401(k) · DOL Form 5500 · 2024

Barratt Asset Management LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
145
Participants Small participant base
30th
Percentile by assets National rank
$14,896
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Bam 401(k) Plan · Sponsored by Barratt Asset Management LLC · Indiana · Real Estate

$2M in assets, 145 participants

Barratt Asset Management LLC's Bam 401(k) Plan reported $2M in total assets and 145 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,283 in Real Estate (4,605 peers)

Coverage in Indiana

Bam 401(k) Plan covers 145 participants in Indiana, about 27% of the average Indiana filer (state average ~541 per filing). Assets: $2M.

#2,283
in Real Estate (4,605 peers)
+118.0%
assets growth YoY

Bam 401(k) Plan among the smaller filed plans by assets

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

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

$2,159,959 30th percentile higher than 30% 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

Bam 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. Bam 401(k) Plan sits mid-pack in the medium band (145 participants).

Plan-year Form 5500 strip

Filing strip 273083303 · Barratt Asset Management LLC PY 2024 · 401(k)

Bam 401(k) Plan · $2M · 145 · 30th

  • IND $2M
  • EOY 145
  • 5500 30th
  • ASSETS 401(k)
  • PCT near Tvb Corporation Defined Contribution Plan
  • EIN ind #2283

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 Real Estate retirement plans → · Plans in Indiana →

Bam 401(k) Plan in the asset neighbourhood

Bam 401(k) Plan$2MTvb Corporation Defined Contribution PlanTvb Corporation Defined Cont…$2MIspecimen Inc. 401(k) Profit Sharing Plan and TrustIspecimen Inc. 401(k) Profit…$2MTucson Country Club 401(k) Savings PlanTucson Country Club 401(k) S…$2MSt. Mary's 401(k) Plan$2M
End-of-year total assets ($M) among Bam 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$991K
Net Assets (End of Year)$2M
Net Income$1M
Employer EIN273083303
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Bam 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Bam 401(k) Plan, Total assets ($B): 0.002159959 · Participants: 145Bam 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Bam 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Bam 401(k) Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Tvb Corporation Defined Contribution Plan in NY ($2M); by covered participants it is Lashbrook Jewelry Designs 401(k) Plan in UT (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Bam 401(k) Plan assets move in 2024? ▼
Bam 401(k) Plan surged - up 118.0% during 2024, from $991K to $2M. Reported net income was $1M.
Which 401(k) plans are similar in size to Bam 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tvb Corporation Defined Contribution Plan in NY ($2M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Bam 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lashbrook Jewelry Designs 401(k) Plan in UT (145 participants, N/A 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 273083303.

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.