Barry University Defined Contribution Plan — Form 5500 plan (Barry University)

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, Barry University Defined Contribution Plan is a benefit plan reported by Barry University under EIN 59-0624364 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,060 participants and $121,872,458 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$121.9MPlan net assets, end of year$121,872,458
Participants1.1KCovered participants reported1,060
Assets / participant$115KComputed: assets ÷ participants$114,974 (computed)
Provider compensation$68.8K3 Schedule C provider row(s)$68,811
Plan sponsor
Barry University
EIN
59-0624364
Plan number
001
Plan type
2
Location
Miami Shores, FL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,060 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$121.9M total assets
Net assets$121.9MLiabilities$0
Money in vs. money out
Total income / additions$14.5M
Total expenses$9.9M
Benefits paid / distributions$9.7M
Full reported line items

Net assets

Total assets (EOY)
$121,872,458
Total liabilities (EOY)
$0
Net assets (EOY)
$121,872,458
Net assets (BOY)
$117,287,359

Income & contributions

Total contributions
$3,704
Total income / additions
$14,534,748

Expenses & distributions

Benefits paid
$9,737,374
Administrative expenses
$212,275
Total expenses
$9,949,649
Net increase / (decrease)
$4,585,099
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income67%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    FINANCIAL ADVISORS · Direct $32K
  2. 2
    Tiaa$24.3K
    RECORDKEEPER · Direct $24.3K · Indirect $0
  3. 3
    AUDITOR · Direct $12.5K

What to inspect next

Frequently asked questions

Who sponsors the Barry University Defined Contribution Plan?
Barry University Defined Contribution Plan is reported as sponsored by Barry University (EIN 59-0624364, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Barry University Defined Contribution Plan?
The latest Form 5500 filing year loaded for Barry University Defined Contribution Plan is 2023.
How many participants does Barry University Defined Contribution Plan report?
Barry University Defined Contribution Plan reports 1,060 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Barry University Defined Contribution Plan?
Barry University Defined Contribution Plan reports $121,872,458 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages