401(k) · DOL Form 5500 · 2023

Casey R Bartman Md PC 401(k) Plan

Data updated 2026-08-25

$95K
Total assets Small plan by assets
1
Participants Small participant base
6th
Percentile by assets National rank
$95,472
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Casey R Bartman Md PC Profit Sharing & 401(k) Plan · Sponsored by Casey R Bartman Md PC · South Carolina · Healthcare & Social Assistance

$95K in assets, 1 participants

Casey R Bartman Md PC's Casey R Bartman Md PC Profit Sharing & 401(k) Plan reported $95K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 6th 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.

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

Casey R Bartman Md PC multi-year trail

Casey R Bartman Md PC's plans moved -83.4% in assets from 2022 to 2024; this filing shows Casey R Bartman Md PC Profit Sharing & 401(k) Plan at $95K / 1 participant.

#745
in Healthcare & Social Assistance (17,684 peers)
-6.4%
assets change YoY

The plan reported a net loss of $6K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Casey R Bartman Md PC Profit Sharing & 401(k) Plan among the smaller filed plans by assets

Casey R Bartman Md PC Profit Sharing & 401(k) Plan vs every filed plan by assets

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

$95,472 6th percentile higher than 6% 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

Casey R Bartman Md PC Profit Sharing & 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Casey R Bartman Md PC Profit Sharing & 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Casey R Bartman Md PC Profit Sharing & 401(k) Plan reported net income rose from -$12K in the plan year 2022 filing to -$6K in the plan year 2023 filing.
  • Casey R Bartman Md PC Profit Sharing & 401(k) Plan end-of-year assets fell from $102K in the plan year 2022 filing to $95K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 382656570 · Casey R Bartman Md PC PY 2023 · 401(k)

Casey R Bartman Md PC Profit Sharing & 401(k) Plan · $95K · 1 · 6th

  • BOOK $95K
  • VS-ST 1
  • BOY 6th
  • SCH 401(k)
  • EBSA near Colorphiz, Inc. 401(k) Profit Sharing Plan
  • PART ind #745

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 South Carolina →

Casey R Bartman Md PC Profit Sharing & 401(k) Plan in the asset neighbourhood

Casey R Bartman Md PC Profit Sharing & 401(k) PlanCasey R Bartman Md PC Profit…$95KColorphiz, Inc. 401(k) Profit Sharing PlanColorphiz, Inc. 401(k) Profi…$95KThe Alexander Business Group Co 401(k) PlanThe Alexander Business Group…$95KMarket Ready - Texas Hill Country, Inc. 401(k) Profit Sharing PlanMarket Ready - Texas Hill Co…$95KC Suite Design, Inc. 401(k) PlanC Suite Design, Inc. 401(k) …$95K
End-of-year total assets ($M) among Casey R Bartman Md PC Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Casey R Bartman Md PC multi-year asset trail

Sponsor-wide plan assets over time

All Casey R Bartman Md PC plans reported in each filing year

Latest sponsor-wide plan assets
$17K 83.3745243419246% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M 202220232024 $0.1M $0.02M ▼ -80.0%
Year Plans Participants Total Assets
2022 1 1 $102K
2023 1 1 $95K
2024 1 1 $17K

Casey R Bartman Md PC filing trail (2023)

Total Assets (Beginning of Year)$102K
Net Assets (End of Year)$95K
Net Income-$6K
Employer EIN382656570
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Casey R Bartman Md PC Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Casey R Bartman Md PC Profit Sharing & 401(k) Plan, Total assets ($B): 0.000095472 · Participants: 1Casey R Bartman Md PC Profit Sharing & 401(k) PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Casey R Bartman Md PC Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Casey R Bartman Md PC Profit Sharing & 401(k) Plan side-by-side with 3 peers →

Casey R Bartman Md PC Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Colorphiz, Inc. 401(k) Profit Sharing Plan in CA ($95K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Casey R Bartman Md PC Profit Sharing & 401(k) Plan assets move in 2023? ▼
Casey R Bartman Md PC Profit Sharing & 401(k) Plan pulled back noticeably - down 6.4% during 2023, from $102K to $95K. Reported net income was -$6K.
How have Casey R Bartman Md PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Casey R Bartman Md PC's sponsor-wide assets declined 83.4%, from $102K to $17K.
Where does Casey R Bartman Md PC Profit Sharing & 401(k) Plan rank by assets among Form 5500 filers? ▼
Casey R Bartman Md PC Profit Sharing & 401(k) Plan ranks in the 6th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Casey R Bartman Md PC Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Colorphiz, Inc. 401(k) Profit Sharing Plan in CA ($95K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Casey R Bartman Md PC Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 382656570.

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.