401(k) · DOL Form 5500 · 2023

Barron Collier Partnership 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
156
Participants Small participant base
79th
Percentile by assets National rank
$195,720
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Barron Collier Partnership Savings Plan · Sponsored by Barron Collier Partnership · Florida · Agriculture, Forestry & Fishing

$31M in assets, 156 participants

Barron Collier Partnership's Barron Collier Partnership Savings Plan reported $31M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #1,114 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in Florida

Barron Collier Partnership Savings Plan covers 156 participants in Florida, about 25% of the average Florida filer (state average ~628 per filing). Assets: $31M.

#1,114
in Agriculture, Forestry & Fishing (1,288 peers)
+15.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Barron Collier Partnership Savings Plan's outsized position by total assets

Barron Collier Partnership Savings Plan vs every filed plan by assets

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

$30,532,301 Top 21% higher than 79% 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

Barron Collier Partnership Savings 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. Barron Collier Partnership Savings Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Barron Collier Partnership Savings Plan reported net income rose from -$8M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Barron Collier Partnership Savings Plan reported participants rose from 130 in the plan year 2022 filing to 156 in the plan year 2023 filing.
  • Barron Collier Partnership Savings Plan end-of-year assets rose from $26M in the plan year 2022 filing to $31M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 650247894 · Barron Collier Partnership PY 2023 · 401(k)

Barron Collier Partnership Savings Plan · $31M · 156 · 79th

  • PCT $31M
  • PCT 156
  • PCT 79th
  • PCT 401(k)
  • PCT near Solution Design Group 401(k) Profit Sharing Plan
  • PCT ind #1114

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Florida →

Barron Collier Partnership Savings Plan in the asset neighbourhood

Ronco Employees 401(k) Savings PlanRonco Employees 401(k) Savin…$31MBarron Collier Partnership Savings PlanBarron Collier Partnership S…$31MSolution Design Group 401(k) Profit Sharing PlanSolution Design Group 401(k)…$31MFurniture Mart USA, Inc. Employee Profit Sharing 401(k) PlanFurniture Mart USA, Inc. Emp…$31MJohn I. Haas, Inc. Non-Union 401(k) Retirement PlanJohn I. Haas, Inc. Non-Union…$31M
End-of-year total assets ($M) among Barron Collier Partnership Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$31M
Net Income$4M
Employer EIN650247894
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barron Collier Partnership)

Sponsor-wide plan assets over time

All Barron Collier Partnership plans reported in each filing year

Latest sponsor-wide plan assets
$33M 25.90776800134294% vs 2022
2024 filing year
$25M$30M$35M 202220232024 $26.5M $33.3M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 130 $26M
2023 1 156 $31M
2024 1 165 $33M

Nearby 401(k) Plans in Florida

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

Barron Collier Partnership Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Barron Collier Partnership Savings Plan, Total assets ($B): 0.030532301 · Participants: 156Barron Collier Partnership Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Barron Collier Partnership Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Barron Collier Partnership Savings Plan side-by-side with 3 peers →

Barron Collier Partnership Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Solution Design Group 401(k) Profit Sharing Plan in MN ($31M); by covered participants it is Motivating Graphics 401(k) Retirement Plan in TX (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Barron Collier Partnership Savings Plan assets move in 2023? ▼
Barron Collier Partnership Savings Plan grew sharply - up 15.3% during 2023, from $26M to $31M. Reported net income was $4M.
How have Barron Collier Partnership plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barron Collier Partnership's sponsor-wide assets grew 25.9%, from $26M to $33M.
Where does Barron Collier Partnership Savings Plan rank by assets among Form 5500 filers? ▼
Barron Collier Partnership Savings Plan ranks in the 79th 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 Barron Collier Partnership Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Solution Design Group 401(k) Profit Sharing Plan in MN ($31M, 217 participants).
Which 401(k) plans cover a similar participant headcount to Barron Collier Partnership Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Motivating Graphics 401(k) Retirement Plan in TX (156 participants, $1M 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 650247894.

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.