401(k) · DOL Form 5500 · 2024
Barton T. Gleave, D.D.S., P.C. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $182,129
- Avg per participant Above avg balance/head
Official DOL plan name: Barton T. Gleave, D.D.S, P.C. 401(k) Profit Sharing Plan · Sponsored by Barton T. Gleave, D.D.S., P.C. · Utah · Healthcare & Social Assistance
$1M in assets, 7 participants
Barton T. Gleave, D.D.S., P.C.'s Barton T. Gleave, D.D.S, P.C. 401(k) Profit Sharing Plan reported $1M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.
- #3,645 in Healthcare & Social Assistance (16,916 peers)
Barton T. Gleave, D.D.S., P.C. multi-year trail
Barton T. Gleave, D.D.S., P.C.'s plans moved -10.1% in assets from 2022 to 2024; this filing shows Barton T. Gleave, D.D.S, P.C. 401(k) Profit Sharing Plan at $1M / 7 participants.
- #3,645
- in Healthcare & Social Assistance (16,916 peers)
- -20.9%
- assets change YoY
The plan reported a net loss of $337K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Barton T. Gleave, D.D.S, P.C. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Barton T. Gleave, D.D.S, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,274,904 25th percentile higher than 25% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Barton T. Gleave, D.D.S, P.C. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Barton T. Gleave, D.D.S, P.C. 401(k) Profit Sharing Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Barton T. Gleave, D.D.S, P.C. 401(k) Profit Sharing Plan reported net income fell from $194K in the plan year 2023 filing to -$337K in the plan year 2024 filing.
- Barton T. Gleave, D.D.S, P.C. 401(k) Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Barton T. Gleave, D.D.S, P.C. 401(k) Profit Sharing Plan reported participants rose from 6 in the plan year 2023 filing to 7 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 870429596 · Barton T. Gleave, D.D.S., P.C. PY 2024 · 401(k)
Barton T. Gleave, D.D.S, P.C. 401(k) Profit Sharing Plan · $1M · 7 · 25th
- EOY $1M
- 5500 7
- ASSETS 25th
- PCT 401(k)
- EIN near Ageless Living Home Health, LLC 401(k) Profit Sharing Plan
- RANK ind #3645
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 Utah →
Barton T. Gleave, D.D.S, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood
Barton T. Gleave, D.D.S., P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Barton T. Gleave, D.D.S., P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 10.105913784022185% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $1M |
| 2023 | 1 | 6 | $2M |
| 2024 | 1 | 7 | $1M |
Barton T. Gleave, D.D.S., P.C. filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$337K |
| Employer EIN | 870429596 |
| Plan Effective Date | 1986-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
Barton T. Gleave, D.D.S, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Ageless Living Home Health, LLC 401(k) Profit Sharing Plan in TX ($1M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 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 (7 participants); asset peers above are excluded.
- Nexvisionix, Inc. 401(k) Plan (CA) 7 · 0 off
- Aguirre Engineering Inc Profit Sharing Plan (CA) 7 · 0 off
- Cz14, Inc. 401(k) Plan (DE) 7 · 0 off
- Jersey Auto Supply Inc. 401(k) Plan (NJ) 7 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.