401(k) · DOL Form 5500 · 2024

Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$682K
Total assets Small plan by assets
18
Participants Small participant base
20th
Percentile by assets National rank
$37,884
Avg per participant Low balance/head
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Official DOL plan name: Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan · Sponsored by Gregory D. Barton Cpa & Associates, Inc. · California · Professional & Technical Services

$682K in assets, 18 participants

Gregory D. Barton Cpa & Associates, Inc.'s Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan reported $682K in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,105 in Professional & Technical Services (20,173 peers)

Gregory D. Barton Cpa & Associates, Inc. multi-year trail

Gregory D. Barton Cpa & Associates, Inc.'s plans moved +79.7% in assets from 2022 to 2024; this filing shows Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan at $682K / 18 participants.

#3,105
in Professional & Technical Services (20,173 peers)
+22.5%
assets growth YoY

Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan among the smaller filed plans by assets

Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$681,903 20th percentile higher than 20% 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

Gregory D. Barton Cpa & Associates, Inc. 401(k) 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. Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan reported net income fell from $177K in the plan year 2023 filing to $125K in the plan year 2024 filing.
  • Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan end-of-year assets rose from $557K in the plan year 2023 filing to $682K in the plan year 2024 filing.
  • Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan reported participants fell from 20 in the plan year 2023 filing to 18 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 954770856 · Gregory D. Barton Cpa & Associates, Inc. PY 2024 · 401(k)

Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan · $682K · 18 · 20th

  • PHOTO $682K
  • IND 18
  • EOY 20th
  • 5500 401(k)
  • ASSETS near Kvas, Inc. 401(k) Profit Sharing Plan
  • PCT ind #3105

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 California →

Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan in the asset neighbourhood

Gregory D. Barton Cpa & Associates, Inc. 401(k) PlanGregory D. Barton Cpa & Asso…$682KKvas, Inc. 401(k) Profit Sharing PlanKvas, Inc. 401(k) Profit Sha…$682KOregon Precision Manufacturing 401(k) Profit Sharing Plan & TrustOregon Precision Manufacturi…$682KNightfall Gray Inc 401(k) PlanNightfall Gray Inc 401(k) Pl…$682KKramer Management Services Retirement PlanKramer Management Services R…$682K
End-of-year total assets ($M) among Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Gregory D. Barton Cpa & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Gregory D. Barton Cpa & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$682K 79.65807417087333% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.38M $0.68M ▲ +78.9%
Year Plans Participants Total Assets
2022 1 13 $380K
2023 1 20 $557K
2024 1 18 $682K

Gregory D. Barton Cpa & Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$557K
Net Assets (End of Year)$682K
Net Income$125K
Employer EIN954770856
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan, Total assets ($B): 0.000681903 · Participants: 18Gregory D. Barton Cpa & Associates, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kvas, Inc. 401(k) Profit Sharing Plan in VA ($682K); by covered participants it is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan assets move in 2024? ▼
Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan grew sharply - up 22.5% during 2024, from $557K to $682K. Reported net income was $125K.
How have Gregory D. Barton Cpa & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gregory D. Barton Cpa & Associates, Inc.'s sponsor-wide assets grew 79.7%, from $380K to $682K.
Where does Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kvas, Inc. 401(k) Profit Sharing Plan in VA ($682K, 18 participants).
Which 401(k) plans cover a similar participant headcount to Gregory D. Barton Cpa & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 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 954770856.

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.