401(k) · DOL Form 5500 · 2024

Barreto Investment Group Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
24th
Percentile by assets National rank
$290,320
Avg per participant High balance/head
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Official DOL plan name: Barreto Investment Group Inc. Retirement Plan · Sponsored by Barreto Investment Group Inc. · Missouri · Manufacturing

$1M in assets, 4 participants

Barreto Investment Group Inc.'s Barreto Investment Group Inc. Retirement Plan reported $1M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,855 in Manufacturing (17,777 peers)

What the 2024 filing shows

Barreto Investment Group Inc. Retirement Plan holds $1M for 4 participants - about $290,320 per participant, among the smaller plans by assets on file.

#1,855
in Manufacturing (17,777 peers)
+1.9%
assets growth YoY

Barreto Investment Group Inc. Retirement Plan among the smaller filed plans by assets

Barreto Investment Group Inc. Retirement Plan vs every filed plan by assets

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

$1,161,281 24th percentile higher than 24% 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

Barreto Investment Group Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Barreto Investment Group Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Barreto Investment Group Inc. Retirement Plan reported participants rose from 3 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • Barreto Investment Group Inc. Retirement Plan reported net income rose from $17K in the plan year 2023 filing to $22K in the plan year 2024 filing.
  • Barreto Investment Group Inc. Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 472367408 · Barreto Investment Group Inc. PY 2024 · 401(k)

Barreto Investment Group Inc. Retirement Plan · $1M · 4 · 24th

  • TYPE $1M
  • TYPE 4
  • TYPE 24th
  • TYPE 401(k)
  • TYPE near Huron Smith Oil Company, Inc. Profit Sharing 401(k) Plan
  • TYPE ind #1855

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 Manufacturing retirement plans → · Plans in Missouri →

Barreto Investment Group Inc. Retirement Plan in the asset neighbourhood

Barreto Investment Group Inc. Retirement PlanBarreto Investment Group Inc…$1MHuron Smith Oil Company, Inc. Profit Sharing 401(k) PlanHuron Smith Oil Company, Inc…$1MMemphis Horizons Enterprises 401(k) Profit Sharing Plan & TrustMemphis Horizons Enterprises…$1MAlpha Omega Home Health Care Inc. 401(k) PlanAlpha Omega Home Health Care…$1MGustin Cothern & Tucker 401(k) Profit Sharing PlanGustin Cothern & Tucker 401(…$1M
End-of-year total assets ($M) among Barreto Investment Group Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$22K
Employer EIN472367408
Plan Effective Date2014-11-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Barreto Investment Group Inc.)

Sponsor-wide plan assets over time

All Barreto Investment Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 3.456720832442449% vs 2022
2024 filing year
$1.1M$1.12M$1.14M$1.16M$1.18M 202220232024 $1.12M $1.16M ▲ +3.6%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 3 $1M
2024 1 4 $1M

Nearby 401(k) Plans in Missouri

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

Barreto Investment Group Inc. Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Barreto Investment Group Inc. Retirement Plan, Total assets ($B): 0.001161281 · Participants: 4Barreto Investment Group Inc. Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Barreto Investment Group Inc. Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

Barreto Investment Group Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Huron Smith Oil Company, Inc. Profit Sharing 401(k) Plan in MS ($1M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Barreto Investment Group Inc. Retirement Plan assets move in 2024?
Barreto Investment Group Inc. Retirement Plan edged up modestly - up 1.9% during 2024, from $1M to $1M. Reported net income was $22K.
How have Barreto Investment Group Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Barreto Investment Group Inc.'s sponsor-wide assets grew 3.5%, from $1M to $1M.
Where does Barreto Investment Group Inc. Retirement Plan rank by assets among Form 5500 filers?
Barreto Investment Group Inc. Retirement Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Barreto Investment Group Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Huron Smith Oil Company, Inc. Profit Sharing 401(k) Plan in MS ($1M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Barreto Investment Group Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A in assets).