401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$147M
Total assets Near avg plan size
872
Participants Near avg headcount
95th
Percentile by assets National rank
$168,746
Avg per participant Above avg balance/head
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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.

  • #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.

#19,104
in Healthcare & Social Assistance (20,060 peers)
-11.6%
assets change YoY
1.5×
vs typical plan assets (national mean)

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.

Graves-Gilbert Clinic Revised Profit Sharing Plan's outsized position 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 $2,050,000,000 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

Graves-Gilbert Clinic Revised Profit Sharing 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. Graves-Gilbert Clinic Revised Profit Sharing Plan sits mid-pack in the medium band (872 participants).

Form 5500 schedule snapshot

Filing strip 610700826 · Gilbert, Barbee, Moore & Mcilvoy, P.S.C. PY 2022 · 401(k)

Graves-Gilbert Clinic Revised Profit Sharing Plan · $147M · 872 · 95th

  • PART $147M
  • PART 872
  • PART 95th
  • PART 401(k)
  • PART near Afognak Native Corporation and Alutiiq, LLC 401(k) Plan & Trust
  • PART ind #19104

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 Healthcare & Social Assistance retirement plans → · Plans in Kentucky →

Graves-Gilbert Clinic Revised Profit Sharing Plan in the asset neighbourhood

Epiroc 401(k) Plan$147MWolf, Greenfield & Sacks, P.C. 401(k) PlanWolf, Greenfield & Sacks, P.…$147MGraves-Gilbert Clinic Revised Profit Sharing PlanGraves-Gilbert Clinic Revise…$147MAfognak Native Corporation and Alutiiq, LLC 401(k) Plan & TrustAfognak Native Corporation a…$147MAcadian Ambulance Service, Inc. Profit Sharing 401(k) PlanAcadian Ambulance Service, I…$147M
End-of-year total assets ($M) among Graves-Gilbert Clinic Revised Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Gilbert, Barbee, Moore & Mcilvoy, P.S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$187M 27.079425722654165% vs 2022
2024 filing year
$140M$160M$180M$200M 202220232024 $147M $187M ▲ +27.1%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Graves-Gilbert Clinic Revised Profit Sharing Plan, Total assets ($B): 0.147146187 · Participants: 872Graves-Gilbert Clinic Revised Profit Sharing PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 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 Sharing Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest 401(k) by assets is Afognak Native Corporation and Alutiiq, LLC 401(k) Plan & Trust in VA ($147M); by covered participants it is Efi 401(k) Savings Plan in CA (872 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (872 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 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).
Which 401(k) plans cover a similar participant headcount to Graves-Gilbert Clinic Revised Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Efi 401(k) Savings Plan in CA (872 participants, $219M 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 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.