Barkan Management Company, Inc. 401(k) Plan: Login, Facts & Contact Information

Barkan Management Company, Inc. 401(k) Plan Facts

Plan name
THE BARKAN COMPANIES 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BARKAN MANAGEMENT COMPANY, INC.
Participants
752 (671 active employees)
Former employees with a balance
177
Plan assets
$43,327,078 at Dec 31, 2024
Average account balance
$65,154 across 665 accounts
Employer contributions
$1,475,116 in plan year 2024 (29% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jun 1, 1995
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 2, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $5.01 million went into the plan in contributions, $1.48 million of it from the employer (29%).
  • $7.30 million was paid out to participants.
  • Investment and other income added $4.98 million.
  • Administrative expenses were $33,879, about $51 per account.

How the Barkan Management Company, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019626$28.5 million$903,808$3.43 million
2020763$33.1 million$959,342$3.12 million
2021715$40.3 million$1.09 million$1.56 million
2022740$34.5 million$1.15 million$3.42 million
2023765$40.7 million$1.23 million$3.62 million
2024752$43.3 million$1.48 million$7.30 million

Barkan Management Company, Inc. 401(k) Contact Information

Phone
617-532-8644
Mailing address
7 WELLS AVE SUITE 11, NEWTON MA 02459
Plan sponsor
BARKAN MANAGEMENT COMPANY, INC.
Employer identification number (EIN)
04-2724804
Plan number
001

Questions about the Barkan Management Company, Inc. 401(k)

Does Barkan Management Company, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.48 million, 29% of all contributions.

Does the Barkan Management Company, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Barkan Management Company, Inc 401(k) plan?

752 participants at the start of plan year 2024, 671 of them active employees, and 177 former employees who still had money in the plan.

What is the average 401(k) balance at Barkan Management Company, Inc?

About $65,154 per account: $43.3 million in plan assets across 665 accounts with a balance at the end of plan year 2024.

Who manages the Barkan Management Company, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Barkan Management Company, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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