401(k)
2022 plan-year 401(k) DOL Form 5500

Graves-Gilbert Clinic Revised Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Gilbert, Barbee, Moore & Mcilvoy, P.S.C. · Kentucky · Healthcare & Social Assistance

What the 2023 filing shows

Graves-Gilbert Clinic Revised Profit Sharing Plan holds $147M for 872 participants — about $168,746 per participant, down 11.6% over the 2022 plan year.

$147M
total plan assets (2022 EOY)
872
covered participants
$168,746
avg assets per participant
-11.6%
assets change YoY

The plan reported a net loss of $19M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$147M
Participants
872
State
Industry
Healthcare & Social Assistance

What the Filing Says About Graves-Gilbert Clinic Revised Profit Sharing Plan

Graves-Gilbert Clinic Revised Profit Sharing Plan is a 401(k) retirement plan sponsored by Gilbert, Barbee, Moore & Mcilvoy, P.S.C., headquartered in Kentucky. As of the 2022 Form 5500 filing, the plan reports $147M in total end-of-year assets and covers 872 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 610700826, and the plan has been effective since 1969-12-11. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $166M at the beginning of 2022 to $147M at year-end — a decline of 11.6%. Net assets (after liabilities) closed the year at $147M, with reported net income of $-19,287,925 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$166M
Total Assets (End of Year)$147M
Net Assets (End of Year)$147M
Net Income$-19,287,925
Plan Type401(k)
Employer EIN610700826
Plan Effective Date1969-12-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Gilbert, Barbee, Moore & Mcilvoy, P.S.C.)

Year Plans Participants Total Assets
2022 2 1,648 $147M
2023 1 918 $171M
2024 1 947 $187M

Nearby 401(k) Plans in Kentucky

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

Frequently Asked Questions

How much money is in the Graves-Gilbert Clinic Revised Profit Sharing Plan?
As of the 2022 Form 5500 filing, Graves-Gilbert Clinic Revised Profit Sharing Plan holds $147M in total assets with 872 participants. It is sponsored by Gilbert, Barbee, Moore & Mcilvoy, P.S.C..
What type of plan is Graves-Gilbert Clinic Revised Profit Sharing Plan?
Graves-Gilbert Clinic Revised Profit Sharing Plan is a 401(k) plan. It has been effective since 1969-12-11. The plan is filed with the U.S. Department of Labor under EIN 610700826.
Who sponsors the Graves-Gilbert Clinic Revised Profit Sharing Plan?
Graves-Gilbert Clinic Revised Profit Sharing Plan is sponsored by Gilbert, Barbee, Moore & Mcilvoy, P.S.C., located in Kentucky. The sponsor's EIN is 610700826 and the plan operates in the Healthcare & Social Assistance industry.
How did Graves-Gilbert Clinic Revised Profit Sharing Plan perform in 2022?
Graves-Gilbert Clinic Revised Profit Sharing Plan declined by 11.6% during 2022, moving from $166M to $147M in total assets. Net income was $-19,287,925.
Where can I find official filings for Graves-Gilbert Clinic Revised Profit Sharing Plan?
Official Form 5500 filings for Graves-Gilbert Clinic Revised Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 610700826 or plan name at efast.dol.gov.
How does Graves-Gilbert Clinic Revised Profit Sharing Plan compare to other plans?
You can compare Graves-Gilbert Clinic Revised Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Kentucky on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 610700826.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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