401(k) · DOL Form 5500 · 2024

Barr & Barr, Inc. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
126
Participants Small participant base
81st
Percentile by assets National rank
$306,529
Avg per participant High balance/head
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Official DOL plan name: Employees' Benefit Plan of Barr & Barr, Inc. · Sponsored by Barr & Barr, Inc. · New York · Construction

$39M in assets, 126 participants

Barr & Barr, Inc.'s Employees' Benefit Plan of Barr & Barr, Inc. reported $39M in total assets and 126 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,177 in Construction (9,039 peers)

Coverage in New York

Employees' Benefit Plan of Barr & Barr, Inc. covers 126 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $39M.

#7,177
in Construction (9,039 peers)
-0.7%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $775K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Employees' Benefit Plan of Barr & Barr, Inc.'s outsized position by total assets

Employees' Benefit Plan of Barr & Barr, Inc. vs every filed plan by assets

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

$38,622,711 Top 19% higher than 81% 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

Employees' Benefit Plan of Barr & Barr, Inc. 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. Employees' Benefit Plan of Barr & Barr, Inc. sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Employees' Benefit Plan of Barr & Barr, Inc. reported net income fell from $4M in the plan year 2023 filing to -$775K in the plan year 2024 filing.
  • Employees' Benefit Plan of Barr & Barr, Inc. reported participants fell from 145 in the plan year 2023 filing to 126 in the plan year 2024 filing.
  • Employees' Benefit Plan of Barr & Barr, Inc. end-of-year assets fell from $39M in the plan year 2023 filing to $39M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 130469970 · Barr & Barr, Inc. PY 2024 · 401(k)

Employees' Benefit Plan of Barr & Barr, Inc. · $39M · 126 · 81st

  • IND $39M
  • IND 126
  • IND 81st
  • IND 401(k)
  • IND near Foursquare Labs Inc. 401(k) Plan
  • IND ind #7177

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 Construction retirement plans → · Plans in New York →

Employees' Benefit Plan of Barr & Barr, Inc. in the asset neighbourhood

401(k) Plan for Brown Distributing Company, Ltd401(k) Plan for Brown Distri…$39MEmployees' Benefit Plan of Barr & Barr, Inc.Employees' Benefit Plan of B…$39MFoursquare Labs Inc. 401(k) PlanFoursquare Labs Inc. 401(k) …$39MFerreira Construction Co., Inc. 401(k) and Profit Sharing PlanFerreira Construction Co., I…$39MOrnua North America 401(k) PlanOrnua North America 401(k) P…$39M
End-of-year total assets ($M) among Employees' Benefit Plan of Barr & Barr, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$38M
Net Income-$775K
Employer EIN130469970
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barr & Barr, Inc.)

Sponsor-wide plan assets over time

All Barr & Barr, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$64M 7.361746458687551% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $59.3M $63.7M ▲ +7.4%
Year Plans Participants Total Assets
2022 2 249 $59M
2023 2 272 $68M
2024 2 247 $64M

Nearby 401(k) Plans in New York

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

Employees' Benefit Plan of Barr & Barr, Inc. vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Employees' Benefit Plan of Barr & Barr, Inc., Total assets ($B): 0.038622711 · Participants: 126Employees' Benefit Plan of Barr & Barr, Inc.IBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Employees' Benefit Plan of Barr & Barr, Inc. vs. nearby 401(k) plans in New York, assets vs. participants
Compare Employees' Benefit Plan of Barr & Barr, Inc. side-by-side with 3 peers →

Employees' Benefit Plan of Barr & Barr, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Foursquare Labs Inc. 401(k) Plan in CA ($39M); by covered participants it is Anesthesia Consultants of Indianapolis, LLC 401(k) Profit Sharing Plan in IN (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Employees' Benefit Plan of Barr & Barr, Inc. assets move in 2024? ▼
Employees' Benefit Plan of Barr & Barr, Inc. held essentially flat - down 0.7% during 2024, from $39M to $39M. Reported net income was -$775K.
How have Barr & Barr, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barr & Barr, Inc.'s sponsor-wide assets grew 7.4%, from $59M to $64M.
Where does Employees' Benefit Plan of Barr & Barr, Inc. rank by assets among Form 5500 filers? ▼
Employees' Benefit Plan of Barr & Barr, Inc. ranks in the 81st 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 Employees' Benefit Plan of Barr & Barr, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Foursquare Labs Inc. 401(k) Plan in CA ($39M, 355 participants).
Which 401(k) plans cover a similar participant headcount to Employees' Benefit Plan of Barr & Barr, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Anesthesia Consultants of Indianapolis, LLC 401(k) Profit Sharing Plan in IN (126 participants, $105M 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 130469970.

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.