Plan Ledger DOL Form 5500 · updated monthly

Barkley, Inc.401(k)

BARKLEY, INC. 401(K) PROFIT SHARING PLAN · KANSAS CITY, MO · plan year 2023

Employer contribution per participant · 2023
$3,447

Barkley, Inc.'s 2023 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $47,004,515 across 742 participant accounts, with employer contributions averaging $3,447 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 336th-largest of 1,393 plans among Missouri employers on file, and the 2,901st of 11,654 in professional & technical services. In 2023, employees put in $2.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$47,004,515
Participants with balances742
Active participants469
Employer contributions$1,616,854
Employee contributions$4,106,939
Employer contribution per active participant$3,447
Average account balance$63,348
Benefits paid to participants$6,571,716
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history2
Yearassets · accounts · employer contribution
2023$47.0M · 742 accts · $1.6M emplr
2022$39.4M · 762 accts · $778K emplr
Administrative expenses, itemized · 2023
Investment management$48,189
Total administrative-$19,419
The Barkley, Inc. 401(k) match · 2023
Employer contribution per active participant$3,447
Median for plans this size$2,440
2023$3,447 per active participant
2022$1,482 per active participant

Barkley, Inc.'s 2023 employer contribution ran above the $2,440 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Service providers · 20232
MARINER LLC · Investment advisory (plan)$48,189
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023Not separately reported
2022$3,093 · 0.01%
Same employer
Similar plansProfessional & Technical Services · Missouri
Cordell Law, LLP MO$47.5M · 0.23%
Evans & Dixon, LLC MO$43.6M · 0.17%
Elessent Clean Technologies MO$42.8M · 0.08%
Cordell & Cordell MO$34.6M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431028307 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.