401(k) · DOL Form 5500 · 2024

May, Potenza, Baran & Gillespie, P.C. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
50
Participants Small participant base
46th
Percentile by assets National rank
$123,140
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan · Sponsored by May, Potenza, Baran & Gillespie, P.C. · Arizona · Professional & Technical Services

$6M in assets, 50 participants

May, Potenza, Baran & Gillespie, P.C.'s May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan reported $6M in total assets and 50 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,840 in Professional & Technical Services (20,173 peers)

May, Potenza, Baran & Gillespie, P.C. multi-year trail

May, Potenza, Baran & Gillespie, P.C.'s plans moved +13.3% in assets from 2022 to 2024; this filing shows May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan at $6M / 50 participants.

#8,840
in Professional & Technical Services (20,173 peers)
-9.0%
assets change YoY

The plan reported a net loss of $609K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$6,156,996 46th percentile higher than 46% of 123,620 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 2024

May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan is a small filing (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to -$609K in the plan year 2024 filing.
  • May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan end-of-year assets fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 860818411 · May, Potenza, Baran & Gillespie, P.C. PY 2024 · 401(k)

May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan · $6M · 50 · 46th

  • EOY $6M
  • 5500 50
  • ASSETS 46th
  • PCT 401(k)
  • EIN near Total Dynamic Solutions, LLC 401(k) Plan
  • RANK ind #8840

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 Arizona →

May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing PlanMay, Potenza, Baran & Gilles…$6MTotal Dynamic Solutions, LLC 401(k) PlanTotal Dynamic Solutions, LLC…$6MProtection Strategies, Inc. 401(k) PlanProtection Strategies, Inc. …$6MW3 Luxury Living 401(k) Plan$6MEdward J. Vermet Dds Profit Sharing PlanEdward J. Vermet Dds Profit …$6M
End-of-year total assets ($M) among May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

May, Potenza, Baran & Gillespie, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All May, Potenza, Baran & Gillespie, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 13.282277466508386% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.44M $6.16M ▲ +13.2%
Year Plans Participants Total Assets
2022 1 33 $5M
2023 1 50 $7M
2024 1 50 $6M

May, Potenza, Baran & Gillespie, P.C. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$609K
Employer EIN860818411
Plan Effective Date1996-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.006156996 · Participants: 50May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Total Dynamic Solutions, LLC 401(k) Plan in MN ($6M); by covered participants it is Advata 401(k) Plan in TX (50 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (50 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan assets move in 2024? ▼
May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan pulled back noticeably - down 9.0% during 2024, from $7M to $6M. Reported net income was -$609K.
How have May, Potenza, Baran & Gillespie, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), May, Potenza, Baran & Gillespie, P.C.'s sponsor-wide assets grew 13.3%, from $5M to $6M.
Which 401(k) plans are similar in size to May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Total Dynamic Solutions, LLC 401(k) Plan in MN ($6M, 89 participants).
Which 401(k) plans cover a similar participant headcount to May, Potenza, Baran & Gillespie, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advata 401(k) Plan in TX (50 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860818411.

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.