401(k) · DOL Form 5500 · 2024
Barman & Sargent, Inc. 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 19
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $293,186
- Avg per participant High balance/head
Official DOL plan name: Diablo Physical Therapy & Sports Medicine 401(k) Plan & Trust I · Sponsored by Barman & Sargent, Inc. · California · Healthcare & Social Assistance
$6M in assets, 19 participants
Barman & Sargent, Inc.'s Diablo Physical Therapy & Sports Medicine 401(k) Plan & Trust I reported $6M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.
- #8,011 in Healthcare & Social Assistance (16,916 peers)
Barman & Sargent, Inc. multi-year trail
Barman & Sargent, Inc.'s plans moved +22.6% in assets from 2022 to 2024; this filing shows Diablo Physical Therapy & Sports Medicine 401(k) Plan & Trust I at $6M / 19 participants.
- #8,011
- in Healthcare & Social Assistance (16,916 peers)
- +16.2%
- assets growth YoY
Diablo Physical Therapy & Sports Medicine 401(k) Plan & Trust I's mid-pack asset rank among Healthcare & Social Assistance and all filers
Diablo Physical Therapy & Sports Medicine 401(k) Plan & Trust I vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,570,535 44th percentile higher than 44% 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
Diablo Physical Therapy & Sports Medicine 401(k) Plan & Trust I among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Diablo Physical Therapy & Sports Medicine 401(k) Plan & Trust I is a small filing (19 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Diablo Physical Therapy & Sports Medicine 401(k) Plan & Trust I reported net income rose from $248K in the plan year 2023 filing to $778K in the plan year 2024 filing.
- Diablo Physical Therapy & Sports Medicine 401(k) Plan & Trust I end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Diablo Physical Therapy & Sports Medicine 401(k) Plan & Trust I reported participants rose from 18 in the plan year 2023 filing to 19 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 680444175 · Barman & Sargent, Inc. PY 2024 · 401(k)
Diablo Physical Therapy & Sports Medicine 401(k) Plan & Trust I · $6M · 19 · 44th
- TYPE $6M
- NET 19
- BOOK 44th
- VS-ST 401(k)
- BOY near Hema-Tec, Inc. Retirement Plan
- SCH ind #8011
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 California →
Diablo Physical Therapy & Sports Medicine 401(k) Plan & Trust I in the asset neighbourhood
Barman & Sargent, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Barman & Sargent, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 22.561114059335885% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 17 | $5M |
| 2023 | 1 | 18 | $5M |
| 2024 | 1 | 19 | $6M |
Barman & Sargent, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $778K |
| Employer EIN | 680444175 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Diablo Physical Therapy & Sports Medicine 401(k) Plan & Trust I's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Hema-Tec, Inc. Retirement Plan in MI ($6M); by covered participants it is Handsome Holdings, Inc. 401(k) Plan in TX (19 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 (19 participants); asset peers above are excluded.
- Handsome Holdings, Inc. 401(k) Plan (TX) 19 · 0 off
- American Interstate Bancorporation 401(k) Plan & Trust (NE) 19 · 0 off
- Wings South, Inc 401(k) Plan (SC) 19 · 0 off
- J&j Furniture, Inc. 401(k) Profit Sharing Plan (MD) 19 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.