401(k) · DOL Form 5500 · 2022

Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$380K
Total assets Small plan by assets
13
Participants Small participant base
16th
Percentile by assets National rank
$29,197
Avg per participant Low balance/head
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Official DOL plan name: Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan · Sponsored by Gregory D. Barton Cpa & Associates, Inc. · California · Professional & Technical Services

$380K in assets, 13 participants

Gregory D. Barton Cpa & Associates, Inc.'s Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan reported $380K in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,721 in Professional & Technical Services (21,562 peers)

Gregory D. Barton Cpa & Associates, Inc. multi-year trail

Gregory D. Barton Cpa & Associates, Inc.'s plans moved +79.7% in assets from 2022 to 2024; this filing shows Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan at $380K / 13 participants.

#2,721
in Professional & Technical Services (21,562 peers)
+16.0%
assets growth YoY

Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan among the smaller filed plans by assets

Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$379,556 16th percentile higher than 16% 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

Gregory D. Barton Cpa & Associates, Inc. 401(k) 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. Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan is a small filing (13 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 954770856 · Gregory D. Barton Cpa & Associates, Inc. PY 2022 · 401(k)

Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan · $380K · 13 · 16th

  • PCT $380K
  • PCT 13
  • PCT 16th
  • PCT 401(k)
  • PCT near Care Connection Home Care, LLC 401(k) Plan
  • PCT ind #2721

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 →

Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan in the asset neighbourhood

Gregory D. Barton Cpa & Associates, Inc. 401(k) PlanGregory D. Barton Cpa & Asso…$380KCare Connection Home Care, LLC 401(k) PlanCare Connection Home Care, L…$380KAnngene Enterprises Inc. 401(k) PlanAnngene Enterprises Inc. 401…$380KForus 401(k)$380KFreedom Health Partners LLC 401(k) PlanFreedom Health Partners LLC …$380K
End-of-year total assets ($M) among Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Gregory D. Barton Cpa & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Gregory D. Barton Cpa & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$682K 79.65807417087333% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.38M $0.68M ▲ +78.9%
Year Plans Participants Total Assets
2022 1 13 $380K
2023 1 20 $557K
2024 1 18 $682K

Gregory D. Barton Cpa & Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$327K
Net Assets (End of Year)$380K
Net Income$52K
Employer EIN954770856
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan, Total assets ($B): 0.000379556 · Participants: 13Gregory D. Barton Cpa & Associates, Inc. 401(k) 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
Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Care Connection Home Care, LLC 401(k) Plan in NY ($380K); by covered participants it is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($380K here).

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan assets move in 2022? ▼
Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan grew sharply - up 16.0% during 2022, from $327K to $380K. Reported net income was $52K.
How have Gregory D. Barton Cpa & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gregory D. Barton Cpa & Associates, Inc.'s sponsor-wide assets grew 79.7%, from $380K to $682K.
Where does Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan ranks in the 16th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Care Connection Home Care, LLC 401(k) Plan in NY ($380K, 138 participants).
Which 401(k) plans cover a similar participant headcount to Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants, N/A 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 954770856.

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.