401(k) · DOL Form 5500 · 2023

Barkan Management Company, Inc. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
619
Participants Below avg headcount
83rd
Percentile by assets National rank
$65,719
Avg per participant Below avg balance/head
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Official DOL plan name: The Barkan Companies 401(k) Plan · Sponsored by Barkan Management Company, Inc. · Massachusetts · Real Estate

$41M in assets, 619 participants

Barkan Management Company, Inc.'s The Barkan Companies 401(k) Plan reported $41M in total assets and 619 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #4,398 in Real Estate (4,727 peers)

Where The Barkan Companies 401(k) Plan sits by assets

The Barkan Companies 401(k) Plan sits in the top quartile of all filed plans by assets, $41M for 619 participants (~$65,719/participant), up 18.0% in 2023.

#4,398
in Real Estate (4,727 peers)
+18.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Barkan Companies 401(k) Plan's outsized position by total assets

The Barkan Companies 401(k) Plan vs every filed plan by assets

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

$40,679,977 Top 17% higher than 83% 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

The Barkan Companies 401(k) 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. The Barkan Companies 401(k) Plan sits mid-pack in the medium band (619 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Barkan Companies 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The Barkan Companies 401(k) Plan end-of-year assets rose from $34M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • The Barkan Companies 401(k) Plan reported participants rose from 612 in the plan year 2022 filing to 619 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042724804 · Barkan Management Company, Inc. PY 2023 · 401(k)

The Barkan Companies 401(k) Plan · $41M · 619 · 83rd

  • ASSETS $41M
  • ASSETS 619
  • ASSETS 83rd
  • ASSETS 401(k)
  • ASSETS near Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc.
  • ASSETS ind #4398

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 Real Estate retirement plans → · Plans in Massachusetts →

The Barkan Companies 401(k) Plan in the asset neighbourhood

The Barkan Companies 401(k) PlanThe Barkan Companies 401(k) …$41MProfit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc.Profit Sharing Plan for the …$41MThe Beaver Excavating Company Profit Sharing PlanThe Beaver Excavating Compan…$41M401(k)/Profit Sharing Retirement Plan of the Shockey Companies401(k)/Profit Sharing Retire…$41MTeijin Employees' Savings PlanTeijin Employees' Savings Pl…$41M
End-of-year total assets ($M) among The Barkan Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$41M
Net Income$6M
Employer EIN042724804
Plan Effective Date1995-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barkan Management Company, Inc.)

Sponsor-wide plan assets over time

All Barkan Management Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 25.668386706166658% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $34.5M $43.3M ▲ +25.7%
Year Plans Participants Total Assets
2022 1 612 $34M
2023 1 619 $41M
2024 1 584 $43M

Nearby 401(k) Plans in Massachusetts

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

The Barkan Companies 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants The Barkan Companies 401(k) Plan, Total assets ($B): 0.040679977 · Participants: 619The Barkan Companies 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
The Barkan Companies 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The Barkan Companies 401(k) Plan side-by-side with 3 peers →

The Barkan Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. in FL ($41M); by covered participants it is The Southern Devall Group 401(k) Plan in TN (619 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (619 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 The Barkan Companies 401(k) Plan assets move in 2023? ▼
The Barkan Companies 401(k) Plan grew sharply - up 18.0% during 2023, from $34M to $41M. Reported net income was $6M.
How have Barkan Management Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barkan Management Company, Inc.'s sponsor-wide assets grew 25.7%, from $34M to $43M.
Where does The Barkan Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
The Barkan Companies 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Barkan Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. in FL ($41M, 150 participants).
Which 401(k) plans cover a similar participant headcount to The Barkan Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Southern Devall Group 401(k) Plan in TN (619 participants, $59M 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 042724804.

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.