401(k) · DOL Form 5500 · 2022

Gilbert, Barbee, Moore & Mcilvoy, P.S.C. 401(k) Plan

Data updated 2026-08-11

$147M
Total assets
872
Participants
95th
Percentile by assets
$168,746
Avg per participant
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Official DOL plan name: Graves-Gilbert Clinic Revised Profit Sharing Plan · Sponsored by Gilbert, Barbee, Moore & Mcilvoy, P.S.C. · Kentucky · Healthcare & Social Assistance

$147M in assets, 872 participants

Gilbert, Barbee, Moore & Mcilvoy, P.S.C.'s Graves-Gilbert Clinic Revised Profit Sharing Plan reported $147M in total assets and 872 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 139,126 plans)
  • #19,104 in Healthcare & Social Assistance (20,060 peers)

Where Graves-Gilbert Clinic Revised Profit Sharing Plan sits by assets

Graves-Gilbert Clinic Revised Profit Sharing Plan sits in the top 5% of all filed plans by assets, $147M for 872 participants (~$168,746/participant), down 11.6% in 2022.

$147M
total plan assets (2022 EOY)
872
covered participants
95th
percentile by assets (of 139,126 plans)
$168,746
avg assets per participant

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.

Where Graves-Gilbert Clinic Revised Profit Sharing Plan sits by total assets

Graves-Gilbert Clinic Revised Profit Sharing Plan vs every filed plan by assets

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

$147,146,187 Top 5% higher than 95% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Kentucky
Industry
Healthcare & Social Assistance

Graves-Gilbert Clinic Revised Profit Sharing Plan vs the 2022 asset distribution

By assets, Graves-Gilbert Clinic Revised Profit Sharing Plan outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

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

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

$140M$160M$180M$200M 202220232024 $147M $187M ▲ +27.1%
Total plan assets by year, all Gilbert, Barbee, Moore & Mcilvoy, P.S.C. plans on file
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.

Graves-Gilbert Clinic Revised Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Graves-Gilbert Clinic Revised Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Graves-Gilbert Clini…Humana Retirement Sa…Commonspirit Health …UPS/Ipa 401 (K) Savi…Lexmark Savings PlanKindred 401 (K) Plan
Graves-Gilbert Clinic Revised Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Graves-Gilbert Clinic Revised Profit Sha… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Graves-Gilbert Clinic Revised Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Graves-Gilbert Clinic Revised Profit Sharing Plan assets move in 2022? ▼
Graves-Gilbert Clinic Revised Profit Sharing Plan pulled back noticeably - down 11.6% during 2022, from $166M to $147M. Reported net income was -$19M.
How have Gilbert, Barbee, Moore & Mcilvoy, P.S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gilbert, Barbee, Moore & Mcilvoy, P.S.C.'s sponsor-wide assets grew 27.1%, from $147M to $187M.
Where does Graves-Gilbert Clinic Revised Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Graves-Gilbert Clinic Revised Profit Sharing Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Graves-Gilbert Clinic Revised Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Afognak Native Corporation and Alutiiq, LLC 401(k) Plan & Trust in VA ($147M, 3,423 participants).

Next read for Graves-Gilbert Clinic Revised Profit Sha…

Scale reading

Ways to act on Graves-Gilbert Clinic Revised Profit Sharing Plan's numbers.

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.

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.