401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$171M
Total assets
918
Participants
94th
Percentile by assets
$185,854
Avg per participant
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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.

  • 94th percentile by assets (of 127,072 plans)
  • #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.

$171M
total plan assets (2023 EOY)
918
covered participants
94th
percentile by assets (of 127,072 plans)
$185,854
avg assets per participant

Where Graves-Gilbert Clinic Revised Profit Sharing Plan sits 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 $2,010,000,000 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

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 →

State
Kentucky
Industry
Healthcare & Social Assistance

Graves-Gilbert Clinic Revised Profit Sharing Plan vs the 2023 asset distribution

By assets, Graves-Gilbert Clinic Revised Profit Sharing Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.7x the national average plan size of $100M (721 average participants).

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.)

$140M$160M$180M$200M 202220232024 $147M $187M ▲ +27.1%
Total plan assets by year, all Gilbert, Barbee, Moore & Mcilvoy, P.S.C. plans on file
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

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 Clini…Commonspirit Health …Humana Retirement Sa…UPS/Ipa 401(k) Savin…Scionhealth 401(k) P…Lexmark 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 Sha… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Graves-Gilbert Clinic Revised Profit Sharing Plan by total assets, not by location.

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).

Next read for Graves-Gilbert Clinic Revised Profit Sha…

Scale reading

Ways to act on Graves-Gilbert Clinic Revised Profit Sharing Plan's numbers.

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.