Other · DOL Form 5500 · 2024
The Barrie School Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 119
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $57,750
- Avg per participant Low balance/head
Official DOL plan name: The Barrie School Retirement Plan · Sponsored by The Barrie School · Maryland · Educational Services
$7M in assets, 119 participants
The Barrie School's The Barrie School Retirement Plan reported $7M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.
- #1,158 in Educational Services (3,638 peers)
Coverage in Maryland
The Barrie School Retirement Plan covers 119 participants in Maryland, about 13% of the average Maryland filer (state average ~929 per filing). Assets: $7M.
- #1,158
- in Educational Services (3,638 peers)
- +11.9%
- assets growth YoY
The Barrie School Retirement Plan's mid-pack asset rank among Educational Services and all filers
The Barrie School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,872,238 48th percentile higher than 48% 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
The Barrie School Retirement 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. The Barrie School Retirement Plan sits mid-pack in the medium band (119 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Barrie School Retirement Plan reported participants rose from 105 in the plan year 2023 filing to 119 in the plan year 2024 filing.
- The Barrie School Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- The Barrie School Retirement Plan reported net income rose from $655K in the plan year 2023 filing to $733K in the plan year 2024 filing.
DOL schedule card
Filing strip 521336863 · The Barrie School PY 2024 · Other
The Barrie School Retirement Plan · $7M · 119 · 48th
- IND $7M
- IND 119
- IND 48th
- IND Other
- IND near Good Shepherd Food Bank 403(b) Plan
- IND ind #1158
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 Educational Services retirement plans → · Plans in Maryland →
The Barrie School Retirement Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $733K |
| Employer EIN | 521336863 |
| Plan Effective Date | 1993-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Barrie School)
Sponsor-wide plan assets over time
All The Barrie School plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 25.310448071449283% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 107 | $5M |
| 2023 | 1 | 105 | $6M |
| 2024 | 1 | 119 | $7M |
Nearby Other Plans in Maryland
Peer Other plans, same state, same plan type, ranked by total assets.
- Johns Hopkins University 403(b) Plan $8.8B · 25,833
- Medstar Health, Inc. Retirement Savings Plan $3.5B · 32,983
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B $3.0B · 9,501
- Howard Hughes Medical Institute Retirement Savings Plan $2.0B · 2,666
- Johns Hopkins Health System Corporation 403(b) Plan $1.7B · 18,810
The Barrie School Retirement Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Good Shepherd Food Bank 403(b) Plan in ME ($7M); by covered participants it is Grid Alternatives, Inc. 403(b) Plan in CA (119 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (119 participants); asset peers above are excluded.
- Grid Alternatives, Inc. 403(b) Plan (CA) 119 · 0 off
- Sreb Retirement Plan (GA) 119 · 0 off
- Center for Early Education DC Retirement Plan (CA) 119 · 0 off
- San Francisco University High School DC Retirement Plan (CA) 119 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.