401(k) · DOL Form 5500 · 2023

Barton Mines Corporation 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
121
Participants Small participant base
82nd
Percentile by assets National rank
$314,854
Avg per participant High balance/head
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Official DOL plan name: The Barton Group 401(k) Plan · Sponsored by Barton Mines Corporation · New York · Mining & Oil Extraction

$38M in assets, 121 participants

Barton Mines Corporation's The Barton Group 401(k) Plan reported $38M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #552 in Mining & Oil Extraction (811 peers)

Coverage in New York

The Barton Group 401(k) Plan covers 121 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $38M.

#552
in Mining & Oil Extraction (811 peers)
+4.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Barton Group 401(k) Plan's outsized position by total assets

The Barton Group 401(k) Plan vs every filed plan by assets

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

$38,097,368 Top 18% higher than 82% 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 Barton Group 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. The Barton Group 401(k) Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Barton Group 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Barton Group 401(k) Plan end-of-year assets rose from $36M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • The Barton Group 401(k) Plan reported participants fell from 126 in the plan year 2022 filing to 121 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 231624372 · Barton Mines Corporation PY 2023 · 401(k)

The Barton Group 401(k) Plan · $38M · 121 · 82nd

  • NET $38M
  • NET 121
  • NET 82nd
  • NET 401(k)
  • NET near Kag 401(k) Retirement Plan
  • NET ind #552

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 Mining & Oil Extraction retirement plans → · Plans in New York →

The Barton Group 401(k) Plan in the asset neighbourhood

The Barton Group 401(k) Plan$38MKag 401(k) Retirement Plan$38MCity Brewing Company Hourly 401(k) PlanCity Brewing Company Hourly …$38MHolt Logistics Corp. 401(k) PlanHolt Logistics Corp. 401(k) …$38MMag Automotive 401(k) Savings PlanMag Automotive 401(k) Saving…$38M
End-of-year total assets ($M) among The Barton Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$38M
Net Income$2M
Employer EIN231624372
Plan Effective Date1982-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barton Mines Corporation)

Sponsor-wide plan assets over time

All Barton Mines Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$64M 10.186548732845768% vs 2022
2024 filing year
$56M$58M$60M$62M$64M$66M 202220232024 $58M $63.9M ▲ +10.2%
Year Plans Participants Total Assets
2022 2 172 $58M
2023 2 163 $63M
2024 2 164 $64M

Nearby 401(k) Plans in New York

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

The Barton Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Barton Group 401(k) Plan, Total assets ($B): 0.038097368 · Participants: 121The Barton Group 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
The Barton Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Barton Group 401(k) Plan side-by-side with 3 peers →

The Barton Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Kag 401(k) Retirement Plan in TX ($38M); by covered participants it is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Barton Group 401(k) Plan assets move in 2023? ▼
The Barton Group 401(k) Plan edged up modestly - up 4.9% during 2023, from $36M to $38M. Reported net income was $2M.
How have Barton Mines Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barton Mines Corporation's sponsor-wide assets grew 10.2%, from $58M to $64M.
Where does The Barton Group 401(k) Plan rank by assets among Form 5500 filers? ▼
The Barton Group 401(k) Plan ranks in the 82nd 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 The Barton Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kag 401(k) Retirement Plan in TX ($38M, 1,695 participants).
Which 401(k) plans cover a similar participant headcount to The Barton Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants, N/A 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 231624372.

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.