401(k) · DOL Form 5500 · 2024

Barclay Damon LLP 401(k) Plan

Data updated 2026-08-25

$187M
Total assets Near avg plan size
461
Participants Below avg headcount
94th
Percentile by assets National rank
$405,749
Avg per participant High balance/head
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Official DOL plan name: Barclay Damon LLP Profit Sharing and 401(k) Plan · Sponsored by Barclay Damon LLP · New York · Professional & Technical Services

$187M in assets, 461 participants

Barclay Damon LLP's Barclay Damon LLP Profit Sharing and 401(k) Plan reported $187M in total assets and 461 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,189 in Professional & Technical Services (20,173 peers)

Where Barclay Damon LLP Profit Sharing and 401(k) Plan sits by assets

Barclay Damon LLP Profit Sharing and 401(k) Plan sits in the top 10% of all filed plans by assets, $187M for 461 participants (~$405,749/participant), up 13.1% in 2024.

#19,189
in Professional & Technical Services (20,173 peers)
+13.1%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Barclay Damon LLP Profit Sharing and 401(k) Plan's outsized position by total assets

Barclay Damon LLP Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$187,050,074 Top 6% higher than 94% 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

Barclay Damon LLP Profit Sharing and 401(k) 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. Barclay Damon LLP Profit Sharing and 401(k) Plan sits mid-pack in the medium band (461 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Barclay Damon LLP Profit Sharing and 401(k) Plan end-of-year assets rose from $165M in the plan year 2023 filing to $187M in the plan year 2024 filing.
  • Barclay Damon LLP Profit Sharing and 401(k) Plan reported participants rose from 417 in the plan year 2023 filing to 461 in the plan year 2024 filing.
  • Barclay Damon LLP Profit Sharing and 401(k) Plan reported net income fell from $23M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 150339022 · Barclay Damon LLP PY 2024 · 401(k)

Barclay Damon LLP Profit Sharing and 401(k) Plan · $187M · 461 · 94th

  • IND $187M
  • EOY 461
  • 5500 94th
  • ASSETS 401(k)
  • PCT near Trubridge 401(k) Retirement Plan
  • EIN ind #19189

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 Professional & Technical Services retirement plans → · Plans in New York →

Barclay Damon LLP Profit Sharing and 401(k) Plan in the asset neighbourhood

Pennsylvania State Employees Credit Union 401(k) Retirement PlanPennsylvania State Employees…$187MEngineering Consulting Services, Ltd. 401(k) Retirement PlanEngineering Consulting Servi…$187MBarclay Damon LLP Profit Sharing and 401(k) PlanBarclay Damon LLP Profit Sha…$187MTrubridge 401(k) Retirement PlanTrubridge 401(k) Retirement …$187MFleetpride Inc. Retirement & Savings PlanFleetpride Inc. Retirement &…$187M
End-of-year total assets ($M) among Barclay Damon LLP Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$165M
Net Assets (End of Year)$187M
Net Income$22M
Employer EIN150339022
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barclay Damon LLP)

Sponsor-wide plan assets over time

All Barclay Damon LLP plans reported in each filing year

Latest sponsor-wide plan assets
$187M 31.801449949255932% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $142M $187M ▲ +31.8%
Year Plans Participants Total Assets
2022 1 420 $142M
2023 1 417 $165M
2024 1 461 $187M

Nearby 401(k) Plans in New York

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

Barclay Damon LLP Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Barclay Damon LLP Profit Sharing and 401(k) Plan, Total assets ($B): 0.187050074 · Participants: 461Barclay Damon LLP Profit Sharing and 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Barclay Damon LLP Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Barclay Damon LLP Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Barclay Damon LLP Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Trubridge 401(k) Retirement Plan in AL ($187M); by covered participants it is Brady's Welding & Machine Shop 401(k) Plan in OK (461 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (461 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 Barclay Damon LLP Profit Sharing and 401(k) Plan assets move in 2024? ▼
Barclay Damon LLP Profit Sharing and 401(k) Plan grew at a solid clip - up 13.1% during 2024, from $165M to $187M. Reported net income was $22M.
How have Barclay Damon LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barclay Damon LLP's sponsor-wide assets grew 31.8%, from $142M to $187M.
Where does Barclay Damon LLP Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Barclay Damon LLP Profit Sharing and 401(k) Plan ranks in the 94th 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 Barclay Damon LLP Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trubridge 401(k) Retirement Plan in AL ($187M, 2,305 participants).
Which 401(k) plans cover a similar participant headcount to Barclay Damon LLP Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brady's Welding & Machine Shop 401(k) Plan in OK (461 participants, $14M 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 150339022.

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.