401(k) · DOL Form 5500 · 2023
Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $557K
- Total assets Small plan by assets
- 20
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $27,830
- Avg per participant Low balance/head
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
$557K in assets, 20 participants
Gregory D. Barton Cpa & Associates, Inc.'s Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan reported $557K in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.
- #2,868 in Professional & Technical Services (20,321 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 $557K / 20 participants.
- #2,868
- in Professional & Technical Services (20,321 peers)
- +46.6%
- 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 2023 · DOL Form 5500
$556,596 19th percentile higher than 19% 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
Gregory D. Barton Cpa & Associates, Inc. 401(k) 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. Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan is a small filing (20 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan reported net income rose from $52K in the plan year 2022 filing to $177K in the plan year 2023 filing.
- Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan reported participants rose from 13 in the plan year 2022 filing to 20 in the plan year 2023 filing.
- Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan end-of-year assets rose from $380K in the plan year 2022 filing to $557K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 954770856 · Gregory D. Barton Cpa & Associates, Inc. PY 2023 · 401(k)
Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan · $557K · 20 · 19th
- ASSETS $557K
- ASSETS 20
- ASSETS 19th
- ASSETS 401(k)
- ASSETS near Medforce Mobile Inc. Retirement Plan
- ASSETS ind #2868
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. 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
| 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 (2023)
| Total Assets (Beginning of Year) | $380K |
|---|---|
| Net Assets (End of Year) | $557K |
| Net Income | $177K |
| Employer EIN | 954770856 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
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 Medforce Mobile Inc. Retirement Plan in FL ($557K); by covered participants it is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($557K here).
- Medforce Mobile Inc. Retirement Plan (FL) $557K · 4
- Virginia Greek Inc 401(k) Plan (VA) $556K · N/A
- Dugn Retirement Plan (KS) $556K · N/A
- Alliance Commercial Cleaning I 401(k) Profit Sharing Plan & Trust (NJ) $556K · 95
Similar participant headcount
Nearest other-state filings by covered participants (20 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.