401(k)
2023 plan-year 401(k) DOL Form 5500

Barton Malow Profit Sharing and Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Barton Malow Holdings LLC · Michigan · Construction

What the 2023 filing shows

Barton Malow Profit Sharing and Savings Plan holds $285M for 1,131 participants — about $252,278 per participant, up 25.0% over the 2023 plan year.

$285M
total plan assets (2023 EOY)
1,131
covered participants
$252,278
avg assets per participant
+25.0%
assets growth YoY
Total Assets (2023)
$285M
Participants
1,131
State
Industry
Construction

What the Filing Says About Barton Malow Profit Sharing and Savings Plan

Barton Malow Profit Sharing and Savings Plan is a 401(k) retirement plan sponsored by Barton Malow Holdings LLC, headquartered in Michigan. As of the 2023 Form 5500 filing, the plan reports $285M in total end-of-year assets and covers 1,131 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 843081538, and the plan has been effective since 1952-03-31. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $228M at the beginning of 2023 to $285M at year-end — a gain of 25.0%. Net assets (after liabilities) closed the year at $285M, with reported net income of $57M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$228M
Total Assets (End of Year)$285M
Net Assets (End of Year)$285M
Net Income$57M
Plan Type401(k)
Employer EIN843081538
Plan Effective Date1952-03-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Barton Malow Holdings LLC)

Year Plans Participants Total Assets
2022 1 1,050 $228M
2023 1 1,131 $285M
2024 1 1,299 $313M

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Frequently Asked Questions

How much money is in the Barton Malow Profit Sharing and Savings Plan?
As of the 2023 Form 5500 filing, Barton Malow Profit Sharing and Savings Plan holds $285M in total assets with 1,131 participants. It is sponsored by Barton Malow Holdings LLC.
What type of plan is Barton Malow Profit Sharing and Savings Plan?
Barton Malow Profit Sharing and Savings Plan is a 401(k) plan. It has been effective since 1952-03-31. The plan is filed with the U.S. Department of Labor under EIN 843081538.
Who sponsors the Barton Malow Profit Sharing and Savings Plan?
Barton Malow Profit Sharing and Savings Plan is sponsored by Barton Malow Holdings LLC, located in Michigan. The sponsor's EIN is 843081538 and the plan operates in the Construction industry.
How did Barton Malow Profit Sharing and Savings Plan perform in 2023?
Barton Malow Profit Sharing and Savings Plan grew by 25.0% during 2023, moving from $228M to $285M in total assets. Net income was $57M.
Where can I find official filings for Barton Malow Profit Sharing and Savings Plan?
Official Form 5500 filings for Barton Malow Profit Sharing and Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 843081538 or plan name at efast.dol.gov.
How does Barton Malow Profit Sharing and Savings Plan compare to other plans?
You can compare Barton Malow Profit Sharing and Savings Plan against other 401(k) plans on the plan type page, or view plans in Michigan on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 843081538.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.