401(k) · DOL Form 5500 · 2022
May, Potenza, Baran & Gillespie, P.C. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 33
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $164,700
- Avg per participant Above avg balance/head
Official DOL plan name: May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan · Sponsored by May, Potenza, Baran & Gillespie, P.C. · Arizona · Professional & Technical Services
$5M in assets, 33 participants
May, Potenza, Baran & Gillespie, P.C.'s May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan reported $5M in total assets and 33 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #10,812 in Professional & Technical Services (21,562 peers)
May, Potenza, Baran & Gillespie, P.C. multi-year trail
May, Potenza, Baran & Gillespie, P.C.'s plans moved +13.3% in assets from 2022 to 2024; this filing shows May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan at $5M / 33 participants.
- #10,812
- in Professional & Technical Services (21,562 peers)
- -11.7%
- assets change YoY
The plan reported a net loss of $722K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,435,092 Top 48% higher than 52% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan is a small filing (33 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 860818411 · May, Potenza, Baran & Gillespie, P.C. PY 2022 · 401(k)
May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan · $5M · 33 · 52nd
- RANK $5M
- RANK 33
- RANK 52nd
- RANK 401(k)
- RANK near Arbor Management, Inc. Employee's Retirement/ Saving Plan
- RANK ind #10812
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Arizona →
May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood
May, Potenza, Baran & Gillespie, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All May, Potenza, Baran & Gillespie, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 13.282277466508386% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 33 | $5M |
| 2023 | 1 | 50 | $7M |
| 2024 | 1 | 50 | $6M |
May, Potenza, Baran & Gillespie, P.C. filing trail (2022)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$722K |
| Employer EIN | 860818411 |
| Plan Effective Date | 1996-05-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Arbor Management, Inc. Employee's Retirement/ Saving Plan in IL ($5M); by covered participants it is Scout Media Holdings, Inc. Retirement Savings Plan in NY (33 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (33 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.