401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$74M
Total assets Below avg plan size
347
Participants Below avg headcount
88th
Percentile by assets National rank
$213,053
Avg per participant Above avg balance/head
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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.

  • #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.

#17,980
in Professional & Technical Services (20,173 peers)
+16.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan's outsized position 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 $2,050,000,000 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

Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan sits mid-pack in the medium band (347 participants).

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 →

Form 5500 schedule snapshot

Filing strip 161020368 · Barton & Loguidice, D.P.C. PY 2024 · 401(k)

Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan · $74M · 347 · 88th

  • PART $74M
  • PART 347
  • PART 88th
  • PART 401(k)
  • PART near Foley & Mansfield Profit Sharing Plan
  • PART ind #17980

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 New York →

Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan in the asset neighbourhood

Orthopedic Institute Profit Sharing and Retirement Savings PlanOrthopedic Institute Profit …$74MCnooc 401(k) Savings and Pension PlanCnooc 401(k) Savings and Pen…$74MBarton & Loguidice, D.P.C. Profit Sharing & 401(k) PlanBarton & Loguidice, D.P.C. P…$74MFoley & Mansfield Profit Sharing PlanFoley & Mansfield Profit Sha…$74MMidwest Gaming & Entertainment, LLC 401(k) PlanMidwest Gaming & Entertainme…$74M
End-of-year total assets ($M) among Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Barton & Loguidice, D.P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$74M 45.87006004084041% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $50.7M $73.9M ▲ +45.9%
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 ($B) Participants Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan, Total assets ($B): 0.073929381 · Participants: 347Barton & Loguidice, D.P.C. Profit Sharing & 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
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 Sharing & 401(k) Plan side-by-side with 3 peers →

Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Foley & Mansfield Profit Sharing Plan in MN ($74M); by covered participants it is Cosmetic Physician Partners LLC 401(k) Plan in TX (347 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (347 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 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).
Which 401(k) plans cover a similar participant headcount to Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cosmetic Physician Partners LLC 401(k) Plan in TX (347 participants, $11M 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 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.