Barclay Damon LLP Profit Sharing and 401(k) Plan, Total assets ($B): 0.165403233 · Participants: 417Barclay Damon LLP Profit Sharing and 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
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(k) Plan side-by-side with 3 peers →

Barclay Damon LLP Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tenable Inc. 401(k) Plan and Trust in MD ($165M); by covered participants it is Radians, Inc. 401(k) Plan in TN (417 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (417 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 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).
Which 401(k) plans cover a similar participant headcount to Barclay Damon LLP Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Radians, Inc. 401(k) Plan in TN (417 participants, $18M 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 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.