401(k) · DOL Form 5500 · 2023

Barnes Wendling Cpas, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
78
Participants Small participant base
73rd
Percentile by assets National rank
$257,836
Avg per participant Above avg balance/head
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Official DOL plan name: Barnes Wendling Cpas, Inc. 401(k) Profit Sharing Plan · Sponsored by Barnes Wendling Cpas, Inc. · Ohio · Professional & Technical Services

$20M in assets, 78 participants

Barnes Wendling Cpas, Inc.'s Barnes Wendling Cpas, Inc. 401(k) Profit Sharing Plan reported $20M in total assets and 78 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,745 in Professional & Technical Services (20,321 peers)

Barnes Wendling Cpas, Inc. multi-year trail

Barnes Wendling Cpas, Inc.'s plans moved +28.2% in assets from 2022 to 2024; this filing shows Barnes Wendling Cpas, Inc. 401(k) Profit Sharing Plan at $20M / 78 participants.

#14,745
in Professional & Technical Services (20,321 peers)
+18.8%
assets growth YoY

Barnes Wendling Cpas, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Barnes Wendling Cpas, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$20,111,197 Top 27% higher than 73% 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

Barnes Wendling Cpas, Inc. 401(k) Profit Sharing 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. Barnes Wendling Cpas, Inc. 401(k) Profit Sharing Plan is a small filing (78 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Barnes Wendling Cpas, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Barnes Wendling Cpas, Inc. 401(k) Profit Sharing Plan reported participants rose from 74 in the plan year 2022 filing to 78 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 341463411 · Barnes Wendling Cpas, Inc. PY 2023 · 401(k)

Barnes Wendling Cpas, Inc. 401(k) Profit Sharing Plan · $20M · 78 · 73rd

  • BOY $20M
  • BOY 78
  • BOY 73rd
  • BOY 401(k)
  • BOY near Tandym Group Holdings, LLC
  • BOY ind #14745

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Barnes Wendling Cpas, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Barnes Wendling Cpas, Inc. 401(k) Profit Sharing PlanBarnes Wendling Cpas, Inc. 4…$20MTandym Group Holdings, LLC$20MReel Fx 401(k) and Profit Sharing PlanReel Fx 401(k) and Profit Sh…$20MConklin Metal Industries, Inc. 401(k) Employee Savings Plan and TrustConklin Metal Industries, In…$20MRdr, Inc. 401(k) Profit Sharing PlanRdr, Inc. 401(k) Profit Shar…$20M
End-of-year total assets ($M) among Barnes Wendling Cpas, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Barnes Wendling Cpas, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Barnes Wendling Cpas, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 28.21915475003963% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $16.9M $21.7M ▲ +28.2%
Year Plans Participants Total Assets
2022 1 74 $17M
2023 1 78 $20M
2024 1 75 $22M

Barnes Wendling Cpas, Inc. filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN341463411
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Barnes Wendling Cpas, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Barnes Wendling Cpas, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.020111197 · Participants: 78Barnes Wendling Cpas, Inc. 401(k) Profit Sharing PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Barnes Wendling Cpas, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Barnes Wendling Cpas, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Barnes Wendling Cpas, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Tandym Group Holdings, LLC in NY ($20M); by covered participants it is Rasi 401(k) Plan in CO (78 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (78 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 Barnes Wendling Cpas, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Barnes Wendling Cpas, Inc. 401(k) Profit Sharing Plan grew sharply - up 18.8% during 2023, from $17M to $20M. Reported net income was $3M.
How have Barnes Wendling Cpas, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barnes Wendling Cpas, Inc.'s sponsor-wide assets grew 28.2%, from $17M to $22M.
Which 401(k) plans are similar in size to Barnes Wendling Cpas, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tandym Group Holdings, LLC in NY ($20M, 5,511 participants).
Which 401(k) plans cover a similar participant headcount to Barnes Wendling Cpas, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rasi 401(k) Plan in CO (78 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 341463411.

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.