Barton & Associates Inc. 401(k) Plan: Login, Facts & Contact Information
Barton & Associates Inc. 401(k) Login
114 former Barton & Associates Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Barton & Associates Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 9, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $3.26 million went into the plan in contributions, $555,638 of it from the employer (17%).
- $3.06 million was paid out to participants.
- Investment and other income added $2.89 million.
- Administrative expenses were $123,322, about $303 per account.
How the Barton & Associates Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 579 | $15.4 million | $452,738 | $2.17 million |
| 2020 | 648 | $18.5 million | $555,834 | $2.50 million |
| 2021 | 504 | $21.4 million | $439,069 | $1.72 million |
| 2022 | 513 | $15.2 million | $576,800 | $4.49 million |
| 2023 | 547 | $19.4 million | $525,335 | $1.58 million |
| 2024 | 690 | $22.4 million | $555,638 | $3.06 million |
Barton & Associates Inc. 401(k) Contact Information
Questions about the Barton & Associates Inc. 401(k)
Does Barton & Associates Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $555,638, 17% of all contributions.
Does the Barton & Associates Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Barton & Associates Inc 401(k) plan?
690 participants at the start of plan year 2024, 531 of them active employees, and 114 former employees who still had money in the plan.
What is the average 401(k) balance at Barton & Associates Inc?
About $55,010 per account: $22.4 million in plan assets across 407 accounts with a balance at the end of plan year 2024.
Who manages the Barton & Associates Inc 401(k) accounts?
Empower (listed on the filing as EMPOWER ANNUITY INSURANCE CO.) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Barton & Associates Inc. How do I access my 401(k)?
Your account stays with Empower 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.