Profit Sharing · DOL Form 5500 · 2023

Barger Holdings, Inc. Profit Sharing Plan

Data updated 2026-08-25

$718K
Total assets Small plan by assets
11
Participants Small participant base
21st
Percentile by assets National rank
$65,261
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Barger Holdings, Inc. Retirement Plan · Sponsored by Barger Holdings, Inc. · Florida · Retail Trade

$718K in assets, 11 participants

Barger Holdings, Inc.'s Barger Holdings, Inc. Retirement Plan reported $718K in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,748 in Retail Trade (8,414 peers)

Barger Holdings, Inc. multi-year trail

Barger Holdings, Inc.'s plans moved +15.6% in assets from 2022 to 2024; this filing shows Barger Holdings, Inc. Retirement Plan at $718K / 11 participants.

#2,748
in Retail Trade (8,414 peers)
+17.7%
assets growth YoY

Barger Holdings, Inc. Retirement Plan among the smaller filed plans by assets

Barger Holdings, Inc. Retirement Plan vs every filed plan by assets

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

$717,866 21st percentile higher than 21% 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

Barger Holdings, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Barger Holdings, Inc. Retirement Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Barger Holdings, Inc. Retirement Plan reported net income rose from $88K in the plan year 2022 filing to $108K in the plan year 2023 filing.
  • Barger Holdings, Inc. Retirement Plan end-of-year assets rose from $610K in the plan year 2022 filing to $718K in the plan year 2023 filing.
  • Barger Holdings, Inc. Retirement Plan reported participants fell from 13 in the plan year 2022 filing to 11 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 463215093 · Barger Holdings, Inc. PY 2023 · Profit Sharing

Barger Holdings, Inc. Retirement Plan · $718K · 11 · 21st

  • 5500 $718K
  • 5500 11
  • 5500 21st
  • 5500 Profit Sharing
  • 5500 near E. Rivera Melendez Retirement Plan
  • 5500 ind #2748

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 →

Barger Holdings, Inc. Retirement Plan in the asset neighbourhood

Barger Holdings, Inc. Retirement PlanBarger Holdings, Inc. Retire…$718KE. Rivera Melendez Retirement PlanE. Rivera Melendez Retiremen…$718KE. Rivera Melendez Retirement PlanE. Rivera Melendez Retiremen…$718KMike Combs Inc. Retirement PlanMike Combs Inc. Retirement P…$718KD&m Murray Inc. Profit Sharing PlanD&m Murray Inc. Profit Shari…$718K
End-of-year total assets ($M) among Barger Holdings, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Barger Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Barger Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$706K 15.647486141570699% vs 2022
2024 filing year
$0.55M$0.6M$0.65M$0.7M$0.75M 202220232024 $0.61M $0.71M ▲ +16.4%
Year Plans Participants Total Assets
2022 1 13 $610K
2023 1 11 $718K
2024 1 15 $706K

Barger Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$610K
Net Assets (End of Year)$718K
Net Income$108K
Employer EIN463215093
Plan Effective Date2013-07-18
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Barger Holdings, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Barger Holdings, Inc. Retirement Plan, Total assets ($B): 0.000717866 · Participants: 11Barger Holdings, Inc. Retirement PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Barger Holdings, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Barger Holdings, Inc. Retirement Plan side-by-side with 3 peers →

Barger Holdings, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is E. Rivera Melendez Retirement Plan in PR ($718K); by covered participants it is Schur Sugarman Professional Corp Profit Sharing Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($718K here).

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Barger Holdings, Inc. Retirement Plan assets move in 2023? ▼
Barger Holdings, Inc. Retirement Plan grew sharply - up 17.7% during 2023, from $610K to $718K. Reported net income was $108K.
How have Barger Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barger Holdings, Inc.'s sponsor-wide assets grew 15.6%, from $610K to $706K.
Where does Barger Holdings, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Barger Holdings, Inc. Retirement Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Barger Holdings, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is E. Rivera Melendez Retirement Plan in PR ($718K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Barger Holdings, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Schur Sugarman Professional Corp Profit Sharing Plan in CA (11 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 463215093.

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.