Other · DOL Form 5500 · 2024

Barry University Retirement Plan

Data updated 2026-07-24

$123M
Total assets: 432
Participants: 92nd
Percentile by assets: $283,571
Avg per participant

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.

92nd percentile by assets (of 116,472 plans)

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.

$123M
total plan assets (2024 EOY): 432
covered participants: 92nd
percentile by assets (of 116,472 plans): $283,571
avg assets per participant

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 →

State

Florida

Industry

Educational Services

Barry University Defined Contribution Plan vs the 2024 asset distribution

By assets, Barry University Defined Contribution Plan outranks 92% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.2x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$122M
Net Assets (End of Year)	$123M
Net Income	$630K
Employer EIN	590624364
Plan Effective Date	1963-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Barry University)

Total plan assets by year, all Barry University plans on file

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

Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.7B · 26,141
University of Miami Retirement Savings Plan $2.1B · 12,711
Orlando Health Retirement Savings Plan 403b $1.9B · 27,987
The Nemours Foundation Section 403(b) Plan $1.3B · 9,064
Lee Health System 403(b) Retirement Plan $1.3B · 16,909

Compare Barry University Defined Contribution Pl… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Barry University Defined Contribution Plan by total assets, not by location.

St. Ambrose University Defined Contribution Plan (IA) $123M · 698
Pediatric Academic Association, Inc. 403(b) Tax-Sheltered Annuity Plan (OH) $123M · 433
Manhattanville College 403(b) Retirement Plan (NY) $123M · 281
Lovelace Biomedical Research Institute Tda and DC Plan (NM) $123M · 418

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 116,472 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).

Next read for Barry University Defined Contribution Pl…

Scale reading

Ways to act on Barry University Defined Contribution Plan's numbers.

By total assets, Barry University Defined Contribution Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Florida. Compare plans
Barry University's sponsor-wide assets have grown 10.9% since 2022 across 3 plan years on file. More Educational Services plans

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.