Barrett Business Services, Inc. Retirement Savings Plan — Form 5500 plan (Barrett Business Services, Inc.)
Plain-English plan 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, Barrett Business Services, Inc. Retirement Savings Plan is a benefit plan reported by Barrett Business Services, Inc. under EIN 52-0812977 and plan number 001. The latest loaded filing year is 2023. The filing reports 41,735 participants and $194,723,948 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Barrett Business Services, Inc.
- EIN
- 52-0812977
- Plan number
- 001
- Plan type
- 3
- Location
- Vancouver, WA
- Latest filing year
- 2023
- Participants
- 41,735
- End-of-year plan assets
- $194,723,948
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 41,735 | H, C | 20241014115543NAL0014877779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $194,723,948
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $194,723,948
- Net assets (BOY)
- $137,567,669
Income & contributions
- Employer contributions
- $10,299,843
- Participant contributions
- $23,581,875
- Total contributions
- $37,492,963
- Total income / additions
- $62,290,958
Expenses & distributions
- Benefits paid
- $14,348,464
- Administrative expenses
- $831,963
- Total expenses
- $15,180,427
- Net increase / (decrease)
- $47,110,531
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $676,492 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | NONE | $127,500 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $17,357 | $0 | 2023 |
| Barrett Business Services, Inc. | NONE | $8,531 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Barrett Business Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Vancouver, WA
- Milliman, Inc. — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Barrett Business Services, Inc. — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation