401(k) · DOL Form 5500 · 2024

Barcelon Associates Management Corporation 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
109
Participants Small participant base
39th
Percentile by assets National rank
$38,127
Avg per participant Low balance/head
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Official DOL plan name: Barcelon Associates Management Corporation 401(k) Retirement Plan · Sponsored by Barcelon Associates Management Corporation · California · Real Estate

$4M in assets, 109 participants

Barcelon Associates Management Corporation's Barcelon Associates Management Corporation 401(k) Retirement Plan reported $4M in total assets and 109 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,701 in Real Estate (4,605 peers)

Coverage in California

Barcelon Associates Management Corporation 401(k) Retirement Plan covers 109 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $4M.

#2,701
in Real Estate (4,605 peers)
+13.9%
assets growth YoY

Barcelon Associates Management Corporation 401(k) Retirement Plan's mid-pack asset rank among Real Estate and all filers

Barcelon Associates Management Corporation 401(k) Retirement Plan vs every filed plan by assets

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

$4,155,824 39th percentile higher than 39% 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

Barcelon Associates Management Corporation 401(k) 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. Barcelon Associates Management Corporation 401(k) Retirement Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Barcelon Associates Management Corporation 401(k) Retirement Plan reported net income fell from $617K in the plan year 2023 filing to $506K in the plan year 2024 filing.
  • Barcelon Associates Management Corporation 401(k) Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Barcelon Associates Management Corporation 401(k) Retirement Plan reported participants rose from 105 in the plan year 2023 filing to 109 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 942596148 · Barcelon Associates Management Corporation PY 2024 · 401(k)

Barcelon Associates Management Corporation 401(k) Retirement Plan · $4M · 109 · 39th

  • ASSETS $4M
  • ASSETS 109
  • ASSETS 39th
  • ASSETS 401(k)
  • ASSETS near Schneiderman & Sherman/Best Homes Title Agency 401(k) Plan
  • ASSETS ind #2701

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 Real Estate retirement plans → · Plans in California →

Barcelon Associates Management Corporation 401(k) Retirement Plan in the asset neighbourhood

Barcelon Associates Management Corporation 401(k) Retirement PlanBarcelon Associates Manageme…$4MSchneiderman & Sherman/Best Homes Title Agency 401(k) PlanSchneiderman & Sherman/Best …$4MValtronic Technologies (USA) Inc. Retirement Savings PlanValtronic Technologies (USA)…$4MDukor Glass, Inc. Retirement PlanDukor Glass, Inc. Retirement…$4MRoserock Veterinary Hospital 401(k) PlanRoserock Veterinary Hospital…$4M
End-of-year total assets ($M) among Barcelon Associates Management Corporation 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$506K
Employer EIN942596148
Plan Effective Date1997-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barcelon Associates Management Corporation)

Sponsor-wide plan assets over time

All Barcelon Associates Management Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$4M 37.0232256949871% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.03M $4.16M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 117 $3M
2023 1 105 $4M
2024 1 109 $4M

Nearby 401(k) Plans in California

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

Barcelon Associates Management Corporation 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Barcelon Associates Management Corporation 401(k) Retirement Plan, Total assets ($B): 0.004155824 · Participants: 109Barcelon Associates Management Corporation 401(k) Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Barcelon Associates Management Corporation 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Barcelon Associates Management Corporation 401(k) Retirement Plan side-by-side with 3 peers →

Barcelon Associates Management Corporation 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Schneiderman & Sherman/Best Homes Title Agency 401(k) Plan in MI ($4M); by covered participants it is The Mcclone Agency, Inc. Savings and Retirement Plan in WI (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Barcelon Associates Management Corporation 401(k) Retirement Plan assets move in 2024? ▼
Barcelon Associates Management Corporation 401(k) Retirement Plan grew at a solid clip - up 13.9% during 2024, from $4M to $4M. Reported net income was $506K.
How have Barcelon Associates Management Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barcelon Associates Management Corporation's sponsor-wide assets grew 37.0%, from $3M to $4M.
Which 401(k) plans are similar in size to Barcelon Associates Management Corporation 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Schneiderman & Sherman/Best Homes Title Agency 401(k) Plan in MI ($4M, 91 participants).
Which 401(k) plans cover a similar participant headcount to Barcelon Associates Management Corporation 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Mcclone Agency, Inc. Savings and Retirement Plan in WI (109 participants, $11M 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 942596148.

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.