401(k) · DOL Form 5500 · 2024

Barona Band of Mission Indians 401(k) Plan

Data updated 2026-08-25

$134M
Total assets Near avg plan size
1,865
Participants Near avg headcount
92nd
Percentile by assets National rank
$71,898
Avg per participant Below avg balance/head
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Official DOL plan name: Barona Employees 401(k) Retirement Plan · Sponsored by Barona Band of Mission Indians · California · Arts, Entertainment & Recreation

$134M in assets, 1,865 participants

Barona Band of Mission Indians's Barona Employees 401(k) Retirement Plan reported $134M in total assets and 1,865 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #2,822 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in California

Barona Employees 401(k) Retirement Plan covers 1,865 participants in California, 3.0x the typical California plan (state average ~630 per filing). Assets: $134M.

#2,822
in Arts, Entertainment & Recreation (2,921 peers)
+12.5%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Barona Employees 401(k) Retirement Plan's outsized position by total assets

Barona Employees 401(k) Retirement Plan vs every filed plan by assets

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

$134,089,553 Top 8% higher than 92% 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

Barona Employees 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Barona Employees 401(k) Retirement Plan lands in the large band (1,865 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Barona Employees 401(k) Retirement Plan reported net income fell from $18M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Barona Employees 401(k) Retirement Plan end-of-year assets rose from $119M in the plan year 2023 filing to $134M in the plan year 2024 filing.
  • Barona Employees 401(k) Retirement Plan reported participants rose from 1,783 in the plan year 2023 filing to 1,865 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 330687849 · Barona Band of Mission Indians PY 2024 · 401(k)

Barona Employees 401(k) Retirement Plan · $134M · 1,865 · 92nd

  • 5500 $134M
  • 5500 1,865
  • 5500 92nd
  • 5500 401(k)
  • 5500 near Shearer's Foods, LLC Retirement Savings Plan
  • 5500 ind #2822

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Barona Employees 401(k) Retirement Plan in the asset neighbourhood

Hutchinson Clinic, P.a. Employees' 401(k) Profit Sharing Plan and TrustHutchinson Clinic, P.a. Empl…$134MDowl LLC Retirement Savings and Investment PlanDowl LLC Retirement Savings …$134MCopart, Inc. 401(k) Retirement Savings PlanCopart, Inc. 401(k) Retireme…$134MBarona Employees 401(k) Retirement PlanBarona Employees 401(k) Reti…$134MShearer's Foods, LLC Retirement Savings PlanShearer's Foods, LLC Retirem…$134M
End-of-year total assets ($M) among Barona Employees 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$119M
Net Assets (End of Year)$134M
Net Income$15M
Employer EIN330687849
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barona Band of Mission Indians)

Sponsor-wide plan assets over time

All Barona Band of Mission Indians plans reported in each filing year

Latest sponsor-wide plan assets
$134M 32.214936906326805% vs 2022
2024 filing year
$90M$100M$110M$120M$130M$140M 202220232024 $101M $134M ▲ +32.2%
Year Plans Participants Total Assets
2022 1 1,725 $101M
2023 1 1,783 $119M
2024 1 1,865 $134M

Nearby 401(k) Plans in California

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

Barona Employees 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Barona Employees 401(k) Retirement Plan, Total assets ($B): 0.134089553 · Participants: 1865Barona Employees 401(k) Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Barona Employees 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Barona Employees 401(k) Retirement Plan side-by-side with 3 peers →

Barona Employees 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Shearer's Foods, LLC Retirement Savings Plan in OH ($134M); by covered participants it is Blue Bird 401(k) Plan in GA (1,865 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,865 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 Barona Employees 401(k) Retirement Plan assets move in 2024? ▼
Barona Employees 401(k) Retirement Plan grew at a solid clip - up 12.5% during 2024, from $119M to $134M. Reported net income was $15M.
How have Barona Band of Mission Indians plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barona Band of Mission Indians's sponsor-wide assets grew 32.2%, from $101M to $134M.
Where does Barona Employees 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Barona Employees 401(k) Retirement Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Barona Employees 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shearer's Foods, LLC Retirement Savings Plan in OH ($134M, 4,450 participants).
Which 401(k) plans cover a similar participant headcount to Barona Employees 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blue Bird 401(k) Plan in GA (1,865 participants, $116M 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 330687849.

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.