401(k) · DOL Form 5500 · 2023

May, Potenza, Baran & Gillespie, P.C. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
50
Participants Small participant base
50th
Percentile by assets National rank
$135,313
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan · Sponsored by May, Potenza, Baran & Gillespie, P.C. · Arizona · Professional & Technical Services

$7M in assets, 50 participants

May, Potenza, Baran & Gillespie, P.C.'s May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan reported $7M in total assets and 50 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,894 in Professional & Technical Services (20,321 peers)

May, Potenza, Baran & Gillespie, P.C. multi-year trail

May, Potenza, Baran & Gillespie, P.C.'s plans moved +13.3% in assets from 2022 to 2024; this filing shows May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan at $7M / 50 participants.

#9,894
in Professional & Technical Services (20,321 peers)
+24.5%
assets growth YoY

May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,765,645 Top 50% higher than 50% of 127,068 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 2023

May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan is a small filing (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan reported net income rose from -$722K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan reported participants rose from 33 in the plan year 2022 filing to 50 in the plan year 2023 filing.
  • May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 860818411 · May, Potenza, Baran & Gillespie, P.C. PY 2023 · 401(k)

May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan · $7M · 50 · 50th

  • SCH $7M
  • EBSA 50
  • PART 50th
  • TYPE 401(k)
  • NET near Semler Scientific, Inc. Retirement Trust
  • BOOK ind #9894

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 Arizona →

May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing PlanMay, Potenza, Baran & Gilles…$7MSemler Scientific, Inc. Retirement TrustSemler Scientific, Inc. Reti…$7MMarek & Lanker, LLP 401(k) Profit Sharing PlanMarek & Lanker, LLP 401(k) P…$7MSuncoast Internal Medicine Consultants, P.a. 401(k) Profit Sharing PlanSuncoast Internal Medicine C…$7MCommunity Catalyst, Inc. Retirement PlanCommunity Catalyst, Inc. Ret…$7M
End-of-year total assets ($M) among May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

May, Potenza, Baran & Gillespie, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All May, Potenza, Baran & Gillespie, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 13.282277466508386% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.44M $6.16M ▲ +13.2%
Year Plans Participants Total Assets
2022 1 33 $5M
2023 1 50 $7M
2024 1 50 $6M

May, Potenza, Baran & Gillespie, P.C. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN860818411
Plan Effective Date1996-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.006765645 · Participants: 50May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Semler Scientific, Inc. Retirement Trust in CA ($7M); by covered participants it is Osb Community Bank Employee Savings & Profit Sharing Plan in IL (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan assets move in 2023? ▼
May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan grew sharply - up 24.5% during 2023, from $5M to $7M. Reported net income was $1M.
How have May, Potenza, Baran & Gillespie, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), May, Potenza, Baran & Gillespie, P.C.'s sponsor-wide assets grew 13.3%, from $5M to $6M.
Which 401(k) plans are similar in size to May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Semler Scientific, Inc. Retirement Trust in CA ($7M, 129 participants).
Which 401(k) plans cover a similar participant headcount to May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Osb Community Bank Employee Savings & Profit Sharing Plan in IL (50 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860818411.

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.