Profit Sharing · DOL Form 5500 · 2024
David W Gilbert & Associates Inc Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $375,745
- Avg per participant High balance/head
Official DOL plan name: David W Gilbert & Associates Inc Profit Sharing Plan and Trust · Sponsored by David W Gilbert & Associates Inc · Texas · Wholesale Trade
$2M in assets, 5 participants
David W Gilbert & Associates Inc's David W Gilbert & Associates Inc Profit Sharing Plan and Trust reported $2M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.
- #1,077 in Wholesale Trade (6,080 peers)
David W Gilbert & Associates Inc multi-year trail
David W Gilbert & Associates Inc's plans moved +60.4% in assets from 2022 to 2024; this filing shows David W Gilbert & Associates Inc Profit Sharing Plan and Trust at $2M / 5 participants.
- #1,077
- in Wholesale Trade (6,080 peers)
- +25.5%
- assets growth YoY
David W Gilbert & Associates Inc Profit Sharing Plan and Trust among the smaller filed plans by assets
David W Gilbert & Associates Inc Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,878,724 29th percentile higher than 29% 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
David W Gilbert & Associates Inc Profit Sharing Plan and Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David W Gilbert & Associates Inc Profit Sharing Plan and Trust is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- David W Gilbert & Associates Inc Profit Sharing Plan and Trust end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- David W Gilbert & Associates Inc Profit Sharing Plan and Trust reported net income rose from $326K in the plan year 2023 filing to $382K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 751978331 · David W Gilbert & Associates Inc PY 2024 · Profit Sharing
David W Gilbert & Associates Inc Profit Sharing Plan and Trust · $2M · 5 · 29th
- ASSETS $2M
- ASSETS 5
- ASSETS 29th
- ASSETS Profit Sharing
- ASSETS near Five Oceans Florida, Inc. Retirement Plan
- ASSETS ind #1077
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 Wholesale Trade retirement plans → · Plans in Texas →
David W Gilbert & Associates Inc Profit Sharing Plan and Trust in the asset neighbourhood
David W Gilbert & Associates Inc multi-year asset trail
Sponsor-wide plan assets over time
All David W Gilbert & Associates Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 60.385665100706085% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $1M |
| 2023 | 1 | 5 | $1M |
| 2024 | 1 | 5 | $2M |
David W Gilbert & Associates Inc filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $382K |
| Employer EIN | 751978331 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Baylor College of Medicine Retirement Plan $2.0B · 10,721
- H-E-B Partner Stock Plan $1.6B · 103,962
- The Defined Contribution Plan of the Methodist Hospital $1.1B · 31,848
- American Heart Association, Inc. Qualified Retirement Plan $514M · 3,779
- Haynes and Boone Investment Directed Profit Sharing Plan $310M · 1,069
David W Gilbert & Associates Inc Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Five Oceans Florida, Inc. Retirement Plan in FL ($2M); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.