401(k) · DOL Form 5500 · 2023

Barrett-Jackson Auction Company, L.L.C. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
135
Participants Small participant base
41st
Percentile by assets National rank
$31,240
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Barrett-Jackson 401(k) Plan · Sponsored by Barrett-Jackson Auction Company, L.L.C. · Arizona · Retail Trade

$4M in assets, 135 participants

Barrett-Jackson Auction Company, L.L.C.'s Barrett-Jackson 401(k) Plan reported $4M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,379 in Retail Trade (8,414 peers)

Coverage in Arizona

Barrett-Jackson 401(k) Plan covers 135 participants in Arizona, about 24% of the average Arizona filer (state average ~564 per filing). Assets: $4M.

#4,379
in Retail Trade (8,414 peers)
+30.8%
assets growth YoY

Barrett-Jackson 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Barrett-Jackson 401(k) Plan vs every filed plan by assets

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

$4,217,394 41st percentile higher than 41% 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

Barrett-Jackson 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. Barrett-Jackson 401(k) Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Barrett-Jackson 401(k) Plan reported net income rose from -$37K in the plan year 2022 filing to $994K in the plan year 2023 filing.
  • Barrett-Jackson 401(k) Plan reported participants rose from 101 in the plan year 2022 filing to 135 in the plan year 2023 filing.
  • Barrett-Jackson 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 860857597 · Barrett-Jackson Auction Company, L.L.C. PY 2023 · 401(k)

Barrett-Jackson 401(k) Plan · $4M · 135 · 41st

  • PART $4M
  • TYPE 135
  • NET 41st
  • BOOK 401(k)
  • VS-ST near Hirst Applegate, LLP 401(k) Profit Sharing Plan
  • BOY ind #4379

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 Retail Trade retirement plans → · Plans in Arizona →

Barrett-Jackson 401(k) Plan in the asset neighbourhood

Barrett-Jackson 401(k) Plan$4MHirst Applegate, LLP 401(k) Profit Sharing PlanHirst Applegate, LLP 401(k) …$4MRoot Spitznas & Smiley, Inc. 401(k) PlanRoot Spitznas & Smiley, Inc.…$4MActon Management, Inc. 401(k) Profit Sharing PlanActon Management, Inc. 401(k…$4MAdvanced Healthcare Management, Inc. 401(k) PlanAdvanced Healthcare Manageme…$4M
End-of-year total assets ($M) among Barrett-Jackson 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$994K
Employer EIN860857597
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barrett-Jackson Auction Company, L.L.C.)

Sponsor-wide plan assets over time

All Barrett-Jackson Auction Company, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 73.24514058975485% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $3.22M $5.59M ▲ +73.6%
Year Plans Participants Total Assets
2022 1 101 $3M
2023 1 135 $4M
2024 1 131 $6M

Nearby 401(k) Plans in Arizona

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

Barrett-Jackson 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Barrett-Jackson 401(k) Plan, Total assets ($B): 0.004217394 · Participants: 135Barrett-Jackson 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Barrett-Jackson 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Barrett-Jackson 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Hirst Applegate, LLP 401(k) Profit Sharing Plan in WY ($4M); by covered participants it is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Barrett-Jackson 401(k) Plan assets move in 2023? ▼
Barrett-Jackson 401(k) Plan surged - up 30.8% during 2023, from $3M to $4M. Reported net income was $994K.
How have Barrett-Jackson Auction Company, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barrett-Jackson Auction Company, L.L.C.'s sponsor-wide assets grew 73.2%, from $3M to $6M.
Which 401(k) plans are similar in size to Barrett-Jackson 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hirst Applegate, LLP 401(k) Profit Sharing Plan in WY ($4M, 22 participants).
Which 401(k) plans cover a similar participant headcount to Barrett-Jackson 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants, N/A 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 860857597.

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.