Other · DOL Form 5500 · 2024

Barry University Retirement Plan

Data updated 2026-08-25

$123M
Total assets Near avg plan size
432
Participants Below avg headcount
92nd
Percentile by assets National rank
$283,571
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Barry University Defined Contribution Plan · Sponsored by Barry University · Florida · Educational Services

$123M in assets, 432 participants

Barry University's Barry University Defined Contribution Plan reported $123M in total assets and 432 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.

  • #3,120 in Educational Services (3,638 peers)

Where Barry University Defined Contribution Plan sits by assets

Barry University Defined Contribution Plan sits in the top 10% of all filed plans by assets, $123M for 432 participants (~$283,571/participant), up 0.5% in 2024.

#3,120
in Educational Services (3,638 peers)
+0.5%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Barry University Defined Contribution Plan's outsized position by total assets

Barry University Defined Contribution Plan vs every filed plan by assets

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

$122,502,610 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

Barry University Defined Contribution 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. Barry University Defined Contribution Plan sits mid-pack in the medium band (432 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Barry University Defined Contribution Plan reported net income fell from $5M in the plan year 2023 filing to $630K in the plan year 2024 filing.
  • Barry University Defined Contribution Plan reported participants fell from 451 in the plan year 2023 filing to 432 in the plan year 2024 filing.
  • Barry University Defined Contribution Plan end-of-year assets rose from $122M in the plan year 2023 filing to $123M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 590624364 · Barry University PY 2024 · Other

Barry University Defined Contribution Plan · $123M · 432 · 92nd

  • TYPE $123M
  • NET 432
  • BOOK 92nd
  • VS-ST Other
  • BOY near St. Ambrose University Defined Contribution Plan
  • SCH ind #3120

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 Educational Services retirement plans → · Plans in Florida →

Barry University Defined Contribution Plan in the asset neighbourhood

Lovelace Biomedical Research Institute Tda and DC PlanLovelace Biomedical Research…$123MManhattanville College 403(b) Retirement PlanManhattanville College 403(b…$123MPediatric Academic Association, Inc. 403(b) Tax-Sheltered Annuity PlanPediatric Academic Associati…$123MSt. Ambrose University Defined Contribution PlanSt. Ambrose University Defin…$123MBarry University Defined Contribution PlanBarry University Defined Con…$123M
End-of-year total assets ($M) among Barry University Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$122M
Net Assets (End of Year)$123M
Net Income$630K
Employer EIN590624364
Plan Effective Date1963-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barry University)

Sponsor-wide plan assets over time

All Barry University plans reported in each filing year

Latest sponsor-wide plan assets
$220M 10.862329627145547% vs 2022
2024 filing year
$190M$200M$210M$220M$230M 202220232024 $198M $220M ▲ +10.9%
Year Plans Participants Total Assets
2022 2 2,277 $198M
2023 2 2,198 $214M
2024 2 2,742 $220M

Nearby Other Plans in Florida

Peer Other plans, same state, same plan type, ranked by total assets.

Barry University Defined Contribution Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Barry University Defined Contribution Plan, Total assets ($B): 0.12250261 · Participants: 432Barry University Defined Contribution PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.663638024 · Participants: 26141Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 2.071141138 · Participants: 12711University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.91440386 · Participants: 27987Orlando Health Retirement Savings Plan 403bThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.313908176 · Participants: 9064The Nemours Foundation Section 403(b) PlanLee Health System 403(b) Retirement Plan, Total assets ($B): 1.280676448 · Participants: 16909Lee Health System 403(b) Retirement Plan
Barry University Defined Contribution Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Barry University Defined Contribution Plan side-by-side with 3 peers →

Barry University Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is St. Ambrose University Defined Contribution Plan in IA ($123M); by covered participants it is The New England Center for Children, Inc. Tax Deferred Annuity Plan in MA (432 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (432 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 Barry University Defined Contribution Plan assets move in 2024? ▼
Barry University Defined Contribution Plan held essentially flat - up 0.5% during 2024, from $122M to $123M. Reported net income was $630K.
How have Barry University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barry University's sponsor-wide assets grew 10.9%, from $198M to $220M.
Where does Barry University Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Barry University Defined Contribution 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 Other plans are similar in size to Barry University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is St. Ambrose University Defined Contribution Plan in IA ($123M, 698 participants).
Which Other plans cover a similar participant headcount to Barry University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is The New England Center for Children, Inc. Tax Deferred Annuity Plan in MA (432 participants, $25M 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 590624364.

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.