Other · DOL Form 5500 · 2023
Barry University Retirement Plan
Data updated 2026-08-11
- $122M
- Total assets
- 451
- Participants
- 92nd
- Percentile by assets
- $270,227
- Avg per participant
Official DOL plan name: Barry University Defined Contribution Plan · Sponsored by Barry University · Florida · Educational Services
$122M in assets, 451 participants
Barry University's Barry University Defined Contribution Plan reported $122M in total assets and 451 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.
- 92nd percentile by assets (of 127,072 plans)
- #3,250 in Educational Services (3,735 peers)
Where Barry University Defined Contribution Plan sits by assets
Barry University Defined Contribution Plan sits in the top 10% of all filed plans by assets, $122M for 451 participants (~$270,227/participant), up 3.9% in 2023.
- $122M
- total plan assets (2023 EOY)
- 451
- covered participants
- 92nd
- percentile by assets (of 127,072 plans)
- $270,227
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Barry University Defined Contribution Plan reported net income rose from -$22M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Barry University Defined Contribution Plan reported participants fell from 492 in the plan year 2022 filing to 451 in the plan year 2023 filing.
- Barry University Defined Contribution Plan end-of-year assets rose from $117M in the plan year 2022 filing to $122M in the plan year 2023 filing.
Barry University Defined Contribution Plan vs the 2023 asset distribution
By assets, Barry University Defined Contribution Plan outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $117M |
|---|---|
| Net Assets (End of Year) | $122M |
| Net Income | $5M |
| Employer EIN | 590624364 |
| Plan Effective Date | 1963-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Barry University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,277 | $198M |
| 2023 | 2 | 2,198 | $214M |
| 2024 | 2 | 2,742 | $220M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
Barry University Defined Contribution Plan vs. nearby Other plans in Florida, assets vs. participants
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.3B · 25,214
- University of Miami Retirement Savings Plan $1.7B · 12,683
- Orlando Health Retirement Savings Plan 403b $1.6B · 26,087
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.1B · 972
- The Nemours Foundation Section 403(b) Plan $1.1B · 8,505
Similar-Sized Other Plans Nationally
Other plans in other states closest to Barry University Defined Contribution Plan by total assets, not by location.
- Hampton University Defined Contribution Retirement Plan (VA) $122M · 556
- The Fedcap Group, Inc. Tax Deferred Annuity Retirement Plan for Building (NY) $122M · 1,073
- Roosevelt University 403(b) Retirement Plan (IL) $121M · 522
- Woodward Academy, Inc. Retirement Plan (GA) $121M · 722
Frequently Asked Questions
How did Barry University Defined Contribution Plan assets move in 2023? ▼
How have Barry University plan assets changed over time? ▼
Where does Barry University Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Barry University Defined Contribution Plan? ▼
Next read for Barry University Defined Contribution Pl…
Scale reading
Ways to act on Barry University Defined Contribution Plan's numbers.
- By total assets, Barry University Defined Contribution Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Florida. Compare plans
- Barry University's sponsor-wide assets have grown 10.9% since 2022 across 3 plan years on file. More Educational Services plans