Defined Benefit (Pension) · DOL Form 5500 · 2024

The Barton Group Pension Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
39
Participants Small participant base
75th
Percentile by assets National rank
$652,492
Avg per participant High balance/head
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Official DOL plan name: The Barton Group Pension Plan · Sponsored by The Barton Group · New York · Mining & Oil Extraction

$25M in assets, 39 participants

The Barton Group's The Barton Group Pension Plan reported $25M in total assets and 39 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #466 in Mining & Oil Extraction (785 peers)

Where The Barton Group Pension Plan sits by assets

The Barton Group Pension Plan sits in the top quartile of all filed plans by assets, $25M for 39 participants (~$652,492/participant), up 3.7% in 2024.

#466
in Mining & Oil Extraction (785 peers)
+3.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Barton Group Pension Plan's outsized position by total assets

The Barton Group Pension Plan vs every filed plan by assets

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

$25,447,185 Top 25% higher than 75% 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

The Barton Group Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Barton Group Pension Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Barton Group Pension Plan reported net income fell from $3M in the plan year 2023 filing to $900K in the plan year 2024 filing.
  • The Barton Group Pension Plan reported participants fell from 42 in the plan year 2023 filing to 39 in the plan year 2024 filing.
  • The Barton Group Pension Plan end-of-year assets rose from $25M in the plan year 2023 filing to $25M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 231624372 · The Barton Group PY 2024 · Defined Benefit (Pension)

The Barton Group Pension Plan · $25M · 39 · 75th

  • TYPE $25M
  • NET 39
  • BOOK 75th
  • VS-ST Defined Benefit (Pension)
  • BOY near Jersey Shore State Bank Retirement Plan
  • SCH ind #466

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 Mining & Oil Extraction retirement plans → · Plans in New York →

The Barton Group Pension Plan in the asset neighbourhood

Rogers Corporation Employees' Pension PlanRogers Corporation Employees…$26MThe Barton Group Pension Plan$25MJersey Shore State Bank Retirement PlanJersey Shore State Bank Reti…$25MUnited Ohio Insurance Company Pension PlanUnited Ohio Insurance Compan…$25MHussmann Pension Plan for Certain Participants with Frozen BenefitsHussmann Pension Plan for Ce…$25M
End-of-year total assets ($M) among The Barton Group Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$25M
Net Income$900K
Employer EIN231624372
Plan Effective Date1984-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Barton Group)

Sponsor-wide plan assets over time

All The Barton Group plans reported in each filing year

Latest sponsor-wide plan assets
$64M 10.186548732845768% vs 2022
2024 filing year
$56M$58M$60M$62M$64M$66M 202220232024 $58M $63.9M ▲ +10.2%
Year Plans Participants Total Assets
2022 2 172 $58M
2023 2 163 $63M
2024 2 164 $64M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Barton Group Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants The Barton Group Pension Plan, Total assets ($B): 0.025447185 · Participants: 39The Barton Group Pension PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
The Barton Group Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The Barton Group Pension Plan side-by-side with 3 peers →

The Barton Group Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Jersey Shore State Bank Retirement Plan in PA ($25M); by covered participants it is Schiff Hardin LLP Employees' Pension Plan in DC (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 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 The Barton Group Pension Plan assets move in 2024? ▼
The Barton Group Pension Plan edged up modestly - up 3.7% during 2024, from $25M to $25M. Reported net income was $900K.
How have The Barton Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Barton Group's sponsor-wide assets grew 10.2%, from $58M to $64M.
Where does The Barton Group Pension Plan rank by assets among Form 5500 filers? ▼
The Barton Group Pension Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Barton Group Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Jersey Shore State Bank Retirement Plan in PA ($25M, 24 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Barton Group Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Schiff Hardin LLP Employees' Pension Plan in DC (39 participants, $11M 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 231624372.

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.