Barr Engineering 401(k) match, vesting and fees
What Barr Engineering's 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 | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 266 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Barr Engineering: employer contribution per participant | $2,486 | |
| Peer median | $2,664 |
| Barr Engineering: average balance | $251,552 | |
| Peer median | $119,448 |
| Barr Engineering: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.09% |
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 $238M at the end of plan year 2021 to $328M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,318 | $328M | $3.2M | $2,486 | 0.03% | Not published | Form 5500 ↗ |
| 2024 | 1,269 | $277M | $3M | $2,384 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 1,206 | $241M | $2.7M | $2,295 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 1,115 | $203M | $2.4M | $2,211 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 1,042 | $238M | $2.3M | $2,192 | 0.05% | Not published | Form 5500 ↗ |
Other Barr Engineering plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Barr Engineering Co. Employee Stock Ownership 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.
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Barr Engineering match 401(k) contributions?
The match terms for the Barr Engineering Co. Retirement Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $3.2M in employer contributions, about $2,486 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Barr Engineering 401(k) match vested?
The vesting schedule for the Barr Engineering Co. Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Barr Engineering 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Schwab Retirement Plan Services,inc. The plan administrator is Barr Engineering Co..
I left Barr Engineering. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Barr Engineering Co., (952) 832-2600) or the recordkeeper, Schwab Retirement Plan Services,inc. The Barr Engineering old 401(k) page lists the contacts from every plan filing. Find an old Barr Engineering 401(k)
Data from the public Form 5500 annual reports Barr Engineering filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Barr Engineering. Not financial advice. Report a correction · Methodology