401(k) · DOL Form 5500 · 2023

Mengel, Metzger, Barr & Co. LLP 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
193
Participants Below avg headcount
87th
Percentile by assets National rank
$307,875
Avg per participant High balance/head
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Official DOL plan name: Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan · Sponsored by Mengel, Metzger, Barr & Co. LLP · New York · Professional & Technical Services

$59M in assets, 193 participants

Mengel, Metzger, Barr & Co. LLP's Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan reported $59M in total assets and 193 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,956 in Professional & Technical Services (20,321 peers)

Coverage in New York

Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan covers 193 participants in New York, about 24% of the average New York filer (state average ~798 per filing). Assets: $59M.

#17,956
in Professional & Technical Services (20,321 peers)
+28.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan's outsized position by total assets

Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan vs every filed plan by assets

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

$59,419,971 Top 13% higher than 87% 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

Mengel, Metzger, Barr & Co. LLP Retirement Savings 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. Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan sits mid-pack in the medium band (193 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan reported net income rose from $4M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan end-of-year assets rose from $46M in the plan year 2022 filing to $59M in the plan year 2023 filing.
  • Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan reported participants rose from 179 in the plan year 2022 filing to 193 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 161092347 · Mengel, Metzger, Barr & Co. LLP PY 2023 · 401(k)

Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan · $59M · 193 · 87th

  • PHOTO $59M
  • PHOTO 193
  • PHOTO 87th
  • PHOTO 401(k)
  • PHOTO near Tencate USA Savings Plan
  • PHOTO ind #17956

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 New York →

Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan in the asset neighbourhood

Mengel, Metzger, Barr & Co. LLP Retirement Savings PlanMengel, Metzger, Barr & Co. …$59MTencate USA Savings Plan$59MBest Friends Animal Society 401(k) Savings PlanBest Friends Animal Society …$59MCleveland Brothers Retirement Plan for Union EmployeesCleveland Brothers Retiremen…$59MJapan Airlines Tax Advantaged Savings Account PlanJapan Airlines Tax Advantage…$59M
End-of-year total assets ($M) among Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$59M
Net Income$13M
Employer EIN161092347
Plan Effective Date1986-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mengel, Metzger, Barr & Co. LLP)

Sponsor-wide plan assets over time

All Mengel, Metzger, Barr & Co. LLP plans reported in each filing year

Latest sponsor-wide plan assets
$69M 48.78170193980133% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $46.2M $68.7M ▲ +48.8%
Year Plans Participants Total Assets
2022 1 179 $46M
2023 1 193 $59M
2024 1 207 $69M

Nearby 401(k) Plans in New York

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

Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan, Total assets ($B): 0.059419971 · Participants: 193Mengel, Metzger, Barr & Co. LLP Retirement Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan side-by-side with 3 peers →

Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tencate USA Savings Plan in GA ($59M); by covered participants it is Kevin, Inc. Profit Sharing Plan in ME (193 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (193 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 Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan assets move in 2023? ▼
Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan grew sharply - up 28.7% during 2023, from $46M to $59M. Reported net income was $13M.
How have Mengel, Metzger, Barr & Co. LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mengel, Metzger, Barr & Co. LLP's sponsor-wide assets grew 48.8%, from $46M to $69M.
Where does Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tencate USA Savings Plan in GA ($59M, 464 participants).
Which 401(k) plans cover a similar participant headcount to Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kevin, Inc. Profit Sharing Plan in ME (193 participants, $22M 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 161092347.

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.