401(k)
2024 plan-year 401(k) DOL Form 5500

Barkley Ag Enterprises, LLC 401(k) Profit Sharing Plan and Trust Agreement

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Barkley Ag Enterprises, LLC · Arizona · Administrative & Support Services

What the 2023 filing shows

Barkley Ag Enterprises, LLC 401(k) Profit Sharing Plan and Trust Agreement holds $10M for 491 participants — about $20,869 per participant, up 21.5% over the 2024 plan year.

$10M
total plan assets (2024 EOY)
491
covered participants
$20,869
avg assets per participant
+21.5%
assets growth YoY
Total Assets (2023)
$10M
Participants
491
State
Industry
Administrative & Support Services

What the Filing Says About Barkley Ag Enterprises, LLC 401(k) Profit Sharing Plan and Trust Agreement

Barkley Ag Enterprises, LLC 401(k) Profit Sharing Plan and Trust Agreement is a 401(k) retirement plan sponsored by Barkley Ag Enterprises, LLC, headquartered in Arizona. As of the 2024 Form 5500 filing, the plan reports $10M in total end-of-year assets and covers 491 participants across the Administrative & Support Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 860889844, and the plan has been effective since 1994-02-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $8M at the beginning of 2024 to $10M at year-end — a gain of 21.5%. Net assets (after liabilities) closed the year at $10M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$8M
Total Assets (End of Year)$10M
Net Assets (End of Year)$10M
Net Income$2M
Plan Type401(k)
Employer EIN860889844
Plan Effective Date1994-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barkley Ag Enterprises, LLC)

Year Plans Participants Total Assets
2022 1 396 $7M
2023 1 400 $8M
2024 1 491 $10M

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Frequently Asked Questions

How much money is in the Barkley Ag Enterprises, LLC 401(k) Profit Sharing Plan and Trust Agreement?
As of the 2024 Form 5500 filing, Barkley Ag Enterprises, LLC 401(k) Profit Sharing Plan and Trust Agreement holds $10M in total assets with 491 participants. It is sponsored by Barkley Ag Enterprises, LLC.
What type of plan is Barkley Ag Enterprises, LLC 401(k) Profit Sharing Plan and Trust Agreement?
Barkley Ag Enterprises, LLC 401(k) Profit Sharing Plan and Trust Agreement is a 401(k) plan. It has been effective since 1994-02-01. The plan is filed with the U.S. Department of Labor under EIN 860889844.
Who sponsors the Barkley Ag Enterprises, LLC 401(k) Profit Sharing Plan and Trust Agreement?
Barkley Ag Enterprises, LLC 401(k) Profit Sharing Plan and Trust Agreement is sponsored by Barkley Ag Enterprises, LLC, located in Arizona. The sponsor's EIN is 860889844 and the plan operates in the Administrative & Support Services industry.
How did Barkley Ag Enterprises, LLC 401(k) Profit Sharing Plan and Trust Agreement perform in 2024?
Barkley Ag Enterprises, LLC 401(k) Profit Sharing Plan and Trust Agreement grew by 21.5% during 2024, moving from $8M to $10M in total assets. Net income was $2M.
Where can I find official filings for Barkley Ag Enterprises, LLC 401(k) Profit Sharing Plan and Trust Agreement?
Official Form 5500 filings for Barkley Ag Enterprises, LLC 401(k) Profit Sharing Plan and Trust Agreement are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 860889844 or plan name at efast.dol.gov.
How does Barkley Ag Enterprises, LLC 401(k) Profit Sharing Plan and Trust Agreement compare to other plans?
You can compare Barkley Ag Enterprises, LLC 401(k) Profit Sharing Plan and Trust Agreement against other 401(k) plans on the plan type page, or view plans in Arizona on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 860889844.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.