401(k) · DOL Form 5500 · 2023

Bartow Ford Co. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
247
Participants Below avg headcount
66th
Percentile by assets National rank
$56,383
Avg per participant Low balance/head
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Official DOL plan name: Bartow Ford Co. 401(k) Retirement Plan · Sponsored by Bartow Ford Co. · Florida · Retail Trade

$14M in assets, 247 participants

Bartow Ford Co.'s Bartow Ford Co. 401(k) Retirement Plan reported $14M in total assets and 247 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #6,430 in Retail Trade (8,414 peers)

Coverage in Florida

Bartow Ford Co. 401(k) Retirement Plan covers 247 participants in Florida, about 39% of the average Florida filer (state average ~628 per filing). Assets: $14M.

#6,430
in Retail Trade (8,414 peers)
+25.5%
assets growth YoY

Bartow Ford Co. 401(k) Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Bartow Ford Co. 401(k) Retirement Plan vs every filed plan by assets

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

$13,926,545 Top 34% higher than 66% 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

Bartow Ford Co. 401(k) Retirement 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. Bartow Ford Co. 401(k) Retirement Plan sits mid-pack in the medium band (247 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bartow Ford Co. 401(k) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Bartow Ford Co. 401(k) Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Bartow Ford Co. 401(k) Retirement Plan reported participants fell from 253 in the plan year 2022 filing to 247 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 590687878 · Bartow Ford Co. PY 2023 · 401(k)

Bartow Ford Co. 401(k) Retirement Plan · $14M · 247 · 66th

  • IND $14M
  • EOY 247
  • 5500 66th
  • ASSETS 401(k)
  • PCT near Core Bank Profit Sharing Plan and Trust
  • EIN ind #6430

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 Florida →

Bartow Ford Co. 401(k) Retirement Plan in the asset neighbourhood

Bartow Ford Co. 401(k) Retirement PlanBartow Ford Co. 401(k) Retir…$14MCore Bank Profit Sharing Plan and TrustCore Bank Profit Sharing Pla…$14MJade Global Inc. 401(k) Psp$14MRubicon Technologies, LLC 401(k) PlanRubicon Technologies, LLC 40…$14MVeridiam, Inc. Retirement Savings PlanVeridiam, Inc. Retirement Sa…$14M
End-of-year total assets ($M) among Bartow Ford Co. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN590687878
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bartow Ford Co.)

Sponsor-wide plan assets over time

All Bartow Ford Co. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 42.63997943688278% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.1M $15.8M ▲ +42.6%
Year Plans Participants Total Assets
2022 1 253 $11M
2023 1 247 $14M
2024 1 257 $16M

Nearby 401(k) Plans in Florida

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

Bartow Ford Co. 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Bartow Ford Co. 401(k) Retirement Plan, Total assets ($B): 0.013926545 · Participants: 247Bartow Ford Co. 401(k) Retirement 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
Bartow Ford Co. 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Bartow Ford Co. 401(k) Retirement Plan side-by-side with 3 peers →

Bartow Ford Co. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Core Bank Profit Sharing Plan and Trust in NE ($14M); by covered participants it is Associated Home Care, LLC 401(k) Plan in MA (247 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (247 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 Bartow Ford Co. 401(k) Retirement Plan assets move in 2023? ▼
Bartow Ford Co. 401(k) Retirement Plan grew sharply - up 25.5% during 2023, from $11M to $14M. Reported net income was $3M.
How have Bartow Ford Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bartow Ford Co.'s sponsor-wide assets grew 42.6%, from $11M to $16M.
Which 401(k) plans are similar in size to Bartow Ford Co. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Core Bank Profit Sharing Plan and Trust in NE ($14M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Bartow Ford Co. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Home Care, LLC 401(k) Plan in MA (247 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 590687878.

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.