Barclays Services 401(k) match, vesting and fees
What Barclays Services' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Life & Annuity Insurance Co | Schedule C ↗ |
| Independent auditor | KPMG, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 105 defined-contribution plans in finance and insurance with 10,000 to 49,999 participants.
| Barclays Services: employer contribution per participant | $5,432 | |
| Peer median | $3,632 |
| Barclays Services: average balance | $192,358 | |
| Peer median | $158,114 |
| Barclays Services: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.05% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $2.9B at the end of plan year 2021 to $3.6B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 19,531 | $3.6B | $100M | $5,432 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 20,416 | $3.1B | $99.4M | $5,252 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 19,291 | $2.5B | $85.3M | $4,782 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 17,678 | $2.9B | $76.4M | $4,589 | 0.04% | Not published | Form 5500 ↗ |
Other Barclays Services plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Barclays Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Willis Towers Watson US LLC | Schedule C ↗ |
| Independent auditor | KPMG LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Barclays Services match 401(k) contributions?
The match terms for the Barclays 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $100M in employer contributions, about $5,432 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Barclays Services 401(k) match vested?
The vesting schedule for the Barclays 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Barclays Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Life & Annuity Insurance Co. The plan administrator is Barclays Services Corporation.
I left Barclays Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Barclays Services Corporation, (212) 412-1365) or the recordkeeper, Empower Life & Annuity Insurance Co. The Barclays Services old 401(k) page lists the contacts from every plan filing. Find an old Barclays Services 401(k)
Data from the public Form 5500 annual reports Barclays Services filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Barclays Services. Not financial advice. Report a correction · Methodology