401(k) · DOL Form 5500 · 2024

Barry Isett & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
243
Participants Below avg headcount
73rd
Percentile by assets National rank
$96,232
Avg per participant Below avg balance/head
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Official DOL plan name: Barry Isett & Associates Inc 401(k) Ps Plan · Sponsored by Barry Isett & Associates, Inc. · Pennsylvania · Professional & Technical Services

$23M in assets, 243 participants

Barry Isett & Associates, Inc.'s Barry Isett & Associates Inc 401(k) Ps Plan reported $23M in total assets and 243 participants in its 2024 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.

  • #14,677 in Professional & Technical Services (20,173 peers)

Coverage in Pennsylvania

Barry Isett & Associates Inc 401(k) Ps Plan covers 243 participants in Pennsylvania, about 30% of the average Pennsylvania filer (state average ~822 per filing). Assets: $23M.

#14,677
in Professional & Technical Services (20,173 peers)
+11.7%
assets growth YoY

Barry Isett & Associates Inc 401(k) Ps Plan's outsized position by total assets

Barry Isett & Associates Inc 401(k) Ps Plan vs every filed plan by assets

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

$23,384,297 Top 27% higher than 73% 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

Barry Isett & Associates Inc 401(k) Ps Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Barry Isett & Associates Inc 401(k) Ps Plan sits mid-pack in the medium band (243 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Barry Isett & Associates Inc 401(k) Ps Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Barry Isett & Associates Inc 401(k) Ps Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Barry Isett & Associates Inc 401(k) Ps Plan reported participants rose from 240 in the plan year 2023 filing to 243 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 232489372 · Barry Isett & Associates, Inc. PY 2024 · 401(k)

Barry Isett & Associates Inc 401(k) Ps Plan · $23M · 243 · 73rd

  • RANK $23M
  • PHOTO 243
  • IND 73rd
  • EOY 401(k)
  • 5500 near Mpd 401(k) Retirement Savings Plan
  • ASSETS ind #14677

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 Pennsylvania →

Barry Isett & Associates Inc 401(k) Ps Plan in the asset neighbourhood

Jaeger Lumber & Supply Company, Inc. 401(k) Profit Sharing PlanJaeger Lumber & Supply Compa…$23MBarry Isett & Associates Inc 401(k) Ps PlanBarry Isett & Associates Inc…$23MMpd 401(k) Retirement Savings PlanMpd 401(k) Retirement Saving…$23MSa Photonics, Inc. 401(k) PlanSa Photonics, Inc. 401(k) Pl…$23MWestern States Regional Council of Carpenters 401(k) PlanWestern States Regional Coun…$23M
End-of-year total assets ($M) among Barry Isett & Associates Inc 401(k) Ps Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN232489372
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barry Isett & Associates, Inc.)

Sponsor-wide plan assets over time

All Barry Isett & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 48.47817288141276% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20M $29.8M ▲ +48.5%
Year Plans Participants Total Assets
2022 2 443 $20M
2023 2 489 $25M
2024 2 497 $30M

Nearby 401(k) Plans in Pennsylvania

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

Barry Isett & Associates Inc 401(k) Ps Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Barry Isett & Associates Inc 401(k) Ps Plan, Total assets ($B): 0.023384297 · Participants: 243Barry Isett & Associates Inc 401(k) Ps PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Barry Isett & Associates Inc 401(k) Ps Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Barry Isett & Associates Inc 401(k) Ps Plan side-by-side with 3 peers →

Barry Isett & Associates Inc 401(k) Ps Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Mpd 401(k) Retirement Savings Plan in KY ($23M); by covered participants it is Validatek Retirement Savings Plan in VA (243 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (243 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 Barry Isett & Associates Inc 401(k) Ps Plan assets move in 2024? ▼
Barry Isett & Associates Inc 401(k) Ps Plan grew at a solid clip - up 11.7% during 2024, from $21M to $23M. Reported net income was $2M.
How have Barry Isett & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barry Isett & Associates, Inc.'s sponsor-wide assets grew 48.5%, from $20M to $30M.
Which 401(k) plans are similar in size to Barry Isett & Associates Inc 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mpd 401(k) Retirement Savings Plan in KY ($23M, 238 participants).
Which 401(k) plans cover a similar participant headcount to Barry Isett & Associates Inc 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Validatek Retirement Savings Plan in VA (243 participants, $27M 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 232489372.

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.