401(k) · DOL Form 5500 · 2023

Barri Financial Group, LLC (Dba Dolfintech) 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
674
Participants Below avg headcount
53rd
Percentile by assets National rank
$11,608
Avg per participant Low balance/head
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Official DOL plan name: Dolfintech 401(k) Plan · Sponsored by Barri Financial Group, LLC (Dba Dolfintech) · Texas · Finance & Insurance

$8M in assets, 674 participants

Barri Financial Group, LLC (Dba Dolfintech)'s Dolfintech 401(k) Plan reported $8M in total assets and 674 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,403 in Finance & Insurance (8,869 peers)

Barri Financial Group, LLC (Dba Dolfintech) multi-year trail

Barri Financial Group, LLC (Dba Dolfintech)'s plans moved +296.9% in assets from 2022 to 2024; this filing shows Dolfintech 401(k) Plan at $8M / 674 participants.

#3,403
in Finance & Insurance (8,869 peers)
+230.8%
assets growth YoY

Dolfintech 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Dolfintech 401(k) Plan vs every filed plan by assets

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

$7,823,915 Top 47% higher than 53% 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

Dolfintech 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. Dolfintech 401(k) Plan sits mid-pack in the medium band (674 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dolfintech 401(k) Plan reported net income rose from $64K in the plan year 2022 filing to $927K in the plan year 2023 filing.
  • Dolfintech 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Dolfintech 401(k) Plan reported participants rose from 663 in the plan year 2022 filing to 674 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 273743621 · Barri Financial Group, LLC (Dba Dolfintech) PY 2023 · 401(k)

Dolfintech 401(k) Plan · $8M · 674 · 53rd

  • EIN $8M
  • RANK 674
  • PHOTO 53rd
  • IND 401(k)
  • EOY near Alma Plantation Profit Sharing 401(k) Plan
  • 5500 ind #3403

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 Finance & Insurance retirement plans → · Plans in Texas →

Dolfintech 401(k) Plan in the asset neighbourhood

Dolfintech 401(k) Plan$8MAlma Plantation Profit Sharing 401(k) PlanAlma Plantation Profit Shari…$8MNortheastern Envelope Company, Employees' Profit Sharing TrustNortheastern Envelope Compan…$8MIlwu 401(k) Savings Plan$8MHarvey Alpert & Company, Inc. 401(k) Profit Sharing PlanHarvey Alpert & Company, Inc…$8M
End-of-year total assets ($M) among Dolfintech 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Barri Financial Group, LLC (Dba Dolfintech) multi-year asset trail

Sponsor-wide plan assets over time

All Barri Financial Group, LLC (Dba Dolfintech) plans reported in each filing year

Latest sponsor-wide plan assets
$9M 296.91794217129745% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $2.36M $9.39M ▲ +297.9%
Year Plans Participants Total Assets
2022 1 663 $2M
2023 1 674 $8M
2024 1 1,338 $9M

Barri Financial Group, LLC (Dba Dolfintech) filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$8M
Net Income$927K
Employer EIN273743621
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Dolfintech 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Dolfintech 401(k) Plan, Total assets ($B): 0.007823915 · Participants: 674Dolfintech 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Dolfintech 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Dolfintech 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Alma Plantation Profit Sharing 401(k) Plan in LA ($8M); by covered participants it is Toa (USA) 401(k) Plan in IN (674 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (674 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 Dolfintech 401(k) Plan assets move in 2023? ▼
Dolfintech 401(k) Plan surged - up 230.8% during 2023, from $2M to $8M. Reported net income was $927K.
How have Barri Financial Group, LLC (Dba Dolfintech) plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barri Financial Group, LLC (Dba Dolfintech)'s sponsor-wide assets grew 296.9%, from $2M to $9M.
Which 401(k) plans are similar in size to Dolfintech 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alma Plantation Profit Sharing 401(k) Plan in LA ($8M, 153 participants).
Which 401(k) plans cover a similar participant headcount to Dolfintech 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Toa (USA) 401(k) Plan in IN (674 participants, $22M 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 273743621.

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.