401(k) · DOL Form 5500 · 2023
Barton & Associates Inc. 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 415
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $46,817
- Avg per participant Low balance/head
Official DOL plan name: Barton & Associates Inc 401(k) Profit Sharing Plan and Trust · Sponsored by Barton & Associates Inc. · Massachusetts · Administrative & Support Services
$19M in assets, 415 participants
Barton & Associates Inc.'s Barton & Associates Inc 401(k) Profit Sharing Plan and Trust reported $19M in total assets and 415 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #3,746 in Administrative & Support Services (4,372 peers)
Barton & Associates Inc. multi-year trail
Barton & Associates Inc.'s plans moved +47.2% in assets from 2022 to 2024; this filing shows Barton & Associates Inc 401(k) Profit Sharing Plan and Trust at $19M / 415 participants.
- #3,746
- in Administrative & Support Services (4,372 peers)
- +27.8%
- assets growth YoY
Barton & Associates Inc 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Barton & Associates Inc 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,428,915 Top 28% higher than 72% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Barton & Associates Inc 401(k) Profit Sharing Plan and Trust 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. Barton & Associates Inc 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (415 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Barton & Associates Inc 401(k) Profit Sharing Plan and Trust reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Barton & Associates Inc 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Barton & Associates Inc 401(k) Profit Sharing Plan and Trust reported participants rose from 365 in the plan year 2022 filing to 415 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 043582777 · Barton & Associates Inc. PY 2023 · 401(k)
Barton & Associates Inc 401(k) Profit Sharing Plan and Trust · $19M · 415 · 72nd
- NET $19M
- BOOK 415
- VS-ST 72nd
- BOY 401(k)
- SCH near Wtg Corporate Services, LLC and Affiliated Companies 401(k) Plan
- EBSA ind #3746
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 Administrative & Support Services retirement plans → · Plans in Massachusetts →
Barton & Associates Inc 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Barton & Associates Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Barton & Associates Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 47.2391185571607% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 365 | $15M |
| 2023 | 1 | 415 | $19M |
| 2024 | 1 | 557 | $22M |
Barton & Associates Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $4M |
| Employer EIN | 043582777 |
| Plan Effective Date | 2007-11-11 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Barton & Associates Inc 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Wtg Corporate Services, LLC and Affiliated Companies 401(k) Plan in TX ($19M); by covered participants it is Infrastructure Consulting & Engineering, PLLC 401(k) Plan in SC (415 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (415 participants); asset peers above are excluded.
- Infrastructure Consulting & Engineering, PLLC 401(k) Plan (SC) 415 · 0 off
- Simms Restaurant Group 401(k) Plan (CA) 415 · 0 off
- Kalman & Company, Inc. Employees Savings & Trust (VA) 415 · 0 off
- Guideline 401(k) Plan (CA) 415 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.