Profit Sharing · DOL Form 5500 · 2023
David W Gilbert & Associates Inc Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $299,410
- Avg per participant High balance/head
Official DOL plan name: David W Gilbert & Associates Inc Profit Sharing Plan and Trust · Sponsored by David W Gilbert & Associates Inc · Texas · Wholesale Trade
$1M in assets, 5 participants
David W Gilbert & Associates Inc's David W Gilbert & Associates Inc Profit Sharing Plan and Trust reported $1M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.
- #1,050 in Wholesale Trade (6,309 peers)
David W Gilbert & Associates Inc multi-year trail
David W Gilbert & Associates Inc's plans moved +60.4% in assets from 2022 to 2024; this filing shows David W Gilbert & Associates Inc Profit Sharing Plan and Trust at $1M / 5 participants.
- #1,050
- in Wholesale Trade (6,309 peers)
- +27.8%
- assets growth YoY
David W Gilbert & Associates Inc Profit Sharing Plan and Trust among the smaller filed plans by assets
David W Gilbert & Associates Inc Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,497,049 27th percentile higher than 27% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
David W Gilbert & Associates Inc Profit Sharing Plan and Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David W Gilbert & Associates Inc Profit Sharing Plan and Trust is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- David W Gilbert & Associates Inc Profit Sharing Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $326K in the plan year 2023 filing.
- David W Gilbert & Associates Inc Profit Sharing Plan and Trust reported participants fell from 7 in the plan year 2022 filing to 5 in the plan year 2023 filing.
- David W Gilbert & Associates Inc Profit Sharing Plan and Trust end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 751978331 · David W Gilbert & Associates Inc PY 2023 · Profit Sharing
David W Gilbert & Associates Inc Profit Sharing Plan and Trust · $1M · 5 · 27th
- BOY $1M
- SCH 5
- EBSA 27th
- PART Profit Sharing
- TYPE near Richard Ian Goldberg, Md, PA, Profit Sharing Plan
- NET ind #1050
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 Wholesale Trade retirement plans → · Plans in Texas →
David W Gilbert & Associates Inc Profit Sharing Plan and Trust in the asset neighbourhood
David W Gilbert & Associates Inc multi-year asset trail
Sponsor-wide plan assets over time
All David W Gilbert & Associates Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 60.385665100706085% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $1M |
| 2023 | 1 | 5 | $1M |
| 2024 | 1 | 5 | $2M |
David W Gilbert & Associates Inc filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $326K |
| Employer EIN | 751978331 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
- Baylor College of Medicine Retirement Plan $1.7B · 10,240
- H-E-B Partner Stock Plan $1.3B · 96,911
- The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
- American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455
David W Gilbert & Associates Inc Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Richard Ian Goldberg, Md, PA, Profit Sharing Plan in FL ($1M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Salon Passion Inc. Retirement Plan (GA) 5 · 0 off
- William D. Zigrang, M.D., Profit Sharing Plan (CA) 5 · 0 off
- Bcr and Co Profit Sharing Plan (CA) 5 · 0 off
- Taylor Legacy, Inc. Retirement Plan (AL) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.