401(k) · DOL Form 5500 · 2024

Barri Financial Group, LLC (Dba Dolfintech) 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
1,338
Participants Near avg headcount
54th
Percentile by assets National rank
$7,015
Avg per participant Low balance/head
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Official DOL plan name: Dolfintech 401(k) Plan · Sponsored by Barri Financial Group, LLC (Dba Dolfintech) · Texas · Finance & Insurance

$9M in assets, 1,338 participants

Barri Financial Group, LLC (Dba Dolfintech)'s Dolfintech 401(k) Plan reported $9M in total assets and 1,338 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,279 in Finance & Insurance (8,549 peers)

Barri Financial Group, LLC (Dba Dolfintech) multi-year trail

Barri Financial Group, LLC (Dba Dolfintech)'s plans moved +296.9% in assets from 2022 to 2024; this filing shows Dolfintech 401(k) Plan at $9M / 1,338 participants.

#3,279
in Finance & Insurance (8,549 peers)
+20.0%
assets growth YoY

Dolfintech 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Dolfintech 401(k) Plan vs every filed plan by assets

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

$9,386,637 Top 46% higher than 54% 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

Dolfintech 401(k) 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. Dolfintech 401(k) Plan lands in the large band (1,338 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dolfintech 401(k) Plan reported participants rose from 674 in the plan year 2023 filing to 1,338 in the plan year 2024 filing.
  • Dolfintech 401(k) Plan reported net income rose from $927K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Dolfintech 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 273743621 · Barri Financial Group, LLC (Dba Dolfintech) PY 2024 · 401(k)

Dolfintech 401(k) Plan · $9M · 1,338 · 54th

  • PHOTO $9M
  • PHOTO 1,338
  • PHOTO 54th
  • PHOTO 401(k)
  • PHOTO near Willis Enterprises, Inc. 401(k) P/S Plan
  • PHOTO ind #3279

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 Finance & Insurance retirement plans → · Plans in Texas →

Dolfintech 401(k) Plan in the asset neighbourhood

Dolfintech 401(k) Plan$9MWillis Enterprises, Inc. 401(k) P/S PlanWillis Enterprises, Inc. 401…$9MSuperior Bindery, Inc. 401(k) PlanSuperior Bindery, Inc. 401(k…$9MFlorida Eye Associates, Inc. 401(k) PlanFlorida Eye Associates, Inc.…$9MMetro Storage LLC 401(k) Plan$9M
End-of-year total assets ($M) among Dolfintech 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Barri Financial Group, LLC (Dba Dolfintech) multi-year asset trail

Sponsor-wide plan assets over time

All Barri Financial Group, LLC (Dba Dolfintech) plans reported in each filing year

Latest sponsor-wide plan assets
$9M 296.91794217129745% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $2.36M $9.39M ▲ +297.9%
Year Plans Participants Total Assets
2022 1 663 $2M
2023 1 674 $8M
2024 1 1,338 $9M

Barri Financial Group, LLC (Dba Dolfintech) filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN273743621
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Dolfintech 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Dolfintech 401(k) Plan, Total assets ($B): 0.009386637 · Participants: 1338Dolfintech 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Dolfintech 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Dolfintech 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Willis Enterprises, Inc. 401(k) P/S Plan in WA ($9M); by covered participants it is Lockheed Martin Corporation Operations Support Savings Plan in MD (1,338 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,338 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 Dolfintech 401(k) Plan assets move in 2024? ▼
Dolfintech 401(k) Plan grew sharply - up 20.0% during 2024, from $8M to $9M. Reported net income was $2M.
How have Barri Financial Group, LLC (Dba Dolfintech) plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barri Financial Group, LLC (Dba Dolfintech)'s sponsor-wide assets grew 296.9%, from $2M to $9M.
Which 401(k) plans are similar in size to Dolfintech 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Willis Enterprises, Inc. 401(k) P/S Plan in WA ($9M, 175 participants).
Which 401(k) plans cover a similar participant headcount to Dolfintech 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lockheed Martin Corporation Operations Support Savings Plan in MD (1,338 participants, $389M 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 273743621.

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.