401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$171M
Total assets Near avg plan size
918
Participants Near avg headcount
94th
Percentile by assets National rank
$185,854
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

$171M in assets, 918 participants

Gilbert, Barbee, Moore & Mcilvoy, P.S.C.'s Graves-Gilbert Clinic Revised Profit Sharing Plan reported $171M in total assets and 918 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #16,766 in Healthcare & Social Assistance (17,684 peers)

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

Graves-Gilbert Clinic Revised Profit Sharing Plan sits in the top 10% of all filed plans by assets, $171M for 918 participants (~$185,854/participant), up 15.9% in 2023.

#16,766
in Healthcare & Social Assistance (17,684 peers)
+15.9%
assets growth YoY
1.7×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$170,613,545 Top 6% higher than 94% 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

Graves-Gilbert Clinic Revised Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 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 (918 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Graves-Gilbert Clinic Revised Profit Sharing Plan reported net income rose from -$19M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Graves-Gilbert Clinic Revised Profit Sharing Plan end-of-year assets rose from $147M in the plan year 2022 filing to $171M in the plan year 2023 filing.
  • Graves-Gilbert Clinic Revised Profit Sharing Plan reported participants rose from 872 in the plan year 2022 filing to 918 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 610700826 · Gilbert, Barbee, Moore & Mcilvoy, P.S.C. PY 2023 · 401(k)

Graves-Gilbert Clinic Revised Profit Sharing Plan · $171M · 918 · 94th

  • BOY $171M
  • SCH 918
  • EBSA 94th
  • PART 401(k)
  • TYPE near Hitachi High-Tech America, Inc. Shared Savings Plan
  • NET ind #16766

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

Phillips Lytle LLP Retirement PlanPhillips Lytle LLP Retiremen…$171MHitachi High-Tech America, Inc. Shared Savings PlanHitachi High-Tech America, I…$171MVeridian Credit Union 401(k) Plan and TrustVeridian Credit Union 401(k)…$171MGraves-Gilbert Clinic Revised Profit Sharing PlanGraves-Gilbert Clinic Revise…$171MChurch Mutual Salary Savings Plan and Trust (401(k) Plan)Church Mutual Salary Savings…$171M
End-of-year total assets ($M) among Graves-Gilbert Clinic Revised Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$147M
Net Assets (End of Year)$171M
Net Income$23M
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 -20246810 Total assets ($B) Participants Graves-Gilbert Clinic Revised Profit Sharing Plan, Total assets ($B): 0.170613545 · Participants: 918Graves-Gilbert Clinic Revised Profit Sharing PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings 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 Hitachi High-Tech America, Inc. Shared Savings Plan in IL ($171M); by covered participants it is Xperi Inc. 401(k) Plan in CA (918 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (918 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 Graves-Gilbert Clinic Revised Profit Sharing Plan assets move in 2023? ▼
Graves-Gilbert Clinic Revised Profit Sharing Plan grew sharply - up 15.9% during 2023, from $147M to $171M. Reported net income was $23M.
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 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% 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 Hitachi High-Tech America, Inc. Shared Savings Plan in IL ($171M, 742 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 Xperi Inc. 401(k) Plan in CA (918 participants, $348M 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 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.