401(k) · DOL Form 5500 · 2024

Barrett Mcnagny LLP 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
74
Participants Small participant base
85th
Percentile by assets National rank
$715,497
Avg per participant High balance/head
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Official DOL plan name: Barrett Mcnagny LLP Profit Sharing Plan & Trust · Sponsored by Barrett Mcnagny LLP · Indiana · Professional & Technical Services

$53M in assets, 74 participants

Barrett Mcnagny LLP's Barrett Mcnagny LLP Profit Sharing Plan & Trust reported $53M in total assets and 74 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,274 in Professional & Technical Services (20,173 peers)

Where Barrett Mcnagny LLP Profit Sharing Plan & Trust sits by assets

Barrett Mcnagny LLP Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $53M for 74 participants (~$715,497/participant), up 12.3% in 2024.

#17,274
in Professional & Technical Services (20,173 peers)
+12.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Barrett Mcnagny LLP Profit Sharing Plan & Trust's outsized position by total assets

Barrett Mcnagny LLP Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$52,946,746 Top 15% higher than 85% of 123,620 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 2024

Barrett Mcnagny LLP Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Barrett Mcnagny LLP Profit Sharing Plan & Trust is a small filing (74 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Barrett Mcnagny LLP Profit Sharing Plan & Trust reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Barrett Mcnagny LLP Profit Sharing Plan & Trust end-of-year assets rose from $47M in the plan year 2023 filing to $53M in the plan year 2024 filing.
  • Barrett Mcnagny LLP Profit Sharing Plan & Trust reported participants fell from 75 in the plan year 2023 filing to 74 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 350865850 · Barrett Mcnagny LLP PY 2024 · 401(k)

Barrett Mcnagny LLP Profit Sharing Plan & Trust · $53M · 74 · 85th

  • EBSA $53M
  • EBSA 74
  • EBSA 85th
  • EBSA 401(k)
  • EBSA near Castle Biosciences, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #17274

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 Indiana →

Barrett Mcnagny LLP Profit Sharing Plan & Trust in the asset neighbourhood

Barrett Mcnagny LLP Profit Sharing Plan & TrustBarrett Mcnagny LLP Profit S…$53MCastle Biosciences, Inc. 401(k) Profit Sharing PlanCastle Biosciences, Inc. 401…$53MElkus Manfredi Architects Ltd. 401(k) PlanElkus Manfredi Architects Lt…$53MAires 401(k) Profit Sharing PlanAires 401(k) Profit Sharing …$53MSymbria 401(k) Plan$53M
End-of-year total assets ($M) among Barrett Mcnagny LLP Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$53M
Net Income$6M
Employer EIN350865850
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barrett Mcnagny LLP)

Sponsor-wide plan assets over time

All Barrett Mcnagny LLP plans reported in each filing year

Latest sponsor-wide plan assets
$53M 35.420703427825025% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $39.1M $53M ▲ +35.4%
Year Plans Participants Total Assets
2022 1 76 $39M
2023 1 75 $47M
2024 1 74 $53M

Nearby 401(k) Plans in Indiana

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

Barrett Mcnagny LLP Profit Sharing Plan & Trust vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Barrett Mcnagny LLP Profit Sharing Plan & Trust, Total assets ($B): 0.052946746 · Participants: 74Barrett Mcnagny LLP Profit Sharing Plan & TrustThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Barrett Mcnagny LLP Profit Sharing Plan & Trust vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Barrett Mcnagny LLP Profit Sharing Plan & Trust side-by-side with 3 peers →

Barrett Mcnagny LLP Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Castle Biosciences, Inc. 401(k) Profit Sharing Plan in TX ($53M); by covered participants it is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (74 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($53M here).

Similar participant headcount

Nearest other-state filings by covered participants (74 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Barrett Mcnagny LLP Profit Sharing Plan & Trust assets move in 2024? ▼
Barrett Mcnagny LLP Profit Sharing Plan & Trust grew at a solid clip - up 12.3% during 2024, from $47M to $53M. Reported net income was $6M.
How have Barrett Mcnagny LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barrett Mcnagny LLP's sponsor-wide assets grew 35.4%, from $39M to $53M.
Where does Barrett Mcnagny LLP Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Barrett Mcnagny LLP Profit Sharing Plan & Trust ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Barrett Mcnagny LLP Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Castle Biosciences, Inc. 401(k) Profit Sharing Plan in TX ($53M, 615 participants).
Which 401(k) plans cover a similar participant headcount to Barrett Mcnagny LLP Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (74 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 350865850.

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.