401(k) · DOL Form 5500 · 2024

Bart & Associates, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets: 165
Participants Small participant base: 71st
Percentile by assets National rank: $124,111
Avg per participant Near avg balance/head

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Official DOL plan name: B&a 401(k) Plan · Sponsored by Bart & Associates, LLC · Virginia · Professional & Technical Services

$20M in assets, 165 participants

Bart & Associates, LLC's B&a 401(k) Plan reported $20M in total assets and 165 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

#14,125 in Professional & Technical Services (20,173 peers)

Coverage in Virginia

B&a 401(k) Plan covers 165 participants in Virginia, about 21% of the average Virginia filer (state average ~782 per filing). Assets: $20M.

#14,125
in Professional & Technical Services (20,173 peers): -14.6%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

B&a 401(k) Plan's outsized position by total assets

B&a 401(k) Plan vs every filed plan by assets

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

$20,478,251 Top 29% higher than 71% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

B&a 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. B&a 401(k) Plan sits mid-pack in the medium band (165 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

B&a 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
B&a 401(k) Plan reported participants rose from 114 in the plan year 2023 filing to 165 in the plan year 2024 filing.
B&a 401(k) Plan end-of-year assets fell from $24M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 526383142 · Bart & Associates, LLC PY 2024 · 401(k)

B&a 401(k) Plan · $20M · 165 · 71st

BOOK $20M
BOOK 165
BOOK 71st
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BOOK near Nexthink, Inc. Retirement Savings Plan
BOOK ind #14125

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 Virginia →

End-of-year total assets ($M) among B&a 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)	$24M
Net Assets (End of Year)	$20M
Net Income	-$3M
Employer EIN	526383142
Plan Effective Date	1998-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bart & Associates, LLC)

Latest sponsor-wide plan assets: $20M 30.345918474903975% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	101	$16M
2023	1	114	$24M
2024	1	165	$20M

Nearby 401(k) Plans in Virginia

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

B&a 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Northrop Grumman Savings Plan $39.5B · 104,719
401(k) Pension Plan $16.8B · 62,869
General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
Leidos, Inc. Retirement Plan $11.8B · 29,734

Compare B&a 401(k) Plan side-by-side with 3 peers →

B&a 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Nexthink, Inc. Retirement Savings Plan in MA ($20M); by covered participants it is One Off Hospitality Group, Ltd. 401(k) Plan in IL (165 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Nexthink, Inc. Retirement Savings Plan (MA) $20M · 180
Tilden Park Capital Management LP 401(k) and Profit Sharing Plan (NY) $20M · 50
Processbarron 401(k) Plan (AL) $20M · 433
Gradient Financial Group LLC 401(k) Profit Sharing Plan and Trust (MN) $20M · 318

Similar participant headcount

Nearest other-state filings by covered participants (165 participants); asset peers above are excluded.

One Off Hospitality Group, Ltd. 401(k) Plan (IL) 165 · 0 off
Better World Books 401(k) Profit Sharing Plan (IN) 165 · 0 off
Powertherm Co Inc 401(k) Profit Sharing Plan & Trust (TX) 165 · 0 off
Boys & Girls Clubs of the (CA) 165 · 0 off

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 B&a 401(k) Plan assets move in 2024? ▼

B&a 401(k) Plan pulled back noticeably - down 14.6% during 2024, from $24M to $20M. Reported net income was -$3M.

How have Bart & Associates, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bart & Associates, LLC's sponsor-wide assets grew 30.3%, from $16M to $20M.

Which 401(k) plans are similar in size to B&a 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Nexthink, Inc. Retirement Savings Plan in MA ($20M, 180 participants).

Which 401(k) plans cover a similar participant headcount to B&a 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is One Off Hospitality Group, Ltd. 401(k) Plan in IL (165 participants, $3M 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 526383142.