Profit Sharing · DOL Form 5500 · 2022
David W Gilbert & Associates Inc Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $167,340
- Avg per participant Above avg balance/head
Official DOL plan name: David W Gilbert & Associates Inc Profit Sharing Plan and Trust · Sponsored by David W Gilbert & Associates Inc · Texas · Wholesale Trade
$1M in assets, 7 participants
David W Gilbert & Associates Inc's David W Gilbert & Associates Inc Profit Sharing Plan and Trust reported $1M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.
- #1,055 in Wholesale Trade (6,843 peers)
David W Gilbert & Associates Inc multi-year trail
David W Gilbert & Associates Inc's plans moved +60.4% in assets from 2022 to 2024; this filing shows David W Gilbert & Associates Inc Profit Sharing Plan and Trust at $1M / 7 participants.
- #1,055
- in Wholesale Trade (6,843 peers)
- -47.8%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
David W Gilbert & Associates Inc Profit Sharing Plan and Trust among the smaller filed plans by assets
David W Gilbert & Associates Inc Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,171,379 27th percentile higher than 27% 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
David W Gilbert & Associates Inc Profit Sharing Plan and Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David W Gilbert & Associates Inc Profit Sharing Plan and Trust is a micro filing (7 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 751978331 · David W Gilbert & Associates Inc PY 2022 · Profit Sharing
David W Gilbert & Associates Inc Profit Sharing Plan and Trust · $1M · 7 · 27th
- VS-ST $1M
- VS-ST 7
- VS-ST 27th
- VS-ST Profit Sharing
- VS-ST near Praxis Services, Inc. Profit Sharing Plan
- VS-ST ind #1055
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 Wholesale Trade retirement plans → · Plans in Texas →
David W Gilbert & Associates Inc Profit Sharing Plan and Trust in the asset neighbourhood
David W Gilbert & Associates Inc multi-year asset trail
Sponsor-wide plan assets over time
All David W Gilbert & Associates Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 60.385665100706085% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $1M |
| 2023 | 1 | 5 | $1M |
| 2024 | 1 | 5 | $2M |
David W Gilbert & Associates Inc filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$1M |
| Employer EIN | 751978331 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.3B · 60,454
- Baylor College of Medicine Retirement Plan $1.4B · 9,875
- H-E-B Partner Stock Plan $1.0B · 71,666
- The Defined Contribution Plan of the Methodist Hospital $752M · 27,959
- Maritime Association - I.L.a. Retirement Fund $743M · 3,941
David W Gilbert & Associates Inc Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Praxis Services, Inc. Profit Sharing Plan in FL ($1M); by covered participants it is Central Home Health Care Inc. Profit Sharing Plan in MI (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Central Home Health Care Inc. Profit Sharing Plan (MI) 7 · 0 off
- Loberg & Loberg Profit Sharing Plan (WI) 7 · 0 off
- Howson & Simon LLP Profit Sharing Plan (CA) 7 · 0 off
- Sqaf Inc. Retirement Plan (GA) 7 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.