401(k) · DOL Form 5500 · 2022

Barton & Loguidice, D.P.C. 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
308
Participants Below avg headcount
88th
Percentile by assets National rank
$164,551
Avg per participant Above avg balance/head
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Official DOL plan name: Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan · Sponsored by Barton & Loguidice, D.P.C. · New York · Professional & Technical Services

$51M in assets, 308 participants

Barton & Loguidice, D.P.C.'s Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan reported $51M in total assets and 308 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #19,227 in Professional & Technical Services (21,562 peers)

Coverage in New York

Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan covers 308 participants in New York, about 39% of the average New York filer (state average ~798 per filing). Assets: $51M.

#19,227
in Professional & Technical Services (21,562 peers)
-16.5%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan's outsized position by total assets

Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan vs every filed plan by assets

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

$50,681,669 Top 12% higher than 88% 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

Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan sits mid-pack in the medium band (308 participants).

EBSA filing schedule strip

Filing strip 161020368 · Barton & Loguidice, D.P.C. PY 2022 · 401(k)

Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan · $51M · 308 · 88th

  • VS-ST $51M
  • VS-ST 308
  • VS-ST 88th
  • VS-ST 401(k)
  • VS-ST near Sunrider International Retirement Savings Plan
  • VS-ST ind #19227

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 New York →

Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan in the asset neighbourhood

Farmers National Bank 401(k) Retirement Savings PlanFarmers National Bank 401(k)…$51MLor, Inc. 401(k) Plan$51MBarton & Loguidice, D.P.C. Profit Sharing & 401(k) PlanBarton & Loguidice, D.P.C. P…$51MSunrider International Retirement Savings PlanSunrider International Retir…$51MMvp Law Profit Sharing 401(k) PlanMvp Law Profit Sharing 401(k…$51M
End-of-year total assets ($M) among Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$51M
Net Income-$10M
Employer EIN161020368
Plan Effective Date1982-02-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Barton & Loguidice, D.P.C.)

Sponsor-wide plan assets over time

All Barton & Loguidice, D.P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$74M 45.87006004084041% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $50.7M $73.9M ▲ +45.9%
Year Plans Participants Total Assets
2022 1 308 $51M
2023 1 322 $64M
2024 1 347 $74M

Nearby 401(k) Plans in New York

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

Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan, Total assets ($B): 0.050681669 · Participants: 308Barton & Loguidice, D.P.C. Profit Sharing & 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan side-by-side with 3 peers →

Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Sunrider International Retirement Savings Plan in CA ($51M); by covered participants it is Big Village Group USA Retirement Savings Plan in NJ (308 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($51M here).

Similar participant headcount

Nearest other-state filings by covered participants (308 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.

Frequently Asked Questions

How did Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan assets move in 2022? ▼
Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan declined sharply - down 16.5% during 2022, from $61M to $51M. Reported net income was -$10M.
How have Barton & Loguidice, D.P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barton & Loguidice, D.P.C.'s sponsor-wide assets grew 45.9%, from $51M to $74M.
Where does Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan rank by assets among Form 5500 filers? ▼
Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sunrider International Retirement Savings Plan in CA ($51M, 291 participants).
Which 401(k) plans cover a similar participant headcount to Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Big Village Group USA Retirement Savings Plan in NJ (308 participants, $40M 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 161020368.

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.