401(k) · DOL Form 5500 · 2023

Barry University 401(k) Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
1,747
Participants Near avg headcount
91st
Percentile by assets National rank
$52,599
Avg per participant Low balance/head
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Official DOL plan name: Barry University 401(k) Plan · Sponsored by Barry University · Florida · Educational Services

$92M in assets, 1,747 participants

Barry University's Barry University 401(k) Plan reported $92M in total assets and 1,747 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,129 in Educational Services (3,735 peers)

Coverage in Florida

Barry University 401(k) Plan covers 1,747 participants in Florida, 2.8x the typical Florida plan (state average ~628 per filing). Assets: $92M.

#3,129
in Educational Services (3,735 peers)
+13.8%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Barry University 401(k) Plan's outsized position by total assets

Barry University 401(k) Plan vs every filed plan by assets

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

$91,889,829 Top 9% higher than 91% 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 401(k) 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. Barry University 401(k) Plan lands in the large band (1,747 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Barry University 401(k) Plan reported net income rose from -$13M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Barry University 401(k) Plan end-of-year assets rose from $81M in the plan year 2022 filing to $92M in the plan year 2023 filing.
  • Barry University 401(k) Plan reported participants fell from 1,785 in the plan year 2022 filing to 1,747 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 590624364 · Barry University PY 2023 · 401(k)

Barry University 401(k) Plan · $92M · 1,747 · 91st

  • EBSA $92M
  • EBSA 1,747
  • EBSA 91st
  • EBSA 401(k)
  • EBSA near Berkshire Group 401(k) Plan
  • EBSA ind #3129

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 401(k) Plan in the asset neighbourhood

Elior, Inc. 401(k) Plan$92MBarry University 401(k) Plan$92MBerkshire Group 401(k) Plan$92MHashicorp Inc. 401(k) Profit Sharing Plan and TrustHashicorp Inc. 401(k) Profit…$92MPerformance Automotive 401(k) PlanPerformance Automotive 401(k…$92M
End-of-year total assets ($M) among Barry University 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$92M
Net Income$11M
Employer EIN590624364
Plan Effective Date2012-01-01
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 401(k) Plans in Florida

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

Barry University 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Barry University 401(k) Plan, Total assets ($B): 0.091889829 · Participants: 1747Barry University 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Barry University 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Barry University 401(k) Plan side-by-side with 3 peers →

Barry University 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Berkshire Group 401(k) Plan in MA ($92M); by covered participants it is Donnelley Financial Savings Plan in IL (1,747 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($92M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,747 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 401(k) Plan assets move in 2023? ▼
Barry University 401(k) Plan grew at a solid clip - up 13.8% during 2023, from $81M to $92M. Reported net income was $11M.
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 401(k) Plan rank by assets among Form 5500 filers? ▼
Barry University 401(k) Plan ranks in the 91st 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 Barry University 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Berkshire Group 401(k) Plan in MA ($92M, 821 participants).
Which 401(k) plans cover a similar participant headcount to Barry University 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Donnelley Financial Savings Plan in IL (1,747 participants, $475M 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.