401(k) · DOL Form 5500 · 2024

Barron Collier Partnership 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
165
Participants Small participant base
79th
Percentile by assets National rank
$202,057
Avg per participant Above avg balance/head
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Official DOL plan name: Barron Collier Partnership Savings Plan · Sponsored by Barron Collier Partnership · Florida · Agriculture, Forestry & Fishing

$33M in assets, 165 participants

Barron Collier Partnership's Barron Collier Partnership Savings Plan reported $33M in total assets and 165 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #1,051 in Agriculture, Forestry & Fishing (1,217 peers)

Coverage in Florida

Barron Collier Partnership Savings Plan covers 165 participants in Florida, about 26% of the average Florida filer (state average ~628 per filing). Assets: $33M.

#1,051
in Agriculture, Forestry & Fishing (1,217 peers)
+9.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Barron Collier Partnership Savings Plan's outsized position by total assets

Barron Collier Partnership Savings Plan vs every filed plan by assets

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

$33,339,376 Top 21% higher than 79% 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

Barron Collier Partnership Savings 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. Barron Collier Partnership Savings Plan sits mid-pack in the medium band (165 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Barron Collier Partnership Savings Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Barron Collier Partnership Savings Plan end-of-year assets rose from $31M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Barron Collier Partnership Savings Plan reported participants rose from 156 in the plan year 2023 filing to 165 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 650247894 · Barron Collier Partnership PY 2024 · 401(k)

Barron Collier Partnership Savings Plan · $33M · 165 · 79th

  • EOY $33M
  • EOY 165
  • EOY 79th
  • EOY 401(k)
  • EOY near Otg Concessions Management, LLC 401(k) Profit Sharing Plan
  • EOY ind #1051

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Florida →

Barron Collier Partnership Savings Plan in the asset neighbourhood

Blacksmith Automotive Management, Inc. 401(k) Profit Sharing PlanBlacksmith Automotive Manage…$33MGeneral Equipment & Supplies, Inc. 401(k)General Equipment & Supplies…$33MBarron Collier Partnership Savings PlanBarron Collier Partnership S…$33MOtg Concessions Management, LLC 401(k) Profit Sharing PlanOtg Concessions Management, …$33MGpv 401(k) Retirement Plan$33M
End-of-year total assets ($M) among Barron Collier Partnership Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$33M
Net Income$3M
Employer EIN650247894
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barron Collier Partnership)

Sponsor-wide plan assets over time

All Barron Collier Partnership plans reported in each filing year

Latest sponsor-wide plan assets
$33M 25.90776800134294% vs 2022
2024 filing year
$25M$30M$35M 202220232024 $26.5M $33.3M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 130 $26M
2023 1 156 $31M
2024 1 165 $33M

Nearby 401(k) Plans in Florida

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

Barron Collier Partnership Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Barron Collier Partnership Savings Plan, Total assets ($B): 0.033339376 · Participants: 165Barron Collier Partnership Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Barron Collier Partnership Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Barron Collier Partnership Savings Plan side-by-side with 3 peers →

Barron Collier Partnership Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Otg Concessions Management, LLC 401(k) Profit Sharing Plan in NY ($33M); by covered participants it is One Off Hospitality Group, Ltd. 401(k) Plan in IL (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (165 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 Barron Collier Partnership Savings Plan assets move in 2024? ▼
Barron Collier Partnership Savings Plan grew at a solid clip - up 9.2% during 2024, from $31M to $33M. Reported net income was $3M.
How have Barron Collier Partnership plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barron Collier Partnership's sponsor-wide assets grew 25.9%, from $26M to $33M.
Where does Barron Collier Partnership Savings Plan rank by assets among Form 5500 filers? ▼
Barron Collier Partnership Savings Plan ranks in the 79th 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 Barron Collier Partnership Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Otg Concessions Management, LLC 401(k) Profit Sharing Plan in NY ($33M, 4,516 participants).
Which 401(k) plans cover a similar participant headcount to Barron Collier Partnership Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is One Off Hospitality Group, Ltd. 401(k) Plan in IL (165 participants, $3M 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 650247894.

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.