Defined Benefit (Pension) · DOL Form 5500 · 2023

The Barton Group Pension Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
42
Participants Small participant base
76th
Percentile by assets National rank
$584,462
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Barton Group Pension Plan · Sponsored by The Barton Group · New York · Mining & Oil Extraction

$25M in assets, 42 participants

The Barton Group's The Barton Group Pension Plan reported $25M in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

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

Where The Barton Group Pension Plan sits by assets

The Barton Group Pension Plan sits in the top quartile of all filed plans by assets, $25M for 42 participants (~$584,462/participant), up 13.5% in 2023.

#484
in Mining & Oil Extraction (811 peers)
+13.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

The Barton Group Pension Plan's outsized position by total assets

The Barton Group Pension Plan vs every filed plan by assets

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

$24,547,418 Top 24% higher than 76% 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 Pension Plan among smaller 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 Pension Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Barton Group Pension Plan reported net income rose from -$6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Barton Group Pension Plan end-of-year assets rose from $22M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • The Barton Group Pension Plan reported participants fell from 46 in the plan year 2022 filing to 42 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 231624372 · The Barton Group PY 2023 · Defined Benefit (Pension)

The Barton Group Pension Plan · $25M · 42 · 76th

  • ASSETS $25M
  • ASSETS 42
  • ASSETS 76th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Interstate Batteries Employees Pension Plan
  • ASSETS ind #484

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 Pension Plan in the asset neighbourhood

Armstrong County Memorial Hospital Retirement Income PlanArmstrong County Memorial Ho…$25MCatholic United Financial Defined Benefit Retirement PlanCatholic United Financial De…$25MInterstate Batteries Employees Pension PlanInterstate Batteries Employe…$25MThe Barton Group Pension Plan$25MDuf6 Pension Plan for Grandfathered EmployeesDuf6 Pension Plan for Grandf…$25M
End-of-year total assets ($M) among The Barton Group Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN231624372
Plan Effective Date1984-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Barton Group)

Sponsor-wide plan assets over time

All The Barton Group 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 Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Barton Group Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants The Barton Group Pension Plan, Total assets ($B): 0.024547418 · Participants: 42The Barton Group Pension PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
The Barton Group Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The Barton Group Pension Plan side-by-side with 3 peers →

The Barton Group Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Interstate Batteries Employees Pension Plan in TX ($25M); by covered participants it is American Textile Maintenance Company Employees Cash Balance Pension Plan in CA (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Pension Plan assets move in 2023? ▼
The Barton Group Pension Plan grew at a solid clip - up 13.5% during 2023, from $22M to $25M. Reported net income was $3M.
How have The Barton Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Barton Group's sponsor-wide assets grew 10.2%, from $58M to $64M.
Where does The Barton Group Pension Plan rank by assets among Form 5500 filers? ▼
The Barton Group Pension Plan ranks in the 76th 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 Defined Benefit (Pension) plans are similar in size to The Barton Group Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Interstate Batteries Employees Pension Plan in TX ($25M, 84 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Barton Group Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is American Textile Maintenance Company Employees Cash Balance Pension Plan in CA (42 participants, $6K 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.