401(k) · DOL Form 5500 · 2022

Gilbert Cpas 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
63
Participants Small participant base
70th
Percentile by assets National rank
$211,824
Avg per participant Above avg balance/head
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Official DOL plan name: Gilbert Cpas 401(k) Profit Sharing Plan · Sponsored by Gilbert Cpas · California · Professional & Technical Services

$13M in assets, 63 participants

Gilbert Cpas's Gilbert Cpas 401(k) Profit Sharing Plan reported $13M in total assets and 63 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #15,057 in Professional & Technical Services (21,562 peers)

Gilbert Cpas multi-year trail

Gilbert Cpas's plans moved +28.4% in assets from 2022 to 2024; this filing shows Gilbert Cpas 401(k) Profit Sharing Plan at $13M / 63 participants.

#15,057
in Professional & Technical Services (21,562 peers)
-21.6%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gilbert Cpas 401(k) Profit Sharing Plan's outsized position by total assets

Gilbert Cpas 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$13,344,942 Top 30% higher than 70% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Gilbert Cpas 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. Gilbert Cpas 401(k) Profit Sharing Plan is a small filing (63 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 680037990 · Gilbert Cpas PY 2022 · 401(k)

Gilbert Cpas 401(k) Profit Sharing Plan · $13M · 63 · 70th

  • ASSETS $13M
  • PCT 63
  • EIN 70th
  • RANK 401(k)
  • PHOTO near Centerstone of America, Inc. 401(k) Retirement Plan
  • IND ind #15057

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 California →

Gilbert Cpas 401(k) Profit Sharing Plan in the asset neighbourhood

Gilbert Cpas 401(k) Profit Sharing PlanGilbert Cpas 401(k) Profit S…$13MCenterstone of America, Inc. 401(k) Retirement PlanCenterstone of America, Inc.…$13MT.R. Nelson, Inc. Profit Sharing PlanT.R. Nelson, Inc. Profit Sha…$13MThe Hilsinger Company 401(k) PlanThe Hilsinger Company 401(k)…$13MBelleville Shoe Manufacturing Company Employee Savings & Investment PlanBelleville Shoe Manufacturin…$13M
End-of-year total assets ($M) among Gilbert Cpas 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Gilbert Cpas multi-year asset trail

Sponsor-wide plan assets over time

All Gilbert Cpas plans reported in each filing year

Latest sponsor-wide plan assets
$17M 28.435560079616685% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.3M $17.1M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 63 $13M
2023 1 67 $17M
2024 1 64 $17M

Gilbert Cpas filing trail (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$13M
Net Income-$4M
Employer EIN680037990
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Gilbert Cpas 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Gilbert Cpas 401(k) Profit Sharing Plan, Total assets ($B): 0.013344942 · Participants: 63Gilbert Cpas 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Gilbert Cpas 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Gilbert Cpas 401(k) Profit Sharing Plan side-by-side with 3 peers →

Gilbert Cpas 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Centerstone of America, Inc. 401(k) Retirement Plan in TN ($13M); by covered participants it is Manderfield's Home Bakery, Inc. 401(k) Profit Sharing Plan in WI (63 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Gilbert Cpas 401(k) Profit Sharing Plan assets move in 2022? ▼
Gilbert Cpas 401(k) Profit Sharing Plan declined sharply - down 21.6% during 2022, from $17M to $13M. Reported net income was -$4M.
How have Gilbert Cpas plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gilbert Cpas's sponsor-wide assets grew 28.4%, from $13M to $17M.
Which 401(k) plans are similar in size to Gilbert Cpas 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Centerstone of America, Inc. 401(k) Retirement Plan in TN ($13M, 372 participants).
Which 401(k) plans cover a similar participant headcount to Gilbert Cpas 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Manderfield's Home Bakery, Inc. 401(k) Profit Sharing Plan in WI (63 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 680037990.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.