Plan5500

Barclay Water Management, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Barclay Water Management, Inc. (EIN 04-2558176) is a plan sponsor located in Newton, MA with 4 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-2558176
Location
Newton, MA
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Barclay Water Management, Inc.

  • 4 loaded plans hold $11.9M in reported assets.
  • The largest, Barclay Water Management, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 567 reported participants.
  • 1 of 4 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.9MSummed across loaded plans$11,886,589
Total reported assets$11.9M$11,886,589
Total reported participants567
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.9M total assets
Net assets$11.9MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$903.1K
Total income / additions$2.7M
Expenses & distributions
Benefits paid / distributions$511.6K
Total expenses$591.6K
Net increase / (decrease)$2.1M

Data coverage

Plans with financial statements1 / 4 (25%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Barclay Water Management, Inc. 401(K) Plan
Participants per plan142Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Barclay Water Management, Inc. 401(K) Plan$11.9M
    Plan #001 · 221 participants · 2023
  2. 2
    Barclay Water Management, Inc. Employee Benefit Plannot reported in the loaded dataset
    Plan #503 · 119 participants · 2023
  3. 3
    Barclay Water Management, Inc. Employee Benefit Plannot reported in the loaded dataset
    Plan #501 · 115 participants · 2023
  4. 4
    Barclay Water Management, Inc. Employee Benefit Plannot reported in the loaded dataset
    Plan #502 · 112 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Barclay Water Management, Inc.. Open one for its full reported snapshot.

  1. 2023
    Barclay Water Management, Inc. Employee Benefit Plan119 participants · 2No schedules
    View filing →
  2. 2023
    Barclay Water Management, Inc. Employee Benefit Plan107 participants · 2No schedules
    View filing →
  3. 2023
    Barclay Water Management, Inc. Employee Benefit Plan101 participants · 2No schedules
    View filing →
  4. 2023
    Barclay Water Management, Inc. Employee Benefit Plan115 participants · 2No schedules
    View filing →
  5. 2023
    Barclay Water Management, Inc. 401(K) Plan221 participants · 2Sch HSch C
    View filing →
  6. 2023
    Barclay Water Management, Inc. Employee Benefit Plan112 participants · 2No schedules
    View filing →
  7. 2023
    Barclay Water Managaement, Inc. Employee Benefit Plan147 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Barclay Water Management, Inc. report on Form 5500?
Barclay Water Management, Inc. (EIN 04-2558176) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Barclay Water Management, Inc.?
The Employer Identification Number (EIN) reported for Barclay Water Management, Inc. is 04-2558176.
What is the latest Form 5500 filing year for Barclay Water Management, Inc.?
The latest loaded Form 5500 filing year for Barclay Water Management, Inc. is 2023.

Related Form 5500 pages