401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$91M
Total assets Below avg plan size
104
Participants Small participant base
90th
Percentile by assets National rank
$870,865
Avg per participant High balance/head
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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.

  • #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.

#7,182
in Finance & Insurance (8,549 peers)
-4.5%
assets change YoY
0.9×
vs typical plan assets (national mean)

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.

Barrow, Hanley Profit Sharing & 401(k) Plan's outsized position 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 $2,050,000,000 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

Barrow, Hanley Profit Sharing & 401(k) 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. Barrow, Hanley Profit Sharing & 401(k) Plan sits mid-pack in the medium band (104 participants).

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 →

Published 5500 schedule card

Filing strip 752403190 · Barrow, Hanley, Mewhinney and Strauss, LLC PY 2024 · 401(k)

Barrow, Hanley Profit Sharing & 401(k) Plan · $91M · 104 · 90th

  • SCH $91M
  • EBSA 104
  • PART 90th
  • TYPE 401(k)
  • NET near Isco Industries Inc. Retirement Savings Plan
  • BOOK ind #7182

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 Finance & Insurance retirement plans → · Plans in Texas →

Barrow, Hanley Profit Sharing & 401(k) Plan in the asset neighbourhood

Barrow, Hanley Profit Sharing & 401(k) PlanBarrow, Hanley Profit Sharin…$91MIsco Industries Inc. Retirement Savings PlanIsco Industries Inc. Retirem…$91MJrb Personnel, LLC 401(k) Retirement PlanJrb Personnel, LLC 401(k) Re…$91MMagellan USA Retirement Plan$91MIndorama Ventures Xylenes & Pta LLC 401(k) PlanIndorama Ventures Xylenes & …$91M
End-of-year total assets ($M) among Barrow, Hanley Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Barrow, Hanley, Mewhinney and Strauss, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$91M 8.497226845065532% vs 2022
2024 filing year
$80M$85M$90M$95M$100M 202220232024 $83.5M $90.6M ▲ +8.5%
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 ($B) Participants Barrow, Hanley Profit Sharing & 401(k) Plan, Total assets ($B): 0.090569974 · Participants: 104Barrow, Hanley Profit Sharing & 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Barrow, Hanley Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Barrow, Hanley Profit Sharing & 401(k) Plan side-by-side with 3 peers →

Barrow, Hanley Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Isco Industries Inc. Retirement Savings Plan in KY ($91M); by covered participants it is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($91M here).

Similar participant headcount

Nearest other-state filings by covered participants (104 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 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).
Which 401(k) plans cover a similar participant headcount to Barrow, Hanley Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 participants, N/A 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 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.