Other · DOL Form 5500 · 2023

Barry University Retirement Plan

Data updated 2026-08-25

$122M
Total assets Near avg plan size
451
Participants Below avg headcount
92nd
Percentile by assets National rank
$270,227
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#3,250
in Educational Services (3,735 peers)
+3.9%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Barry University Defined Contribution Plan's outsized position by total assets

Barry University Defined Contribution Plan vs every filed plan by assets

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

$121,872,458 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

Barry University Defined Contribution 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. Barry University Defined Contribution Plan sits mid-pack in the medium band (451 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 590624364 · Barry University PY 2023 · Other

Barry University Defined Contribution Plan · $122M · 451 · 92nd

  • EBSA $122M
  • PART 451
  • TYPE 92nd
  • NET Other
  • BOOK near Hampton University Defined Contribution Retirement Plan
  • VS-ST ind #3250

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 Educational Services retirement plans → · Plans in Florida →

Barry University Defined Contribution Plan in the asset neighbourhood

The Fedcap Group, Inc. Tax Deferred Annuity Retirement Plan for BuildingThe Fedcap Group, Inc. Tax D…$122MHampton University Defined Contribution Retirement PlanHampton University Defined C…$122MBarry University Defined Contribution PlanBarry University Defined Con…$122MRoosevelt University 403(b) Retirement PlanRoosevelt University 403(b) …$121MWoodward Academy, Inc. Retirement PlanWoodward Academy, Inc. Retir…$121M
End-of-year total assets ($M) among Barry University Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$117M
Net Assets (End of Year)$122M
Net Income$5M
Employer EIN590624364
Plan Effective Date1963-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barry University)

Sponsor-wide plan assets over time

All Barry University plans reported in each filing year

Latest sponsor-wide plan assets
$220M 10.862329627145547% vs 2022
2024 filing year
$190M$200M$210M$220M$230M 202220232024 $198M $220M ▲ +10.9%
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 Scatter plot of 6 data points. -100000100002000030000 00.511.522.5 Total assets ($B) Participants Barry University Defined Contribution Plan, Total assets ($B): 0.121872458 · Participants: 451Barry University Defined Contribution PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.720804746 · Participants: 12683University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundation Section 403(b) Plan
Barry University Defined Contribution Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Barry University Defined Contribution Plan side-by-side with 3 peers →

Barry University Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Hampton University Defined Contribution Retirement Plan in VA ($122M); by covered participants it is The Barstow School Defined Contribution Retirement Plan in MO (451 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (451 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 Barry University Defined Contribution Plan assets move in 2023? ▼
Barry University Defined Contribution Plan edged up modestly - up 3.9% during 2023, from $117M to $122M. Reported net income was $5M.
How have Barry University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barry University's sponsor-wide assets grew 10.9%, from $198M to $220M.
Where does Barry University Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Barry University Defined Contribution 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 Other plans are similar in size to Barry University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Hampton University Defined Contribution Retirement Plan in VA ($122M, 556 participants).
Which Other plans cover a similar participant headcount to Barry University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is The Barstow School Defined Contribution Retirement Plan in MO (451 participants, $25M 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 590624364.

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.