How big is Barton Insurance Group Inc.'s plan?

Barton Insurance Group Inc.'s plan reported $1.1M in assets and 10 participants for 2025.

Original filing (PDF)20260424083739NAL0005566641001

Barton Insurance Group Inc.

Name: Barton Insurance Group Inc. — Barton Insurance Group, Form 5500 (2025)
Creator: Barton Insurance Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barton Insurance Group Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Barton Insurance Group Inc.'s Barton Insurance Group Inc. 401(k) Profit Sharing Plan & Trust held $1.1M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Barton Insurance Group Inc.'s EIN is 05-0303129.

EIN 05-0303129

Plan number 001

Plan year 2025

ACK ID 20260424083739NAL0005566641001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Barton Insurance Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Barton Insurance Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARTON INSURANCE GROUP INC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off