Other · DOL Form 5500 · 2023

The Barrie School, a Non-Profit Corporation Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
105
Participants Small participant base
48th
Percentile by assets National rank
$58,470
Avg per participant Low balance/head
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Official DOL plan name: The Barrie School Retirement Plan · Sponsored by The Barrie School, a Non-Profit Corporation · Maryland · Educational Services

$6M in assets, 105 participants

The Barrie School, a Non-Profit Corporation's The Barrie School Retirement Plan reported $6M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #1,230 in Educational Services (3,735 peers)

Coverage in Maryland

The Barrie School Retirement Plan covers 105 participants in Maryland, about 11% of the average Maryland filer (state average ~929 per filing). Assets: $6M.

#1,230
in Educational Services (3,735 peers)
+11.9%
assets growth YoY

The Barrie School Retirement Plan's mid-pack asset rank among Educational Services and all filers

The Barrie School Retirement Plan vs every filed plan by assets

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

$6,139,351 48th percentile higher than 48% 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

The Barrie School 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. The Barrie School Retirement Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Barrie School Retirement Plan reported net income rose from $125K in the plan year 2022 filing to $655K in the plan year 2023 filing.
  • The Barrie School Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The Barrie School Retirement Plan reported participants fell from 107 in the plan year 2022 filing to 105 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 521336863 · The Barrie School, a Non-Profit Corporation PY 2023 · Other

The Barrie School Retirement Plan · $6M · 105 · 48th

  • IND $6M
  • EOY 105
  • 5500 48th
  • ASSETS Other
  • PCT near Circle of Life Retirement 403b Plan
  • EIN ind #1230

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 Educational Services retirement plans → · Plans in Maryland →

The Barrie School Retirement Plan in the asset neighbourhood

The Barrie School Retirement PlanThe Barrie School Retirement…$6MCircle of Life Retirement 403b PlanCircle of Life Retirement 40…$6MPrimary Care Health Services, Inc. Savings and Retirement PlanPrimary Care Health Services…$6MNorth, Inc. Employee Savings PlanNorth, Inc. Employee Savings…$6MEden 403(b) Retirement Plan$6M
End-of-year total assets ($M) among The Barrie School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$655K
Employer EIN521336863
Plan Effective Date1993-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Barrie School, a Non-Profit Corporation)

Sponsor-wide plan assets over time

All The Barrie School, a Non-Profit Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$7M 25.310448071449283% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.48M $6.87M ▲ +25.4%
Year Plans Participants Total Assets
2022 1 107 $5M
2023 1 105 $6M
2024 1 119 $7M

Nearby Other Plans in Maryland

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

The Barrie School Retirement Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants The Barrie School Retirement Plan, Total assets ($B): 0.006139351 · Participants: 105The Barrie School Retirement PlanJohns Hopkins University 403(b) Plan, Total assets ($B): 7.843208337 · Participants: 25369Johns Hopkins University 403(b) PlanMedstar Health, Inc. Retirement Savings Plan, Total assets ($B): 2.964902016 · Participants: 31642Medstar Health, Inc. Retirement Savings PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan B, Total assets ($B): 2.653072821 · Participants: 9305The Johns Hopkins University Applied Physics Laboratory Pension Plan BHoward Hughes Medical Institute Retirement Savings Plan, Total assets ($B): 1.798525441 · Participants: 2154Howard Hughes Medical Institute Retirement Savings PlanJohns Hopkins Health System Corporation 403(b) Plan, Total assets ($B): 1.449412779 · Participants: 17639Johns Hopkins Health System Corporation 403(b) Plan
The Barrie School Retirement Plan vs. nearby Other plans in Maryland, assets vs. participants
Compare The Barrie School Retirement Plan side-by-side with 3 peers →

The Barrie School Retirement Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is Circle of Life Retirement 403b Plan in AR ($6M); by covered participants it is Trinity Christian Academy Defined Contribution Plan- in TN (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 The Barrie School Retirement Plan assets move in 2023? ▼
The Barrie School Retirement Plan grew at a solid clip - up 11.9% during 2023, from $5M to $6M. Reported net income was $655K.
How have The Barrie School, a Non-Profit Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Barrie School, a Non-Profit Corporation's sponsor-wide assets grew 25.3%, from $5M to $7M.
Which Other plans are similar in size to The Barrie School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Circle of Life Retirement 403b Plan in AR ($6M, 251 participants).
Which Other plans cover a similar participant headcount to The Barrie School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Trinity Christian Academy Defined Contribution Plan- in TN (105 participants, $3M 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 521336863.

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.