Back to filter
Original filing (PDF)20251013152448NAL0000770195001
BARNES GROUP INC.
Form 5500
FILING_RECEIVED
UAW AGREEMENT AND PENSION PLAN
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BARNES GROUP INC..
Plan sponsor
Name
BARNES GROUP INC.
EIN
06-0247840
Address
123 MAIN STREET · BRISTOL, CT · 060106307
Phone
(860) 583-7070
Industry
Manufacturingsee all
Plan administrator
Name
BARNES GROUP INC. BENEFITS COMMITTEE
EIN
06-0247840
City
BRISTOL, CT
Phone
(860) 583-7070
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
FIONDELLA, MILONE & LASARACINA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2834414 | — | NONE | $356K | — |
| MERCER INVESTMENT MANAGEMENT | 30-0282430 | — | NONE | $242K | — |
| NELSON MULLINS RILEY & SCARBOROUGH | 57-0215445 | — | NONE | $32K | — |
| FIONDELLA, MILONE & LASARACINA LLP | 06-1648707 | — | NONE | $27K | — |
Investments
1 pooled fund· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BARNES GROUP INC. PENSION TRUST BARNES GROUP INC. · EIN 06-0247840 / PN 023 | Master Trust | $0 | — |
Related plans
Other plans using MERCER
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
WALMART INC.
WALMART 401(K) PLAN
$50.8B · 1,670,732 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON PENSION AND SAVINGS PLAN MASTER TRUST
$22.7B
Similar-size Manufacturing plans
BRA TEK ENGINEERING & MANUFACTURING, INC.
BRA TEK ENGINEERING & MANUFACTURING, INC. 401(K) & PROFIT SHARING PLAN
$0
O.J. INDUSTRIES, INC.
O.J. INDUSTRIES, INC. EMPLOYEES' 401(K) PLAN
$0
BROTHER'S WELDING SERVICES, INC.
BROTHER'S WELDING SERVICES, INC. 401K PLAN
$0
MID AMERICA PIPE FABRICATING & SUPPLY, LLC
MID AMERICA PIPE 401(K) PLAN
$0
FRANZ HAAS MACHINERY OF AMERICA, INC.
FRANZ HAAS MACHINERY OF AMERICA, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$0
ENDURA PRODUCTS, INC.
ENDURA PRODUCTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$0
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B
ALL WEATHER PORTFOLIO LIMITED
ALL WEATHER PORTFOLIO LIMITED
$10.3B
