401(k) · DOL Form 5500 · 2024

Barbri, Inc. 401(k) Plan

Data updated 2026-08-11

$47M
Total assets
415
Participants
83rd
Percentile by assets
$113,130
Avg per participant
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Official DOL plan name: Barbri, Inc. 401(k) Plan · Sponsored by Barbri, Inc. · Texas · Educational Services

$47M in assets, 415 participants

Barbri, Inc.'s Barbri, Inc. 401(k) Plan reported $47M in total assets and 415 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 123,622 plans)
  • #2,576 in Educational Services (3,638 peers)

Where Barbri, Inc. 401(k) Plan sits by assets

Barbri, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $47M for 415 participants (~$113,130/participant), up 19.7% in 2024.

$47M
total plan assets (2024 EOY)
415
covered participants
83rd
percentile by assets (of 123,622 plans)
$113,130
avg assets per participant

Where Barbri, Inc. 401(k) Plan sits by total assets

Barbri, Inc. 401(k) Plan vs every filed plan by assets

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

$46,948,776 Top 17% higher than 83% 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

  • Barbri, Inc. 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Barbri, Inc. 401(k) Plan end-of-year assets rose from $39M in the plan year 2023 filing to $47M in the plan year 2024 filing.
  • Barbri, Inc. 401(k) Plan reported participants rose from 373 in the plan year 2023 filing to 415 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Texas
Industry
Educational Services

Barbri, Inc. 401(k) Plan vs the 2024 asset distribution

By assets, Barbri, Inc. 401(k) Plan outranks 83% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$47M
Net Income$8M
Employer EIN383837749
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barbri, Inc.)

$30M$35M$40M$45M$50M 202220232024 $34.8M $47M ▲ +35.1%
Total plan assets by year, all Barbri, Inc. plans on file
Year Plans Participants Total Assets
2022 1 365 $35M
2023 1 373 $39M
2024 1 415 $47M

Nearby 401(k) Plans in Texas

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

Barbri, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Barbri, Inc. 401(k) …, Total assets ($B): 0.046948776 · Participants: 415Barbri, Inc. 401(k) …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…
Barbri, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Barbri, Inc. 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Barbri, Inc. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Barbri, Inc. 401(k) Plan assets move in 2024? ▼
Barbri, Inc. 401(k) Plan grew sharply - up 19.7% during 2024, from $39M to $47M. Reported net income was $8M.
How have Barbri, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barbri, Inc.'s sponsor-wide assets grew 35.1%, from $35M to $47M.
Where does Barbri, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Barbri, Inc. 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Barbri, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Automep Open Multiple Employer 401(k) Plan in OH ($47M, 1,424 participants).

Next read for Barbri, Inc. 401(k) Plan

Scale reading

Ways to act on Barbri, Inc. 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 383837749.

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.