Barclays 401(K) Plan — Form 5500 plan (Barclays Services Corporation)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Barclays 401(K) Plan is a benefit plan reported by Barclays Services Corporation under EIN 13-3714398 and plan number 002. The latest loaded filing year is 2023. The filing reports 19,302 participants and $3,081,702,008 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Barclays Services Corporation
- EIN
- 13-3714398
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 19,302
- End-of-year plan assets
- $3,081,702,008
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19,302 | H, C | 20240927144520NAL0002411073001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,081,702,008
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,081,702,008
- Net assets (BOY)
- $2,526,211,530
Income & contributions
- Employer contributions
- $99,400,123
- Participant contributions
- $154,781,468
- Total contributions
- $285,407,480
- Total income / additions
- $762,846,568
Expenses & distributions
- Benefits paid
- $206,011,454
- Administrative expenses
- $1,344,636
- Total expenses
- $207,356,090
- Net increase / (decrease)
- $555,490,478
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $767,690 | $0 | 2023 |
| Towers Watson Investment Services I | OTHER | $207,211 | not reported in the loaded dataset | 2023 |
| Orrick Herrington & Sutcliffe Llp | ATTORNEY | $205,035 | not reported in the loaded dataset | 2023 |
| Kpmg Llp | AUDITOR | $75,000 | not reported in the loaded dataset | 2023 |
| Cohnreznick, Llp | AUDITOR | $7,500 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Co LLC | OTHER | $3,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Barclays Services Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Towers Watson Investment Services I — Schedule C compensation
- Orrick Herrington & Sutcliffe Llp — Schedule C compensation
- Kpmg Llp — Schedule C compensation
- Cohnreznick, Llp — Schedule C compensation
- Qdro Consultants Co LLC — Schedule C compensation