401(k)
2022 plan-year 401(k) DOL Form 5500

Papa & Barkley Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Egg Rock Holdings, LLC · California · Agriculture, Forestry & Fishing

What the 2023 filing shows

Papa & Barkley Retirement Plan holds $2M for 119 participants — about $17,793 per participant, down 13.8% over the 2022 plan year.

$2M
total plan assets (2022 EOY)
119
covered participants
$17,793
avg assets per participant
-13.8%
assets change YoY

The plan reported a net loss of $339K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$2M
Participants
119
State
Industry
Agriculture, Forestry & Fishing

What the Filing Says About Papa & Barkley Retirement Plan

Papa & Barkley Retirement Plan is a 401(k) retirement plan sponsored by Egg Rock Holdings, LLC, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 119 participants across the Agriculture, Forestry & Fishing industry. The sponsor's EIN on file with the U.S. Department of Labor is 813422228, and the plan has been effective since 2020-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2022 to $2M at year-end — a decline of 13.8%. Net assets (after liabilities) closed the year at $2M, with reported net income of $-339,350 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2M
Total Assets (End of Year)$2M
Net Assets (End of Year)$2M
Net Income$-339,350
Plan Type401(k)
Employer EIN813422228
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Egg Rock Holdings, LLC)

Year Plans Participants Total Assets
2022 1 119 $2M
2023 1 107 $2M
2024 2 230 $4M

Nearby 401(k) Plans in California

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

Frequently Asked Questions

How much money is in the Papa & Barkley Retirement Plan?
As of the 2022 Form 5500 filing, Papa & Barkley Retirement Plan holds $2M in total assets with 119 participants. It is sponsored by Egg Rock Holdings, LLC.
What type of plan is Papa & Barkley Retirement Plan?
Papa & Barkley Retirement Plan is a 401(k) plan. It has been effective since 2020-01-01. The plan is filed with the U.S. Department of Labor under EIN 813422228.
Who sponsors the Papa & Barkley Retirement Plan?
Papa & Barkley Retirement Plan is sponsored by Egg Rock Holdings, LLC, located in California. The sponsor's EIN is 813422228 and the plan operates in the Agriculture, Forestry & Fishing industry.
How did Papa & Barkley Retirement Plan perform in 2022?
Papa & Barkley Retirement Plan declined by 13.8% during 2022, moving from $2M to $2M in total assets. Net income was $-339,350.
Where can I find official filings for Papa & Barkley Retirement Plan?
Official Form 5500 filings for Papa & Barkley Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 813422228 or plan name at efast.dol.gov.
How does Papa & Barkley Retirement Plan compare to other plans?
You can compare Papa & Barkley Retirement Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 813422228.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.