Plan5500

Barr Engineering Co. — 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, Barr Engineering Co. (EIN 41-0905995) is a plan sponsor located in Minneapolis, MN with 2 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
41-0905995
Location
Minneapolis, MN
Loaded plans
3
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 Barr Engineering Co.

  • 3 loaded plans hold $293.9M in reported assets.
  • The largest, Barr Engineering Co. Retirement Savings Plan, holds 82% of this company's reported plan assets.
  • Plans cover 2,964 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$293.9MSummed across loaded plans$293,905,698
Total reported assets$293.9M$293,905,698
Total reported participants3K2,964
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$293.9M total assets
Net assets$293.9MLiabilities—
Contributions & income
Employer contributions$8.3M
Participant contributions$10.8M
Total income / additions$59.6M
Expenses & distributions
Benefits paid / distributions$15.5M
Total expenses$15.6M
Net increase / (decrease)$44M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

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 assets82%Barr Engineering Co. Retirement Savings Plan
Participants per plan988Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Barr Engineering Co. Retirement Savings Plan$241.4M
    Plan #001 · 1,115 participants · 2023
  2. 2
    Barr Engineering Co. Employee Stock Ownership Plan$52.5M
    Plan #002 · 979 participants · 2023
  3. 3
    Barr Engineering Company Cafeteria Plannot reported in the loaded dataset
    Plan #501 · 870 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 Barr Engineering Co.. Open one for its full reported snapshot.

  1. 2023
    Barr Engineering Co. Employee Stock Ownership Plan979 participants · 2Sch HSch C
    View filing →
  2. 2023
    Barr Engineering Co. Retirement Savings Plan1,115 participants · 2Sch HSch C
    View filing →
  3. 2023
    Barr Engineering Company Cafeteria Plan870 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Barr Engineering Co. report on Form 5500?
Barr Engineering Co. (EIN 41-0905995) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Barr Engineering Co.?
The Employer Identification Number (EIN) reported for Barr Engineering Co. is 41-0905995.
What is the latest Form 5500 filing year for Barr Engineering Co.?
The latest loaded Form 5500 filing year for Barr Engineering Co. is 2023.

Related Form 5500 pages