Other · DOL Form 5500 · 2024
The Barnes Foundation Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 309
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $40,168
- Avg per participant Low balance/head
Official DOL plan name: The Barnes Foundation Defined Contribution Retirement Plan · Sponsored by The Barnes Foundation · Pennsylvania · Educational Services
$12M in assets, 309 participants
The Barnes Foundation's The Barnes Foundation Defined Contribution Retirement Plan reported $12M in total assets and 309 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- #1,574 in Educational Services (3,638 peers)
Coverage in Pennsylvania
The Barnes Foundation Defined Contribution Retirement Plan covers 309 participants in Pennsylvania, about 38% of the average Pennsylvania filer (state average ~822 per filing). Assets: $12M.
- #1,574
- in Educational Services (3,638 peers)
- +11.5%
- assets growth YoY
The Barnes Foundation Defined Contribution Retirement Plan's mid-pack asset rank among Educational Services and all filers
The Barnes Foundation Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,412,022 Top 40% higher than 60% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Barnes Foundation Defined Contribution Retirement 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. The Barnes Foundation Defined Contribution Retirement Plan sits mid-pack in the medium band (309 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Barnes Foundation Defined Contribution Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- The Barnes Foundation Defined Contribution Retirement Plan reported participants rose from 232 in the plan year 2023 filing to 309 in the plan year 2024 filing.
- The Barnes Foundation Defined Contribution Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 236000149 · The Barnes Foundation PY 2024 · Other
The Barnes Foundation Defined Contribution Retirement Plan · $12M · 309 · 60th
- BOOK $12M
- VS-ST 309
- BOY 60th
- SCH Other
- EBSA near First Presbyterian Day School, Inc. Tax Deferred Annuity Plan
- PART ind #1574
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 Educational Services retirement plans → · Plans in Pennsylvania →
The Barnes Foundation Defined Contribution Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $1M |
| Employer EIN | 236000149 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Barnes Foundation)
Sponsor-wide plan assets over time
All The Barnes Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 42.21653448756306% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 204 | $9M |
| 2023 | 1 | 232 | $11M |
| 2024 | 1 | 309 | $12M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
The Barnes Foundation Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is First Presbyterian Day School, Inc. Tax Deferred Annuity Plan in GA ($12M); by covered participants it is Pli Retirement Savings Plan in NY (309 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- First Presbyterian Day School, Inc. Tax Deferred Annuity Plan (GA) $12M · 131
- 403b Thrift Plan for Employees of Methodist Home for Children (NC) $12M · 361
- Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance (MN) $12M · 341
- Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan (VA) $12M · 316
Similar participant headcount
Nearest other-state filings by covered participants (309 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.