Plan5500

Barry University — 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, Barry University (EIN 59-0624364) is a plan sponsor located in Miami Shores, FL with 3 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
59-0624364
Location
Miami Shores, FL
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 Barry University

  • 3 loaded plans hold $213.8M in reported assets.
  • The largest, Barry University Defined Contribution Plan, holds 57% of this company's reported plan assets.
  • Plans cover 3,503 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$213.8MSummed across loaded plans$213,762,287
Total reported assets$213.8M$213,762,287
Total reported participants3.5K3,503
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$213.8M total assets
Net assets$213.8MLiabilities$0
Contributions & income
Employer contributions$1.9M
Participant contributions$4.5M
Total income / additions$32.7M
Expenses & distributions
Benefits paid / distributions$16.4M
Total expenses$16.9M
Net increase / (decrease)$15.7M

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 assets57%Barry University Defined Contribution Plan
Participants per plan1,168Average 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
    Barry University Defined Contribution Plan$121.9M
    Plan #001 · 1,060 participants · 2023
  2. 2
    Barry University 401(K) Plan$91.9M
    Plan #002 · 2,443 participants · 2023
  3. 3
    Barry University Employee Welfare Plannot reported in the loaded dataset
    Plan #520 · 0 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 Barry University. Open one for its full reported snapshot.

  1. 2023
    Barry University Defined Contribution Plan1,060 participants · 2Sch HSch C
    View filing →
  2. 2023
    Barry University 401(K) Plan2,443 participants · 2Sch HSch C
    View filing →
  3. 2023
    Barry University Employee Welfare Plan0 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Barry University report on Form 5500?
Barry University (EIN 59-0624364) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Barry University?
The Employer Identification Number (EIN) reported for Barry University is 59-0624364.
What is the latest Form 5500 filing year for Barry University?
The latest loaded Form 5500 filing year for Barry University is 2023.

Related Form 5500 pages