401(k) · DOL Form 5500 · 2023

Barona Band of Mission Indians 401(k) Plan

Data updated 2026-08-25

$119M
Total assets Near avg plan size
1,783
Participants Near avg headcount
92nd
Percentile by assets National rank
$66,836
Avg per participant Below avg balance/head
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Official DOL plan name: Barona Employees 401(k) Retirement Plan · Sponsored by Barona Band of Mission Indians · California · Arts, Entertainment & Recreation

$119M in assets, 1,783 participants

Barona Band of Mission Indians's Barona Employees 401(k) Retirement Plan reported $119M in total assets and 1,783 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #2,843 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in California

Barona Employees 401(k) Retirement Plan covers 1,783 participants in California, 2.8x the typical California plan (state average ~630 per filing). Assets: $119M.

#2,843
in Arts, Entertainment & Recreation (2,945 peers)
+17.5%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Barona Employees 401(k) Retirement Plan's outsized position by total assets

Barona Employees 401(k) Retirement Plan vs every filed plan by assets

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

$119,168,644 Top 8% higher than 92% 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

Barona Employees 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Barona Employees 401(k) Retirement Plan lands in the large band (1,783 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Barona Employees 401(k) Retirement Plan reported net income rose from -$22M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Barona Employees 401(k) Retirement Plan end-of-year assets rose from $101M in the plan year 2022 filing to $119M in the plan year 2023 filing.
  • Barona Employees 401(k) Retirement Plan reported participants rose from 1,725 in the plan year 2022 filing to 1,783 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 330687849 · Barona Band of Mission Indians PY 2023 · 401(k)

Barona Employees 401(k) Retirement Plan · $119M · 1,783 · 92nd

  • BOY $119M
  • BOY 1,783
  • BOY 92nd
  • BOY 401(k)
  • BOY near Jbg Smith 401(k) Plan
  • BOY ind #2843

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Barona Employees 401(k) Retirement Plan in the asset neighbourhood

Barona Employees 401(k) Retirement PlanBarona Employees 401(k) Reti…$119MJbg Smith 401(k) Plan$119MLakeland Financial Corporation 401(k) PlanLakeland Financial Corporati…$119MTexas Radiology Associates 401(k) PlanTexas Radiology Associates 4…$119MThe Christman Company Profit Sharing Retirement PlanThe Christman Company Profit…$119M
End-of-year total assets ($M) among Barona Employees 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$101M
Net Assets (End of Year)$119M
Net Income$18M
Employer EIN330687849
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barona Band of Mission Indians)

Sponsor-wide plan assets over time

All Barona Band of Mission Indians plans reported in each filing year

Latest sponsor-wide plan assets
$134M 32.214936906326805% vs 2022
2024 filing year
$90M$100M$110M$120M$130M$140M 202220232024 $101M $134M ▲ +32.2%
Year Plans Participants Total Assets
2022 1 1,725 $101M
2023 1 1,783 $119M
2024 1 1,865 $134M

Nearby 401(k) Plans in California

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

Barona Employees 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Barona Employees 401(k) Retirement Plan, Total assets ($B): 0.119168644 · Participants: 1783Barona Employees 401(k) Retirement PlanWells 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
Barona Employees 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Barona Employees 401(k) Retirement Plan side-by-side with 3 peers →

Barona Employees 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Jbg Smith 401(k) Plan in MD ($119M); by covered participants it is Howard County General Hospital, Inc. 401(k) Plan in MD (1,783 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($119M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,783 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 Barona Employees 401(k) Retirement Plan assets move in 2023? ▼
Barona Employees 401(k) Retirement Plan grew sharply - up 17.5% during 2023, from $101M to $119M. Reported net income was $18M.
How have Barona Band of Mission Indians plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barona Band of Mission Indians's sponsor-wide assets grew 32.2%, from $101M to $134M.
Where does Barona Employees 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Barona Employees 401(k) Retirement Plan ranks in the 92nd 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 Barona Employees 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jbg Smith 401(k) Plan in MD ($119M, 735 participants).
Which 401(k) plans cover a similar participant headcount to Barona Employees 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Howard County General Hospital, Inc. 401(k) Plan in MD (1,783 participants, $173M 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 330687849.

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.