401(k) · DOL Form 5500 · 2024

Barton & Loguidice, D.P.C. 401(k) Plan

Data updated 2026-08-11

$74M
Total assets
347
Participants
88th
Percentile by assets
$213,053
Avg per participant
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Official DOL plan name: Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan · Sponsored by Barton & Loguidice, D.P.C. · New York · Professional & Technical Services

$74M in assets, 347 participants

Barton & Loguidice, D.P.C.'s Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan reported $74M in total assets and 347 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • 88th percentile by assets (of 123,622 plans)
  • #17,980 in Professional & Technical Services (20,173 peers)

Coverage in New York

Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan covers 347 participants in New York, about 43% of the average New York filer (state average ~798 per filing). Assets: $74M.

$74M
total plan assets (2024 EOY)
347
covered participants
88th
percentile by assets (of 123,622 plans)
$213,053
avg assets per participant

Where Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan sits by total assets

Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan vs every filed plan by assets

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

$73,929,381 Top 12% higher than 88% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan reported net income fell from $13M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan end-of-year assets rose from $64M in the plan year 2023 filing to $74M in the plan year 2024 filing.
  • Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan reported participants rose from 322 in the plan year 2023 filing to 347 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
New York
Industry
Professional & Technical Services

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan reports 347 participants - about 43% of that state average ($74M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$74M
Net Income$10M
Employer EIN161020368
Plan Effective Date1982-02-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Barton & Loguidice, D.P.C.)

$40M$50M$60M$70M$80M 202220232024 $50.7M $73.9M ▲ +45.9%
Total plan assets by year, all Barton & Loguidice, D.P.C. plans on file
Year Plans Participants Total Assets
2022 1 308 $51M
2023 1 322 $64M
2024 1 347 $74M

Nearby 401(k) Plans in New York

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

Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Barton & Loguidice, …, Total assets ($B): 0.073929381 · Participants: 347Barton & Loguidice, …IBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k…, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k…Pfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings …, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings …The Goldman Sachs 40…, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 40…
Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Barton & Loguidice, D.P.C. Profit Sharin… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan assets move in 2024? ▼
Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan grew sharply - up 16.3% during 2024, from $64M to $74M. Reported net income was $10M.
How have Barton & Loguidice, D.P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barton & Loguidice, D.P.C.'s sponsor-wide assets grew 45.9%, from $51M to $74M.
Where does Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan rank by assets among Form 5500 filers? ▼
Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Foley & Mansfield Profit Sharing Plan in MN ($74M, 235 participants).

Next read for Barton & Loguidice, D.P.C. Profit Sharin…

Filing takeaways

Ways to act on Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan's numbers.

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 161020368.

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.