Civic Intelligence

Barton Associates Inc.

Plan context: Barton Associates Inc. Retirement Savings Plan

EIN 23-1705429 • York, PA • 37 filings • 4 plans

Susquehanna Commerce Center221 West Philadelphia StYork, PA 17401
Current Snapshot

Latest Year

2024

2024 Participants

110

2024 Assets

$21,838,697

2024 Contributions

$1,502,420

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$21,838,697$10,919,349$0199920122024YearValue
$21,838,697Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

110550199920122024YearValue
110Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242110$21,838,697$1,502,420$13,658iApproximate average salary by contribution assumption: employee only about $341,459 at 4% or $227,639 at 6%; with 50% employer match about $227,639 at 4% or $151,760 at 6%; with 100% employer match about $170,730 at 4% or $113,820 at 6%.
Barton Associates Inc. Retirement Savings Plan-110$13,971,862$1,288,438$11,713iApproximate average salary by contribution assumption: employee only about $292,827 at 4% or $195,218 at 6%; with 50% employer match about $195,218 at 4% or $130,145 at 6%; with 100% employer match about $146,413 at 4% or $97,609 at 6%.
Barton Associates Inc. Employee Stock Ownership Plan-78$7,866,835$213,982$2,743iApproximate average salary by contribution assumption: employee only about $68,584 at 4% or $45,723 at 6%; with 50% employer match about $45,723 at 4% or $30,482 at 6%; with 100% employer match about $34,292 at 4% or $22,861 at 6%.
20232109$19,371,234$1,375,152$12,616iApproximate average salary by contribution assumption: employee only about $315,402 at 4% or $210,268 at 6%; with 50% employer match about $210,268 at 4% or $140,179 at 6%; with 100% employer match about $157,701 at 4% or $105,134 at 6%.
Barton Associates Inc. Retirement Savings Plan-109$12,065,354$1,081,170$9,919iApproximate average salary by contribution assumption: employee only about $247,975 at 4% or $165,317 at 6%; with 50% employer match about $165,317 at 4% or $110,211 at 6%; with 100% employer match about $123,987 at 4% or $82,658 at 6%.
Barton Associates Inc. Employee Stock Ownership Plan-83$7,305,880$293,982$3,542iApproximate average salary by contribution assumption: employee only about $88,549 at 4% or $59,033 at 6%; with 50% employer match about $59,033 at 4% or $39,355 at 6%; with 100% employer match about $44,274 at 4% or $29,516 at 6%.
2022287$15,633,218$1,102,185$12,669iApproximate average salary by contribution assumption: employee only about $316,720 at 4% or $211,147 at 6%; with 50% employer match about $211,147 at 4% or $140,764 at 6%; with 100% employer match about $158,360 at 4% or $105,573 at 6%.
Barton Associates Inc. Retirement Savings Plan-87$10,177,055$887,852$10,205iApproximate average salary by contribution assumption: employee only about $255,130 at 4% or $170,087 at 6%; with 50% employer match about $170,087 at 4% or $113,391 at 6%; with 100% employer match about $127,565 at 4% or $85,043 at 6%.
Barton Associates Inc. Employee Stock Ownership Plan-65$5,456,163$214,333$3,297iApproximate average salary by contribution assumption: employee only about $82,436 at 4% or $54,957 at 6%; with 50% employer match about $54,957 at 4% or $36,638 at 6%; with 100% employer match about $41,218 at 4% or $27,479 at 6%.
2021283$16,761,979$1,210,185$14,581iApproximate average salary by contribution assumption: employee only about $364,514 at 4% or $243,009 at 6%; with 50% employer match about $243,009 at 4% or $162,006 at 6%; with 100% employer match about $182,257 at 4% or $121,505 at 6%.
Barton Associates Inc. Retirement Savings Plan-83$11,399,621$996,203$12,002iApproximate average salary by contribution assumption: employee only about $300,061 at 4% or $200,041 at 6%; with 50% employer match about $200,041 at 4% or $133,361 at 6%; with 100% employer match about $150,031 at 4% or $100,020 at 6%.
Barton Associates Inc. Employee Stock Ownership Plan-65$5,362,358$213,982$3,292iApproximate average salary by contribution assumption: employee only about $82,301 at 4% or $54,867 at 6%; with 50% employer match about $54,867 at 4% or $36,578 at 6%; with 100% employer match about $41,150 at 4% or $27,434 at 6%.
2020381$13,041,591$1,397,181$17,249iApproximate average salary by contribution assumption: employee only about $431,229 at 4% or $287,486 at 6%; with 50% employer match about $287,486 at 4% or $191,657 at 6%; with 100% employer match about $215,614 at 4% or $143,743 at 6%.
Barton Associates Inc. Retirement Savings Plan-81$9,184,659$969,217$11,966iApproximate average salary by contribution assumption: employee only about $299,141 at 4% or $199,427 at 6%; with 50% employer match about $199,427 at 4% or $132,952 at 6%; with 100% employer match about $149,571 at 4% or $99,714 at 6%.
Barton Associates Inc. Retirement Savings Plan-64$1,928,466$213,982$3,343iApproximate average salary by contribution assumption: employee only about $83,587 at 4% or $55,724 at 6%; with 50% employer match about $55,724 at 4% or $37,150 at 6%; with 100% employer match about $41,793 at 4% or $27,862 at 6%.
Barton Associates Inc. Employee Stock Ownership Plan-64$1,928,466$213,982$3,343iApproximate average salary by contribution assumption: employee only about $83,587 at 4% or $55,724 at 6%; with 50% employer match about $55,724 at 4% or $37,150 at 6%; with 100% employer match about $41,793 at 4% or $27,862 at 6%.
2019280$9,568,505$983,042$12,288iApproximate average salary by contribution assumption: employee only about $307,201 at 4% or $204,800 at 6%; with 50% employer match about $204,800 at 4% or $136,534 at 6%; with 100% employer match about $153,600 at 4% or $102,400 at 6%.
Barton Associates Inc. Retirement Savings Plan-80$7,432,011$769,061$9,613iApproximate average salary by contribution assumption: employee only about $240,332 at 4% or $160,221 at 6%; with 50% employer match about $160,221 at 4% or $106,814 at 6%; with 100% employer match about $120,166 at 4% or $80,111 at 6%.
Barton Associates Inc. Retirement Savings Plan-63$2,136,494$213,981$3,397iApproximate average salary by contribution assumption: employee only about $84,913 at 4% or $56,609 at 6%; with 50% employer match about $56,609 at 4% or $37,739 at 6%; with 100% employer match about $42,457 at 4% or $28,304 at 6%.
2018375$9,430,010$1,094,116$14,588iApproximate average salary by contribution assumption: employee only about $364,705 at 4% or $243,137 at 6%; with 50% employer match about $243,137 at 4% or $162,091 at 6%; with 100% employer match about $182,353 at 4% or $121,568 at 6%.
Barton Associates Inc. Retirement Savings Plan-75$7,251,444$666,152$8,882iApproximate average salary by contribution assumption: employee only about $222,051 at 4% or $148,034 at 6%; with 50% employer match about $148,034 at 4% or $98,689 at 6%; with 100% employer match about $111,025 at 4% or $74,017 at 6%.
Barton Associates Inc. Retirement Savings Plan-61$1,089,283$213,982$3,508iApproximate average salary by contribution assumption: employee only about $87,698 at 4% or $58,465 at 6%; with 50% employer match about $58,465 at 4% or $38,977 at 6%; with 100% employer match about $43,849 at 4% or $29,233 at 6%.
Barton Associates Inc. Employee Stock Ownership Plan-61$1,089,283$213,982$3,508iApproximate average salary by contribution assumption: employee only about $87,698 at 4% or $58,465 at 6%; with 50% employer match about $58,465 at 4% or $38,977 at 6%; with 100% employer match about $43,849 at 4% or $29,233 at 6%.
2017374$7,951,073$1,171,174$15,827iApproximate average salary by contribution assumption: employee only about $395,667 at 4% or $263,778 at 6%; with 50% employer match about $263,778 at 4% or $175,852 at 6%; with 100% employer match about $197,833 at 4% or $131,889 at 6%.
Barton Associates Inc. Retirement Savings Plan-74$7,351,073$571,174$7,719iApproximate average salary by contribution assumption: employee only about $192,964 at 4% or $128,643 at 6%; with 50% employer match about $128,643 at 4% or $85,762 at 6%; with 100% employer match about $96,482 at 4% or $64,321 at 6%.
Barton Associates Inc. Retirement Savings Plan-60$300,000$300,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Barton Associates Inc. Employee Stock Ownership Plan-60$300,000$300,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
2016168$5,926,754$480,568$7,067iApproximate average salary by contribution assumption: employee only about $176,679 at 4% or $117,786 at 6%; with 50% employer match about $117,786 at 4% or $78,524 at 6%; with 100% employer match about $88,340 at 4% or $58,893 at 6%.
Barton Associates Inc. Retirement Savings Plan-68$5,926,754$480,568$7,067iApproximate average salary by contribution assumption: employee only about $176,679 at 4% or $117,786 at 6%; with 50% employer match about $117,786 at 4% or $78,524 at 6%; with 100% employer match about $88,340 at 4% or $58,893 at 6%.
2015171$5,871,686$460,782$6,490iApproximate average salary by contribution assumption: employee only about $162,247 at 4% or $108,165 at 6%; with 50% employer match about $108,165 at 4% or $72,110 at 6%; with 100% employer match about $81,124 at 4% or $54,082 at 6%.
Barton Associates Inc. Retirement Savings Plan-71$5,871,686$460,782$6,490iApproximate average salary by contribution assumption: employee only about $162,247 at 4% or $108,165 at 6%; with 50% employer match about $108,165 at 4% or $72,110 at 6%; with 100% employer match about $81,124 at 4% or $54,082 at 6%.
2014158$5,527,156$350,518$6,043iApproximate average salary by contribution assumption: employee only about $151,085 at 4% or $100,724 at 6%; with 50% employer match about $100,724 at 4% or $67,149 at 6%; with 100% employer match about $75,543 at 4% or $50,362 at 6%.
Barton Associates Inc. Retirement Savings Plan-58$5,527,156$350,518$6,043iApproximate average salary by contribution assumption: employee only about $151,085 at 4% or $100,724 at 6%; with 50% employer match about $100,724 at 4% or $67,149 at 6%; with 100% employer match about $75,543 at 4% or $50,362 at 6%.
2013158$5,438,031$326,434$5,628iApproximate average salary by contribution assumption: employee only about $140,704 at 4% or $93,803 at 6%; with 50% employer match about $93,803 at 4% or $62,535 at 6%; with 100% employer match about $70,352 at 4% or $46,901 at 6%.
Barton Associates Inc. Retirement Savings Plan-58$5,438,031$326,434$5,628iApproximate average salary by contribution assumption: employee only about $140,704 at 4% or $93,803 at 6%; with 50% employer match about $93,803 at 4% or $62,535 at 6%; with 100% employer match about $70,352 at 4% or $46,901 at 6%.
2012156$4,371,896$297,713$5,316iApproximate average salary by contribution assumption: employee only about $132,908 at 4% or $88,605 at 6%; with 50% employer match about $88,605 at 4% or $59,070 at 6%; with 100% employer match about $66,454 at 4% or $44,303 at 6%.
Barton Associates Inc. Retirement Savings Plan-56$4,371,896$297,713$5,316iApproximate average salary by contribution assumption: employee only about $132,908 at 4% or $88,605 at 6%; with 50% employer match about $88,605 at 4% or $59,070 at 6%; with 100% employer match about $66,454 at 4% or $44,303 at 6%.
2011164$4,175,159$557,952$8,718iApproximate average salary by contribution assumption: employee only about $217,950 at 4% or $145,300 at 6%; with 50% employer match about $145,300 at 4% or $96,867 at 6%; with 100% employer match about $108,975 at 4% or $72,650 at 6%.
Barton Associates Inc. Retirement Savings Plan-64$4,175,159$557,952$8,718iApproximate average salary by contribution assumption: employee only about $217,950 at 4% or $145,300 at 6%; with 50% employer match about $145,300 at 4% or $96,867 at 6%; with 100% employer match about $108,975 at 4% or $72,650 at 6%.
2010155$3,845,639$278,872$5,070iApproximate average salary by contribution assumption: employee only about $126,760 at 4% or $84,507 at 6%; with 50% employer match about $84,507 at 4% or $56,338 at 6%; with 100% employer match about $63,380 at 4% or $42,253 at 6%.
Barton Associates Inc. Retirement Savings Plan-55$3,845,639$278,872$5,070iApproximate average salary by contribution assumption: employee only about $126,760 at 4% or $84,507 at 6%; with 50% employer match about $84,507 at 4% or $56,338 at 6%; with 100% employer match about $63,380 at 4% or $42,253 at 6%.
2009164$3,140,904$262,005$4,094iApproximate average salary by contribution assumption: employee only about $102,346 at 4% or $68,230 at 6%; with 50% employer match about $68,230 at 4% or $45,487 at 6%; with 100% employer match about $51,173 at 4% or $34,115 at 6%.
Barton Associates Inc. Retirement Savings Plan-64$3,140,904$262,005$4,094iApproximate average salary by contribution assumption: employee only about $102,346 at 4% or $68,230 at 6%; with 50% employer match about $68,230 at 4% or $45,487 at 6%; with 100% employer match about $51,173 at 4% or $34,115 at 6%.
2008168$2,418,306$439,740$6,467iApproximate average salary by contribution assumption: employee only about $161,669 at 4% or $107,779 at 6%; with 50% employer match about $107,779 at 4% or $71,853 at 6%; with 100% employer match about $80,835 at 4% or $53,890 at 6%.
BARTON ASSOCIATES, INC. RETIREMENT SAVINGS PLAN-68$2,418,306$439,740$6,467iApproximate average salary by contribution assumption: employee only about $161,669 at 4% or $107,779 at 6%; with 50% employer match about $107,779 at 4% or $71,853 at 6%; with 100% employer match about $80,835 at 4% or $53,890 at 6%.
2007164$3,427,305$450,226$7,035iApproximate average salary by contribution assumption: employee only about $175,870 at 4% or $117,246 at 6%; with 50% employer match about $117,246 at 4% or $78,164 at 6%; with 100% employer match about $87,935 at 4% or $58,623 at 6%.
BARTON ASSOCIATES, INC. RETIREMENT SAVINGS PLAN-64$3,427,305$450,226$7,035iApproximate average salary by contribution assumption: employee only about $175,870 at 4% or $117,246 at 6%; with 50% employer match about $117,246 at 4% or $78,164 at 6%; with 100% employer match about $87,935 at 4% or $58,623 at 6%.
2006155$2,741,814$411,644$7,484iApproximate average salary by contribution assumption: employee only about $187,111 at 4% or $124,741 at 6%; with 50% employer match about $124,741 at 4% or $83,160 at 6%; with 100% employer match about $93,555 at 4% or $62,370 at 6%.
BARTON ASSOCIATES, INC. RETIREMENT SAVINGS PLAN-55$2,741,814$411,644$7,484iApproximate average salary by contribution assumption: employee only about $187,111 at 4% or $124,741 at 6%; with 50% employer match about $124,741 at 4% or $83,160 at 6%; with 100% employer match about $93,555 at 4% or $62,370 at 6%.
2005149$2,231,621$335,964$6,856iApproximate average salary by contribution assumption: employee only about $171,410 at 4% or $114,273 at 6%; with 50% employer match about $114,273 at 4% or $76,182 at 6%; with 100% employer match about $85,705 at 4% or $57,137 at 6%.
BARTON ASSOCIATES, INC. RETIREMENT SAVINGS PLAN-49$2,231,621$335,964$6,856iApproximate average salary by contribution assumption: employee only about $171,410 at 4% or $114,273 at 6%; with 50% employer match about $114,273 at 4% or $76,182 at 6%; with 100% employer match about $85,705 at 4% or $57,137 at 6%.
2004139$1,769,152$183,280$4,699iApproximate average salary by contribution assumption: employee only about $117,487 at 4% or $78,325 at 6%; with 50% employer match about $78,325 at 4% or $52,217 at 6%; with 100% employer match about $58,744 at 4% or $39,162 at 6%.
BARTON ASSOCIATES, INC. RETIREMENT SAVINGS PLAN-39$1,769,152$183,280$4,699iApproximate average salary by contribution assumption: employee only about $117,487 at 4% or $78,325 at 6%; with 50% employer match about $78,325 at 4% or $52,217 at 6%; with 100% employer match about $58,744 at 4% or $39,162 at 6%.
2003138$1,454,851$150,102$3,950iApproximate average salary by contribution assumption: employee only about $98,751 at 4% or $65,834 at 6%; with 50% employer match about $65,834 at 4% or $43,889 at 6%; with 100% employer match about $49,376 at 4% or $32,917 at 6%.
BARTON ASSOCIATES, INC. RETIREMENT SAVINGS PLAN-38$1,454,851$150,102$3,950iApproximate average salary by contribution assumption: employee only about $98,751 at 4% or $65,834 at 6%; with 50% employer match about $65,834 at 4% or $43,889 at 6%; with 100% employer match about $49,376 at 4% or $32,917 at 6%.
2002137$1,080,986$133,288$3,602iApproximate average salary by contribution assumption: employee only about $90,059 at 4% or $60,040 at 6%; with 50% employer match about $60,040 at 4% or $40,026 at 6%; with 100% employer match about $45,030 at 4% or $30,020 at 6%.
Barton Associates Inc. Retirement Savings Plan-37$1,080,986$133,288$3,602iApproximate average salary by contribution assumption: employee only about $90,059 at 4% or $60,040 at 6%; with 50% employer match about $60,040 at 4% or $40,026 at 6%; with 100% employer match about $45,030 at 4% or $30,020 at 6%.
2001132$0$0-
Barton Associates Inc. Retirement Savings Plan-32---
2000130$982,856$118,899$3,963iApproximate average salary by contribution assumption: employee only about $99,083 at 4% or $66,055 at 6%; with 50% employer match about $66,055 at 4% or $44,037 at 6%; with 100% employer match about $49,541 at 4% or $33,028 at 6%.
Barton Associates Inc. Retirement Savings Plan-30$982,856$118,899$3,963iApproximate average salary by contribution assumption: employee only about $99,083 at 4% or $66,055 at 6%; with 50% employer match about $66,055 at 4% or $44,037 at 6%; with 100% employer match about $49,541 at 4% or $33,028 at 6%.
1999132$956,093$136,204$4,256iApproximate average salary by contribution assumption: employee only about $106,409 at 4% or $70,940 at 6%; with 50% employer match about $70,940 at 4% or $47,293 at 6%; with 100% employer match about $53,205 at 4% or $35,470 at 6%.
Barton Associates Inc. Retirement Savings Plan-32$956,093$136,204$4,256iApproximate average salary by contribution assumption: employee only about $106,409 at 4% or $70,940 at 6%; with 50% employer match about $70,940 at 4% or $47,293 at 6%; with 100% employer match about $53,205 at 4% or $35,470 at 6%.