401(k) · DOL Form 5500 · 2024

Barrett Financial Group, L.L.C. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
622
Participants Below avg headcount
49th
Percentile by assets National rank
$11,516
Avg per participant Low balance/head
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Official DOL plan name: Barrett Financial Group, L.L.C. 401(k) Plan · Sponsored by Barrett Financial Group, L.L.C. · Arizona · Finance & Insurance

$7M in assets, 622 participants

Barrett Financial Group, L.L.C.'s Barrett Financial Group, L.L.C. 401(k) Plan reported $7M in total assets and 622 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #2,864 in Finance & Insurance (8,549 peers)

Barrett Financial Group, L.L.C. multi-year trail

Barrett Financial Group, L.L.C.'s plans moved +88.4% in assets from 2022 to 2024; this filing shows Barrett Financial Group, L.L.C. 401(k) Plan at $7M / 622 participants.

#2,864
in Finance & Insurance (8,549 peers)
+22.5%
assets growth YoY

Barrett Financial Group, L.L.C. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Barrett Financial Group, L.L.C. 401(k) Plan vs every filed plan by assets

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

$7,163,229 49th percentile higher than 49% 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

Barrett Financial Group, L.L.C. 401(k) 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. Barrett Financial Group, L.L.C. 401(k) Plan sits mid-pack in the medium band (622 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Barrett Financial Group, L.L.C. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Barrett Financial Group, L.L.C. 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Barrett Financial Group, L.L.C. 401(k) Plan reported participants rose from 510 in the plan year 2023 filing to 622 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 010628113 · Barrett Financial Group, L.L.C. PY 2024 · 401(k)

Barrett Financial Group, L.L.C. 401(k) Plan · $7M · 622 · 49th

  • EIN $7M
  • EIN 622
  • EIN 49th
  • EIN 401(k)
  • EIN near Pacific Hotel Management, LLC 401(k) Plan
  • EIN ind #2864

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 Finance & Insurance retirement plans → · Plans in Arizona →

Barrett Financial Group, L.L.C. 401(k) Plan in the asset neighbourhood

Barrett Financial Group, L.L.C. 401(k) PlanBarrett Financial Group, L.L…$7MPacific Hotel Management, LLC 401(k) PlanPacific Hotel Management, LL…$7MHickcox, Robertson, & Stunda, LLC 401(k) PlanHickcox, Robertson, & Stunda…$7MAllure Healthcare Management 401(k) PlanAllure Healthcare Management…$7MLiberty Motors, Inc. 401(k) PlanLiberty Motors, Inc. 401(k) …$7M
End-of-year total assets ($M) among Barrett Financial Group, L.L.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Barrett Financial Group, L.L.C. multi-year asset trail

Sponsor-wide plan assets over time

All Barrett Financial Group, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 88.40914435051029% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $3.8M $7.16M ▲ +88.4%
Year Plans Participants Total Assets
2022 1 265 $4M
2023 1 510 $6M
2024 1 622 $7M

Barrett Financial Group, L.L.C. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN010628113
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Barrett Financial Group, L.L.C. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Barrett Financial Group, L.L.C. 401(k) Plan, Total assets ($B): 0.007163229 · Participants: 622Barrett Financial Group, L.L.C. 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Barrett Financial Group, L.L.C. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Barrett Financial Group, L.L.C. 401(k) Plan side-by-side with 3 peers →

Barrett Financial Group, L.L.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Pacific Hotel Management, LLC 401(k) Plan in CA ($7M); by covered participants it is Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan in CA (622 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (622 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 Barrett Financial Group, L.L.C. 401(k) Plan assets move in 2024? ▼
Barrett Financial Group, L.L.C. 401(k) Plan grew sharply - up 22.5% during 2024, from $6M to $7M. Reported net income was $1M.
How have Barrett Financial Group, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barrett Financial Group, L.L.C.'s sponsor-wide assets grew 88.4%, from $4M to $7M.
Which 401(k) plans are similar in size to Barrett Financial Group, L.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pacific Hotel Management, LLC 401(k) Plan in CA ($7M, 481 participants).
Which 401(k) plans cover a similar participant headcount to Barrett Financial Group, L.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gelfand, Rennert & Feldman 401(k) Profit Sharing Plan in CA (622 participants, $90M 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 010628113.

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.