Barry University
Plan context: Iaa-Cref Retirement and Tda and Alic Retirement and Tda Plans
EIN 59-0624364 • Miami Shores, FL • 211 filings • 79 plans
Current Snapshot
Latest Year
2024
2024 Participants
2,307
2024 Assets
$219,522,215
2024 Contributions
$6,950,999
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 3 | 2,307 | $219,522,215 | $6,950,999 | $3,013iApproximate average salary by contribution assumption: employee only about $75,325 at 4% or $50,217 at 6%; with 50% employer match about $50,217 at 4% or $33,478 at 6%; with 100% employer match about $37,663 at 4% or $25,108 at 6%. |
| Iaa-Cref Retirement and Tda and Alic Retirement and Tda Plans | - | 418 | $122,502,610 | $4,635 | $11iApproximate average salary by contribution assumption: employee only about $277 at 4% or $185 at 6%; with 50% employer match about $185 at 4% or $123 at 6%; with 100% employer match about $139 at 4% or $92 at 6%. |
| Barry University 401(K) Plan | - | 2,307 | $97,019,605 | $6,946,364 | $3,011iApproximate average salary by contribution assumption: employee only about $75,275 at 4% or $50,183 at 6%; with 50% employer match about $50,183 at 4% or $33,455 at 6%; with 100% employer match about $37,637 at 4% or $25,092 at 6%. |
| Barry University Employee Welfare Plan | - | 706 | - | - | - |
| 2023 | 3 | 2,207 | $213,762,287 | $6,495,818 | $2,943iApproximate average salary by contribution assumption: employee only about $73,582 at 4% or $49,055 at 6%; with 50% employer match about $49,055 at 4% or $32,703 at 6%; with 100% employer match about $36,791 at 4% or $24,527 at 6%. |
| Iaa-Cref Retirement and Tda and Alic Retirement and Tda Plans | - | 432 | $121,872,458 | $3,704 | $9iApproximate average salary by contribution assumption: employee only about $214 at 4% or $143 at 6%; with 50% employer match about $143 at 4% or $95 at 6%; with 100% employer match about $107 at 4% or $71 at 6%. |
| Barry University 401(K) Plan | - | 2,207 | $91,889,829 | $6,492,114 | $2,942iApproximate average salary by contribution assumption: employee only about $73,540 at 4% or $49,027 at 6%; with 50% employer match about $49,027 at 4% or $32,684 at 6%; with 100% employer match about $36,770 at 4% or $24,513 at 6%. |
| Barry University Employee Welfare Plan | - | 822 | - | - | - |
| 2022 | 7 | 1,949 | $198,013,352 | $6,545,364 | $3,358iApproximate average salary by contribution assumption: employee only about $83,958 at 4% or $55,972 at 6%; with 50% employer match about $55,972 at 4% or $37,315 at 6%; with 100% employer match about $41,979 at 4% or $27,986 at 6%. |
| Iaa-Cref Retirement and Tda and Alic Retirement and Tda Plans | - | 461 | $117,287,359 | $910 | $2iApproximate average salary by contribution assumption: employee only about $49 at 4% or $33 at 6%; with 50% employer match about $33 at 4% or $22 at 6%; with 100% employer match about $25 at 4% or $16 at 6%. |
| Barry University 401(K) Plan | - | 1,949 | $80,725,993 | $6,544,454 | $3,358iApproximate average salary by contribution assumption: employee only about $83,946 at 4% or $55,964 at 6%; with 50% employer match about $55,964 at 4% or $37,309 at 6%; with 100% employer match about $41,973 at 4% or $27,982 at 6%. |
| Barry University'S Vision Insurance Plan | - | 1,087 | - | - | - |
| Barry Universitys Dental Plan | - | 654 | - | - | - |
| Barry University'S Health Reimbursement Account | - | 799 | - | - | - |
| Barry University'S Healthcare Spending Account | - | 109 | - | - | - |
| Term Life Insurance Plan | - | 791 | - | - | - |
| 2021 | 7 | 900 | $233,049,773 | $6,658,908 | $7,399iApproximate average salary by contribution assumption: employee only about $184,970 at 4% or $123,313 at 6%; with 50% employer match about $123,313 at 4% or $82,209 at 6%; with 100% employer match about $92,485 at 4% or $61,657 at 6%. |
| Iaa-Cref Retirement and Tda and Alic Retirement and Tda Plans | - | 600 | $139,424,078 | $574 | $1iApproximate average salary by contribution assumption: employee only about $24 at 4% or $16 at 6%; with 50% employer match about $16 at 4% or $11 at 6%; with 100% employer match about $12 at 4% or $8 at 6%. |
| Barry University 401(K) Plan | - | 900 | $93,625,695 | $6,658,334 | $7,398iApproximate average salary by contribution assumption: employee only about $184,954 at 4% or $123,302 at 6%; with 50% employer match about $123,302 at 4% or $82,202 at 6%; with 100% employer match about $92,477 at 4% or $61,651 at 6%. |
| Barry University'S Health Reimbursement Account | - | 788 | - | - | - |
| Barry University'S Healthcare Spending Account | - | 127 | - | - | - |
| Barry University'S Vision Insurance Plan | - | 676 | - | - | - |
| Barry Universitys Dental Plan | - | 654 | - | - | - |
| Term Life Insurance Plan | - | 801 | - | - | - |
| 2020 | 7 | 915 | $220,094,503 | $6,382,452 | $6,975iApproximate average salary by contribution assumption: employee only about $174,384 at 4% or $116,256 at 6%; with 50% employer match about $116,256 at 4% or $77,504 at 6%; with 100% employer match about $87,192 at 4% or $58,128 at 6%. |
| Iaa-Cref Retirement and Tda and Alic Retirement and Tda Plans | - | 515 | $134,396,403 | - | - |
| Barry University 401(K) Plan | - | 915 | $85,698,100 | $6,382,452 | $6,975iApproximate average salary by contribution assumption: employee only about $174,384 at 4% or $116,256 at 6%; with 50% employer match about $116,256 at 4% or $77,504 at 6%; with 100% employer match about $87,192 at 4% or $58,128 at 6%. |
| Barry Universitys Dental Plan | - | 762 | - | - | - |
| Barry University'S Vision Insurance Plan | - | 736 | - | - | - |
| Barry University'S Healthcare Spending Account | - | 121 | - | - | - |
| Barry University'S Health Reimbursement Account | - | 725 | - | - | - |
| Term Life Insurance Plan | - | 817 | - | - | - |
| 2019 | 8 | 873 | $204,023,817 | $6,940,637 | $7,950iApproximate average salary by contribution assumption: employee only about $198,758 at 4% or $132,505 at 6%; with 50% employer match about $132,505 at 4% or $88,337 at 6%; with 100% employer match about $99,379 at 4% or $66,253 at 6%. |
| Iaa-Cref Retirement and Tda and Alic Retirement and Tda Plans | - | 575 | $128,309,719 | - | - |
| Barry University 401(K) Plan | - | 650 | $75,714,098 | $6,940,637 | $10,678iApproximate average salary by contribution assumption: employee only about $266,948 at 4% or $177,965 at 6%; with 50% employer match about $177,965 at 4% or $118,643 at 6%; with 100% employer match about $133,474 at 4% or $88,983 at 6%. |
| Barry University'S Vision Insurance Plan | - | 722 | - | - | - |
| Barry Universitys Dental Plan | - | 762 | - | - | - |
| Barry University'S Healthcare Spending Account | - | 162 | - | - | - |
| Term Life Insurance Plan | - | 873 | - | - | - |
| Barry University'S Health Reimbursement Account | - | 777 | - | - | - |
| Barry University'S Sip Insurance | - | 0 | - | - | - |
| 2018 | 8 | 975 | $181,273,762 | $7,028,899 | $7,209iApproximate average salary by contribution assumption: employee only about $180,228 at 4% or $120,152 at 6%; with 50% employer match about $120,152 at 4% or $80,101 at 6%; with 100% employer match about $90,114 at 4% or $60,076 at 6%. |
| Iaa-Cref Retirement and Tda and Alic Retirement and Tda Plans | - | 625 | $119,799,866 | - | - |
| Barry University 401(K) Plan | - | 975 | $61,473,896 | $7,028,899 | $7,209iApproximate average salary by contribution assumption: employee only about $180,228 at 4% or $120,152 at 6%; with 50% employer match about $120,152 at 4% or $80,101 at 6%; with 100% employer match about $90,114 at 4% or $60,076 at 6%. |
| Barry University'S Vision Insurance Plan | - | - | - | - | - |
| Barry University'S Healthcare Spending Account | - | 147 | - | - | - |
| Barry University'S Health Reimbursement Account | - | 758 | - | - | - |
| Barry Universitys Dental Plan | - | 746 | - | - | - |
| Term Life Insurance Plan | - | 866 | - | - | - |
| Barry University'S Sip Insurance | - | 12 | - | - | - |
| 2017 | 9 | 901 | $197,525,890 | $7,170,984 | $7,959iApproximate average salary by contribution assumption: employee only about $198,973 at 4% or $132,649 at 6%; with 50% employer match about $132,649 at 4% or $88,432 at 6%; with 100% employer match about $99,486 at 4% or $66,324 at 6%. |
| Iaa-Cref Retirement and Tda and Alic Retirement and Tda Plans | - | 719 | $134,617,971 | - | - |
| Barry University 401(K) Plan | - | 901 | $62,907,919 | $7,170,984 | $7,959iApproximate average salary by contribution assumption: employee only about $198,973 at 4% or $132,649 at 6%; with 50% employer match about $132,649 at 4% or $88,432 at 6%; with 100% employer match about $99,486 at 4% or $66,324 at 6%. |
| Barry Universitys Dental Plan | - | 769 | - | - | - |
| Barry University'S Healthcare Spending Account | - | 166 | - | - | - |
| Barry University'S Health Reimbursement Account | - | 785 | - | - | - |
| Barry University'S Vision Insurance Plan | - | 757 | - | - | - |
| Barry University'S Voluntary Ad & D Insurance | - | 303 | - | - | - |
| Barry University'S Sip Insurance | - | 13 | - | - | - |
| Term Life Insurance Plan | - | 871 | - | - | - |
| 2016 | 9 | 1,253 | $180,945,588 | $10,581,654 | $8,445iApproximate average salary by contribution assumption: employee only about $211,126 at 4% or $140,751 at 6%; with 50% employer match about $140,751 at 4% or $93,834 at 6%; with 100% employer match about $105,563 at 4% or $70,375 at 6%. |
| Iaa-Cref Retirement and Tda and Alic Retirement and Tda Plans | - | 600 | $129,015,799 | - | - |
| Barry University 401(K) Plan | - | 1,253 | $51,929,789 | $10,581,654 | $8,445iApproximate average salary by contribution assumption: employee only about $211,126 at 4% or $140,751 at 6%; with 50% employer match about $140,751 at 4% or $93,834 at 6%; with 100% employer match about $105,563 at 4% or $70,375 at 6%. |
| Barry University'S Health Reimbursement Account | - | 865 | - | - | - |
| Barry University'S Vision Insurance Plan | - | 824 | - | - | - |
| Barry University'S Healthcare Spending Account | - | 163 | - | - | - |
| Barry Universitys Dental Plan | - | 836 | - | - | - |
| Barry University'S Voluntary Ad & D Insurance | - | 351 | - | - | - |
| Term Life Insurance Plan | - | 939 | - | - | - |
| Barry University'S Sip Insurance | - | 14 | - | - | - |
| 2015 | 10 | 1,502 | $169,739,159 | $10,519,920 | $7,004iApproximate average salary by contribution assumption: employee only about $175,099 at 4% or $116,732 at 6%; with 50% employer match about $116,732 at 4% or $77,822 at 6%; with 100% employer match about $87,549 at 4% or $58,366 at 6%. |
| Iaa-Cref Retirement and Tda and Alic Retirement and Tda Plans | - | 775 | $129,288,393 | $33,420 | $43iApproximate average salary by contribution assumption: employee only about $1,078 at 4% or $719 at 6%; with 50% employer match about $719 at 4% or $479 at 6%; with 100% employer match about $539 at 4% or $359 at 6%. |
| Barry University 401(K) Plan | - | 900 | $40,450,766 | $10,486,500 | $11,652iApproximate average salary by contribution assumption: employee only about $291,292 at 4% or $194,194 at 6%; with 50% employer match about $194,194 at 4% or $129,463 at 6%; with 100% employer match about $145,646 at 4% or $97,097 at 6%. |
| Barry University'S Health Reimbursement Account | - | 854 | - | - | - |
| Barry University'S Healthcare Spending Account | - | 177 | - | - | - |
| Barry Universitys Dental Plan | - | 905 | - | - | - |
| Barry University'S Vision Insurance Plan | - | 1,502 | - | - | - |
| Barry Universitys Disability Insurance Plan with Unum | - | 1,011 | - | - | - |
| Term Life Insurance Plan | - | 1,011 | - | - | - |
| Barry University'S Voluntary Ad & D Insurance | - | 372 | - | - | - |
| Barry University'S Sip Insurance | - | 10 | - | - | - |
| 2014 | 11 | 1,162 | $166,481,071 | $10,125,795 | $8,714iApproximate average salary by contribution assumption: employee only about $217,853 at 4% or $145,235 at 6%; with 50% employer match about $145,235 at 4% or $96,823 at 6%; with 100% employer match about $108,926 at 4% or $72,618 at 6%. |
| Iaa-Cref Retirement and Tda and Alic Retirement and Tda Plans | - | 850 | $135,241,977 | $77,157 | $91iApproximate average salary by contribution assumption: employee only about $2,269 at 4% or $1,513 at 6%; with 50% employer match about $1,513 at 4% or $1,009 at 6%; with 100% employer match about $1,135 at 4% or $756 at 6%. |
| Barry University 401(K) Plan | - | 1,162 | $31,239,094 | $10,048,638 | $8,648iApproximate average salary by contribution assumption: employee only about $216,193 at 4% or $144,128 at 6%; with 50% employer match about $144,128 at 4% or $96,086 at 6%; with 100% employer match about $108,096 at 4% or $72,064 at 6%. |
| Lifestyle Protection Plan Unum | - | 525 | - | - | - |
| Term Life Insurance Plan | - | 1,018 | - | - | - |
| Barry University'S Healthcare Spending Account | - | 161 | - | - | - |
| Barry University'S Health Reimbursement Account | - | 927 | - | - | - |
| Barry University'S Vision Insurance Plan | - | 953 | - | - | - |
| Barry University'S Voluntary Ad & D Insurance | - | 388 | - | - | - |
| Barry Universitys Dental Plan | - | 941 | - | - | - |
| Barry Universitys Disability Insurance Plan with Unum | - | 1,001 | - | - | - |
| Barry University'S Sip Insurance | - | 14 | - | - | - |
| 2013 | 11 | 1,130 | $161,030,531 | $10,141,519 | $8,975iApproximate average salary by contribution assumption: employee only about $224,370 at 4% or $149,580 at 6%; with 50% employer match about $149,580 at 4% or $99,720 at 6%; with 100% employer match about $112,185 at 4% or $74,790 at 6%. |
| Iaa-Cref Retirement and Tda and Alic Retirement and Tda Plans | - | 1,005 | $139,735,891 | $118,729 | $118iApproximate average salary by contribution assumption: employee only about $2,953 at 4% or $1,969 at 6%; with 50% employer match about $1,969 at 4% or $1,313 at 6%; with 100% employer match about $1,477 at 4% or $984 at 6%. |
| Barry University 401(K) Plan | - | 1,130 | $21,294,640 | $10,022,790 | $8,870iApproximate average salary by contribution assumption: employee only about $221,743 at 4% or $147,829 at 6%; with 50% employer match about $147,829 at 4% or $98,553 at 6%; with 100% employer match about $110,872 at 4% or $73,914 at 6%. |
| Barry University'S Vision Insurance Plan | - | 955 | - | - | - |
| Barry University'S Healthcare Spending Account | - | 167 | - | - | - |
| Barry University'S Health Reimbursement Account | - | 870 | - | - | - |
| Barry Universitys Dental Plan | - | 953 | - | - | - |
| Barry Universitys Disability Insurance Plan with Unum | - | 1,030 | - | - | - |
| Barry University'S Voluntary Ad & D Insurance | - | 378 | - | - | - |
| Term Life Insurance Plan | - | 1,057 | - | - | - |
| Lifestyle Protection Plan Unum | - | 523 | - | - | - |
| Barry University'S Sip Insurance | - | 26 | - | - | - |
| 2012 | 11 | 1,491 | $142,816,249 | $10,225,493 | $6,858iApproximate average salary by contribution assumption: employee only about $171,454 at 4% or $114,302 at 6%; with 50% employer match about $114,302 at 4% or $76,202 at 6%; with 100% employer match about $85,727 at 4% or $57,151 at 6%. |
| Iaa-Cref Retirement and Tda and Alic Retirement and Tda Plans | - | 1,491 | $132,995,786 | $637,282 | $427iApproximate average salary by contribution assumption: employee only about $10,685 at 4% or $7,124 at 6%; with 50% employer match about $7,124 at 4% or $4,749 at 6%; with 100% employer match about $5,343 at 4% or $3,562 at 6%. |
| Barry University 401(K) Plan | - | 877 | $9,820,463 | $9,588,211 | $10,933iApproximate average salary by contribution assumption: employee only about $273,324 at 4% or $182,216 at 6%; with 50% employer match about $182,216 at 4% or $121,477 at 6%; with 100% employer match about $136,662 at 4% or $91,108 at 6%. |
| Barry University'S Healthcare Spending Account | - | 144 | - | - | - |
| Barry University'S Health Reimbursement Account | - | 1,043 | - | - | - |
| Barry University'S Vision Insurance Plan | - | 1,012 | - | - | - |
| Barry Universitys Disability Insurance Plan with Unum | - | 1,082 | - | - | - |
| Barry University'S Voluntary Ad & D Insurance | - | 140 | - | - | - |
| Term Life Insurance Plan | - | 1,096 | - | - | - |
| Lifestyle Protection Plan Unum | - | 433 | - | - | - |
| Barry Universitys Dental Plan | - | 990 | - | - | - |
| Barry University'S Sip Insurance | - | 26 | - | - | - |
| 2011 | 10 | 1,500 | $128,638,557 | $9,978,984 | $6,653iApproximate average salary by contribution assumption: employee only about $166,316 at 4% or $110,878 at 6%; with 50% employer match about $110,878 at 4% or $73,918 at 6%; with 100% employer match about $83,158 at 4% or $55,439 at 6%. |
| Iaa-Cref Retirement and Tda and Alic Retirement and Tda Plans | - | 1,500 | $128,638,557 | $9,978,984 | $6,653iApproximate average salary by contribution assumption: employee only about $166,316 at 4% or $110,878 at 6%; with 50% employer match about $110,878 at 4% or $73,918 at 6%; with 100% employer match about $83,158 at 4% or $55,439 at 6%. |
| Barry Universitys Disability Insurance Plan with Unum | - | 1,109 | - | - | - |
| Term Life Insurance Plan | - | 1,125 | - | - | - |
| Lifestyle Protection Plan Unum | - | 301 | - | - | - |
| Barry University'S Voluntary Ad & D Insurance | - | 1,125 | - | - | - |
| Barry University'S Vision Insurance Plan | - | 1,040 | - | - | - |
| Barry University'S Health Reimbursement Account | - | 1,040 | - | - | - |
| Barry University'S Healthcare Spending Account | - | 151 | - | - | - |
| Barry Universitys Dental Plan | - | 1,060 | - | - | - |
| Barry University'S Sip Insurance | - | 37 | - | - | - |
| 2010 | 10 | 1,612 | $122,252,175 | $8,865,320 | $5,500iApproximate average salary by contribution assumption: employee only about $137,489 at 4% or $91,660 at 6%; with 50% employer match about $91,660 at 4% or $61,106 at 6%; with 100% employer match about $68,745 at 4% or $45,830 at 6%. |
| Lifestyle Protection Plan Unum | - | 283 | - | - | - |
| Term Life Insurance Plan | - | 1,111 | - | - | - |
| Barry Universitys Disability Insurance Plan with Unum | - | 1,086 | - | - | - |
| Barry University'S Voluntary Ad & D Insurance | - | 1,111 | - | - | - |
| Barry University'S Healthcare Spending Account | - | - | - | - | - |
| Barry University'S Health Reimbursement Account | - | 904 | - | - | - |
| 2009 | 10 | 1,668 | $109,148,743 | $8,390,959 | $5,031iApproximate average salary by contribution assumption: employee only about $125,764 at 4% or $83,843 at 6%; with 50% employer match about $83,843 at 4% or $55,895 at 6%; with 100% employer match about $62,882 at 4% or $41,921 at 6%. |
| 2008 | 9 | 1,152 | $0 | $0 | - |
| 2007 | 9 | 1,039 | $0 | $0 | - |
| 2006 | 11 | 1,095 | $0 | $0 | - |
| 2005 | 6 | 1,063 | $0 | $0 | - |
| 2004 | 5 | 1,055 | $0 | $0 | - |
| 2003 | 8 | 1,043 | $0 | $0 | - |
| 2002 | 6 | 1,152 | $0 | $0 | - |
| 2001 | 12 | 1,141 | $0 | $0 | - |
| 2000 | 5 | 936 | $0 | $0 | - |
| 1999 | 6 | 930 | $0 | $0 | - |