401(k) · DOL Form 5500 · 2024

Barrow, Hanley, Mewhinney and Strauss, LLC 401(k) Plan

Data updated 2026-08-11

$91M
Total assets
104
Participants
90th
Percentile by assets
$870,865
Avg per participant
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Official DOL plan name: Barrow, Hanley Profit Sharing & 401(k) Plan · Sponsored by Barrow, Hanley, Mewhinney and Strauss, LLC · Texas · Finance & Insurance

$91M in assets, 104 participants

Barrow, Hanley, Mewhinney and Strauss, LLC's Barrow, Hanley Profit Sharing & 401(k) Plan reported $91M in total assets and 104 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • 90th percentile by assets (of 123,622 plans)
  • #7,182 in Finance & Insurance (8,549 peers)

Coverage in Texas

Barrow, Hanley Profit Sharing & 401(k) Plan covers 104 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $91M.

$91M
total plan assets (2024 EOY)
104
covered participants
90th
percentile by assets (of 123,622 plans)
$870,865
avg assets per participant

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Barrow, Hanley Profit Sharing & 401(k) Plan sits by total assets

Barrow, Hanley Profit Sharing & 401(k) Plan vs every filed plan by assets

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

$90,569,974 Top 10% higher than 90% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Barrow, Hanley Profit Sharing & 401(k) Plan reported net income fell from $11M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Barrow, Hanley Profit Sharing & 401(k) Plan end-of-year assets fell from $95M in the plan year 2023 filing to $91M in the plan year 2024 filing.
  • Barrow, Hanley Profit Sharing & 401(k) Plan reported participants rose from 100 in the plan year 2023 filing to 104 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Texas
Industry
Finance & Insurance

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Barrow, Hanley Profit Sharing & 401(k) Plan reports 104 participants - about 15% of that state average ($91M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)$95M
Net Assets (End of Year)$91M
Net Income-$4M
Employer EIN752403190
Plan Effective Date2020-11-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Barrow, Hanley, Mewhinney and Strauss, LLC)

$80M$85M$90M$95M$100M 202220232024 $83.5M $90.6M ▲ +8.5%
Total plan assets by year, all Barrow, Hanley, Mewhinney and Strauss, LLC plans on file
Year Plans Participants Total Assets
2022 1 99 $83M
2023 1 100 $95M
2024 1 104 $91M

Nearby 401(k) Plans in Texas

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

Barrow, Hanley Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Barrow, Hanley Profi…, Total assets ($B): 0.090569974 · Participants: 104Barrow, Hanley Profi…AT&T Retirement Savi…, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savi…Exxonmobil Savings P…, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings P…Chevron Employee Sav…, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Sav…Caterpillar 401(k) S…, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) S…Southwest Airlines C…, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines C…
Barrow, Hanley Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Barrow, Hanley Profit Sharing & 401(k) P… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Barrow, Hanley Profit Sharing & 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Barrow, Hanley Profit Sharing & 401(k) Plan assets move in 2024? ▼
Barrow, Hanley Profit Sharing & 401(k) Plan edged down modestly - down 4.5% during 2024, from $95M to $91M. Reported net income was -$4M.
How have Barrow, Hanley, Mewhinney and Strauss, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barrow, Hanley, Mewhinney and Strauss, LLC's sponsor-wide assets grew 8.5%, from $83M to $91M.
Where does Barrow, Hanley Profit Sharing & 401(k) Plan rank by assets among Form 5500 filers? ▼
Barrow, Hanley Profit Sharing & 401(k) Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Barrow, Hanley Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Isco Industries Inc. Retirement Savings Plan in KY ($91M, 643 participants).

Next read for Barrow, Hanley Profit Sharing & 401(k) P…

Filing takeaways

Ways to act on Barrow, Hanley Profit Sharing & 401(k) Plan's numbers.

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 752403190.

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.