401(k) · DOL Form 5500 · 2024

Barton & Associates Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
557
Participants Below avg headcount
72nd
Percentile by assets National rank
$40,195
Avg per participant Low balance/head
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Official DOL plan name: Barton & Associates Inc 401(k) Profit Sharing Plan and Trust · Sponsored by Barton & Associates Inc. · Massachusetts · Administrative & Support Services

$22M in assets, 557 participants

Barton & Associates Inc.'s Barton & Associates Inc 401(k) Profit Sharing Plan and Trust reported $22M in total assets and 557 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #3,747 in Administrative & Support Services (4,368 peers)

Barton & Associates Inc. multi-year trail

Barton & Associates Inc.'s plans moved +47.2% in assets from 2022 to 2024; this filing shows Barton & Associates Inc 401(k) Profit Sharing Plan and Trust at $22M / 557 participants.

#3,747
in Administrative & Support Services (4,368 peers)
+15.2%
assets growth YoY

Barton & Associates Inc 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Barton & Associates Inc 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$22,388,880 Top 28% higher than 72% 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

Barton & Associates Inc 401(k) Profit Sharing Plan and Trust 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. Barton & Associates Inc 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (557 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Barton & Associates Inc 401(k) Profit Sharing Plan and Trust reported participants rose from 415 in the plan year 2023 filing to 557 in the plan year 2024 filing.
  • Barton & Associates Inc 401(k) Profit Sharing Plan and Trust reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Barton & Associates Inc 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 043582777 · Barton & Associates Inc. PY 2024 · 401(k)

Barton & Associates Inc 401(k) Profit Sharing Plan and Trust · $22M · 557 · 72nd

  • PHOTO $22M
  • IND 557
  • EOY 72nd
  • 5500 401(k)
  • ASSETS near Nucara Management Group, Inc. 401(k) Plan
  • PCT ind #3747

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 Administrative & Support Services retirement plans → · Plans in Massachusetts →

Barton & Associates Inc 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Barton & Associates Inc 401(k) Profit Sharing Plan and TrustBarton & Associates Inc 401(…$22MNucara Management Group, Inc. 401(k) PlanNucara Management Group, Inc…$22MR. T. Moore Co. Inc. 401(k) Profit Sharing PlanR. T. Moore Co. Inc. 401(k) …$22MLakeland Mental Health Center, Inc. Employees' Profit Sharing Plus PlanLakeland Mental Health Cente…$22MThe Fresh Mark, Inc. Hourly Pension PlanThe Fresh Mark, Inc. Hourly …$22M
End-of-year total assets ($M) among Barton & Associates Inc 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Barton & Associates Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Barton & Associates Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 47.2391185571607% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.2M $22.4M ▲ +47.2%
Year Plans Participants Total Assets
2022 1 365 $15M
2023 1 415 $19M
2024 1 557 $22M

Barton & Associates Inc. filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN043582777
Plan Effective Date2007-11-11
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Barton & Associates Inc 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Barton & Associates Inc 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.02238888 · Participants: 557Barton & Associates Inc 401(k) Profit Sharing Plan and TrustFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Barton & Associates Inc 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Barton & Associates Inc 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Barton & Associates Inc 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Nucara Management Group, Inc. 401(k) Plan in IA ($22M); by covered participants it is The Hope 401(k) Retirement Savings Plan in IL (557 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (557 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 Barton & Associates Inc 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Barton & Associates Inc 401(k) Profit Sharing Plan and Trust grew sharply - up 15.2% during 2024, from $19M to $22M. Reported net income was $3M.
How have Barton & Associates Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barton & Associates Inc.'s sponsor-wide assets grew 47.2%, from $15M to $22M.
Which 401(k) plans are similar in size to Barton & Associates Inc 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Nucara Management Group, Inc. 401(k) Plan in IA ($22M, 445 participants).
Which 401(k) plans cover a similar participant headcount to Barton & Associates Inc 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Hope 401(k) Retirement Savings Plan in IL (557 participants, $13M 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 043582777.

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.