401(k) · DOL Form 5500 · 2023

H. H. Barnum Company 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
262
Participants Below avg headcount
80th
Percentile by assets National rank
$118,972
Avg per participant Near avg balance/head
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Official DOL plan name: H. H. Barnum Company 401(k) Profit Sharing Plan · Sponsored by H. H. Barnum Company · Michigan · Wholesale Trade

$31M in assets, 262 participants

H. H. Barnum Company's H. H. Barnum Company 401(k) Profit Sharing Plan reported $31M in total assets and 262 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #4,994 in Wholesale Trade (6,309 peers)

Coverage in Michigan

H. H. Barnum Company 401(k) Profit Sharing Plan covers 262 participants in Michigan, about 41% of the average Michigan filer (state average ~638 per filing). Assets: $31M.

#4,994
in Wholesale Trade (6,309 peers)
+31.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

H. H. Barnum Company 401(k) Profit Sharing Plan's outsized position by total assets

H. H. Barnum Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$31,170,749 Top 20% higher than 80% 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

H. H. Barnum Company 401(k) Profit Sharing 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. H. H. Barnum Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (262 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • H. H. Barnum Company 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • H. H. Barnum Company 401(k) Profit Sharing Plan reported participants rose from 194 in the plan year 2022 filing to 262 in the plan year 2023 filing.
  • H. H. Barnum Company 401(k) Profit Sharing Plan end-of-year assets rose from $24M in the plan year 2022 filing to $31M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 381753585 · H. H. Barnum Company PY 2023 · 401(k)

H. H. Barnum Company 401(k) Profit Sharing Plan · $31M · 262 · 80th

  • BOY $31M
  • BOY 262
  • BOY 80th
  • BOY 401(k)
  • BOY near Synamedia 401(k) Plan
  • BOY ind #4994

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 Wholesale Trade retirement plans → · Plans in Michigan →

H. H. Barnum Company 401(k) Profit Sharing Plan in the asset neighbourhood

H. H. Barnum Company 401(k) Profit Sharing PlanH. H. Barnum Company 401(k) …$31MSynamedia 401(k) Plan$31MOutcomes 401(k) Profit Sharing PlanOutcomes 401(k) Profit Shari…$31MKowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) PlanKowert, Hood, Munyon, Rankin…$31MKennebunk Savings Bank 401(k) PlanKennebunk Savings Bank 401(k…$31M
End-of-year total assets ($M) among H. H. Barnum Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$31M
Net Income$7M
Employer EIN381753585
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (H. H. Barnum Company)

Sponsor-wide plan assets over time

All H. H. Barnum Company plans reported in each filing year

Latest sponsor-wide plan assets
$31M 31.240335362576506% vs 2022
2023 filing year
$20M$25M$30M$35M 20222023 $23.8M $31.2M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 194 $24M
2023 1 262 $31M

Nearby 401(k) Plans in Michigan

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

H. H. Barnum Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants H. H. Barnum Company 401(k) Profit Sharing Plan, Total assets ($B): 0.031170749 · Participants: 262H. H. Barnum Company 401(k) Profit Sharing PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
H. H. Barnum Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare H. H. Barnum Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

H. H. Barnum Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Synamedia 401(k) Plan in CA ($31M); by covered participants it is Somerset Cpas, P.C. Profit Sharing and 401(k) Savings Plan in IN (262 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (262 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 H. H. Barnum Company 401(k) Profit Sharing Plan assets move in 2023? ▼
H. H. Barnum Company 401(k) Profit Sharing Plan surged - up 31.2% during 2023, from $24M to $31M. Reported net income was $7M.
How have H. H. Barnum Company plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), H. H. Barnum Company's sponsor-wide assets grew 31.2%, from $24M to $31M.
Where does H. H. Barnum Company 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
H. H. Barnum Company 401(k) Profit Sharing Plan ranks in the 80th 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 H. H. Barnum Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Synamedia 401(k) Plan in CA ($31M, 171 participants).
Which 401(k) plans cover a similar participant headcount to H. H. Barnum Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Somerset Cpas, P.C. Profit Sharing and 401(k) Savings Plan in IN (262 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 381753585.

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.