Employers › Barnes Group › plan 012
Recordkeeping fees per participant · Barnes Group Inc. Retirement Savings Plan · plan year 2023
$53.56
Higher than 60% of the 1,454 plans $250M to 1B that report it.
= $131,434 / 2,454
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013160016NAL0000806595001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013160016NAL0000806595001, received 2025-10-13
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2023-12-31 to 2024-12-30, filing received 2025-10-13.
Administrative expenses excluding investment management, per participant
$108.22
Higher than 82% of the 2,115 plans $250M to 1B that report it.
= $265,572 / 2,454
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013160016NAL0000806595001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013160016NAL0000806595001, received 2025-10-13
Administrative expenses per participant
$108.22
Higher than 69% of the 2,177 plans $250M to 1B that report it.
= $265,572 / 2,454
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013160016NAL0000806595001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013160016NAL0000806595001, received 2025-10-13
Administrative expenses as a share of assets
0.083%
Higher than 58% of the 2,180 plans $250M to 1B that report it.
= $265,572 / $320,119,132
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013160016NAL0000806595001, received 2025-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013160016NAL0000806595001, received 2025-10-13
Employer contributions per participant
$2,480
Higher than 39% of the 2,253 plans $250M to 1B that report it.
= $6,086,857 / 2,454
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013160016NAL0000806595001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013160016NAL0000806595001, received 2025-10-13
Employer share of total contributions
34.7%
Higher than 59% of the 2,256 plans $250M to 1B that report it.
= $6,086,857 / $17,532,058
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013160016NAL0000806595001, received 2025-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013160016NAL0000806595001, received 2025-10-13
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251013160016NAL0000806595001, received 2025-10-13
| Field | Value | Source |
|---|---|---|
| Plan sponsor | BARNES GROUP INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251013160016NAL0000806595001, received 2025-10-13 |
| Plan name | BARNES GROUP INC. RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251013160016NAL0000806595001, received 2025-10-13 |
| Sponsor EIN / plan number | 06-0247840 / 012 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251013160016NAL0000806595001, received 2025-10-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251013160016NAL0000806595001, received 2025-10-13 |
| Sponsor location | BRISTOL, CT | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251013160016NAL0000806595001, received 2025-10-13 |
| Industry (business code) | 332900, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251013160016NAL0000806595001, received 2025-10-13 |
| Plan year | 2023-12-31 to 2024-12-30 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251013160016NAL0000806595001, received 2025-10-13 |
| Filing received | 2025-10-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251013160016NAL0000806595001, received 2025-10-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251013160016NAL0000806595001, received 2025-10-13 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251013160016NAL0000806595001, received 2025-10-13 |
| Participants, beginning of year | 2,903 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251013160016NAL0000806595001, received 2025-10-13 |
| Active participants | 1,586 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251013160016NAL0000806595001, received 2025-10-13 |
| Participants, end of year | 2,538 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251013160016NAL0000806595001, received 2025-10-13 |
| Participants with an account balance | 2,454 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013160016NAL0000806595001, received 2025-10-13 |
| Total assets, beginning of year | $299,353,501 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251013160016NAL0000806595001, received 2025-10-13 |
| Total assets, end of year | $320,119,132 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013160016NAL0000806595001, received 2025-10-13 |
| Net assets, end of year | $320,112,360 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251013160016NAL0000806595001, received 2025-10-13 |
| Total income | $70,703,467 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251013160016NAL0000806595001, received 2025-10-13 |
| Net income | $20,764,064 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251013160016NAL0000806595001, received 2025-10-13 |
| Employer contributions | $6,086,857 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013160016NAL0000806595001, received 2025-10-13 |
| Participant contributions | $9,892,455 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251013160016NAL0000806595001, received 2025-10-13 |
| Other contributions (incl. rollovers) | $1,552,746 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251013160016NAL0000806595001, received 2025-10-13 |
| Total contributions | $17,532,058 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013160016NAL0000806595001, received 2025-10-13 |
| Benefit payments | $49,673,831 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251013160016NAL0000806595001, received 2025-10-13 |
| Total expenses (incl. benefit payments) | $49,939,403 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251013160016NAL0000806595001, received 2025-10-13 |
| Total administrative expenses | $265,572 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013160016NAL0000806595001, received 2025-10-13 |
| Contract administrator fees | $1,200 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251013160016NAL0000806595001, received 2025-10-13 |
| Recordkeeping fees | $131,434 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013160016NAL0000806595001, received 2025-10-13 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251013160016NAL0000806595001, received 2025-10-13 |
| Investment advisory and management fees | $0 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251013160016NAL0000806595001, received 2025-10-13 |
| Administrative expenses excluding investment management | $265,572 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013160016NAL0000806595001, received 2025-10-13 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251013160016NAL0000806595001, received 2025-10-13 |
| Held in common/collective trusts | $214,383,080 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251013160016NAL0000806595001, received 2025-10-13 |
| Held in mutual funds | $72,347,422 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251013160016NAL0000806595001, received 2025-10-13 |
| Independent auditor | FIONDELLA, MILONE & LASARACINA | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251013160016NAL0000806595001, received 2025-10-13 |
Position = column in the DOL layout for form year 2023. Filing 20251013160016NAL0000806595001, received 2025-10-13.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees | $156,424 | yes |
| NELSON,MULLINS,RILEY | ATTORNEY/LEGAL | 16 Consulting (general); 29 Legal | $72,994 | no |
| CAPFINANCIAL PARTNERS, LLC | PLAN ADMINISTRATOR | 27 Investment advisory (plan) | $36,161 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251013160016NAL0000806595001, received 2025-10-13.
No filing for the previous plan year is in the data, so there is no year-over-year comparison.