Civic Intelligence

Barrow, Hanley, Mewhinney & Strauss

Plan context: Barrow, Hanley Profit Sharing & 401(K) Plan

EIN 75-2403190 • 7 filings • 2 plans

Current Snapshot

Latest Year

2025

2025 Participants

97

2025 Assets

$90,569,974

2025 Contributions

$6,054,145

Historical Graphs

Total Assets Over Time

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

$103,608,699$51,804,350$0202020222024YearValue
$90,569,974Latest year 2024

Participants Over Time

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

104520202020232025YearValue
97Latest year 2025

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
2025197$0$0-
Barrow, Hanley, Mewhinney and Strauss Health & Welfare Plan-97---
20242100$90,569,974$6,054,145$60,541iApproximate average salary by contribution assumption: employee only about $1,513,536 at 4% or $1,009,024 at 6%; with 50% employer match about $1,009,024 at 4% or $672,683 at 6%; with 100% employer match about $756,768 at 4% or $504,512 at 6%.
Barrow, Hanley Profit Sharing & 401(K) Plan-100$90,569,974$6,054,145$60,541iApproximate average salary by contribution assumption: employee only about $1,513,536 at 4% or $1,009,024 at 6%; with 50% employer match about $1,009,024 at 4% or $672,683 at 6%; with 100% employer match about $756,768 at 4% or $504,512 at 6%.
Barrow, Hanley, Mewhinney and Strauss Health & Welfare Plan-98---
20231104$94,858,621$4,597,457$44,206iApproximate average salary by contribution assumption: employee only about $1,105,158 at 4% or $736,772 at 6%; with 50% employer match about $736,772 at 4% or $491,181 at 6%; with 100% employer match about $552,579 at 4% or $368,386 at 6%.
Barrow, Hanley Profit Sharing & 401(K) Plan-104$94,858,621$4,597,457$44,206iApproximate average salary by contribution assumption: employee only about $1,105,158 at 4% or $736,772 at 6%; with 50% employer match about $736,772 at 4% or $491,181 at 6%; with 100% employer match about $552,579 at 4% or $368,386 at 6%.
20221100$83,476,764$4,628,150$46,282iApproximate average salary by contribution assumption: employee only about $1,157,038 at 4% or $771,358 at 6%; with 50% employer match about $771,358 at 4% or $514,239 at 6%; with 100% employer match about $578,519 at 4% or $385,679 at 6%.
Barrow, Hanley Profit Sharing & 401(K) Plan-100$83,476,764$4,628,150$46,282iApproximate average salary by contribution assumption: employee only about $1,157,038 at 4% or $771,358 at 6%; with 50% employer match about $771,358 at 4% or $514,239 at 6%; with 100% employer match about $578,519 at 4% or $385,679 at 6%.
2021199$103,608,699$4,774,762$48,230iApproximate average salary by contribution assumption: employee only about $1,205,748 at 4% or $803,832 at 6%; with 50% employer match about $803,832 at 4% or $535,888 at 6%; with 100% employer match about $602,874 at 4% or $401,916 at 6%.
Barrow, Hanley Profit Sharing & 401(K) Plan-99$103,608,699$4,774,762$48,230iApproximate average salary by contribution assumption: employee only about $1,205,748 at 4% or $803,832 at 6%; with 50% employer match about $803,832 at 4% or $535,888 at 6%; with 100% employer match about $602,874 at 4% or $401,916 at 6%.
20201100$93,023,715$3,149,640$31,496iApproximate average salary by contribution assumption: employee only about $787,410 at 4% or $524,940 at 6%; with 50% employer match about $524,940 at 4% or $349,960 at 6%; with 100% employer match about $393,705 at 4% or $262,470 at 6%.
Barrow, Hanley Profit Sharing & 401(K) Plan-100$93,023,715$3,149,640$31,496iApproximate average salary by contribution assumption: employee only about $787,410 at 4% or $524,940 at 6%; with 50% employer match about $524,940 at 4% or $349,960 at 6%; with 100% employer match about $393,705 at 4% or $262,470 at 6%.