Plan Ledger DOL Form 5500 · updated monthly

Barrow, Hanley, Mewhinney and Strauss, LLC401(k)

BARROW, HANLEY PROFIT SHARING & 401(K) PLAN · DALLAS, TX · plan year 2025

Reported admin expense ratio · 2025
0.02%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Barrow, Hanley, Mewhinney and Strauss, LLC reported $18,397 in plan administrative expenses for 2025: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $37,298 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.03% to 0.02%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other finance & insurance employers. By assets it is the 629th-largest of 5,688 plans among Texas employers on file, and the 964th of 4,798 in finance & insurance. In 2025, the employer put in $2.51 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$105,858,851
Participants with balances121
Active participants97
Employer contributions$3,617,921
Employee contributions$1,441,638
Employer contribution per active participant$37,298
Average account balance$874,867
Benefits paid to participants$3,919,667
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$105.9M · 121 accts · $3.6M emplr
2024$90.6M · 123 accts · $3.5M emplr
2023$94.9M · 128 accts · $3.3M emplr
2022$83.5M · 125 accts · $3.1M emplr
The Barrow, Hanley, Mewhinney and Strauss, LLC 401(k) match · 2025
Employer contribution per active participant$37,298
Median for plans this size$4,093
2025$37,298 per active participant
2024$34,640 per active participant
2023$31,474 per active participant
2022$30,773 per active participant

Barrow, Hanley, Mewhinney and Strauss, LLC's 2025 employer contribution ran above the $4,093 median for plans its size, placing it in the top quarter of its peers. 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.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
THE VANGUARD GROUP, INC. · Recordkeeping · Trustee (directed)$18,677

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

Recordkeeper by year3
2025Vanguard
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$18,397 · 0.02%
2024$23,525 · 0.03%
2023$28,088 · 0.03%
2022$27,862 · 0.03%
Same employer
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Amarillo National Bank TX$118.5M · 0.17%
Kestra Financial, Inc. TX$115.4M · 0.11%
Colonial Savings, F.A. TX$107.9M · 0.07%
Austin Bank, Texas, N.A. TX$103.3M · 0.00%
Triumph Financial, Inc. TX$101.0M · 0.11%
Canyon Partners, L.L.C. TX$95.2M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752403190 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.