401(k) · DOL Form 5500 · 2024

Graves Gilbert Clinic PLLC 401(k) Plan

Data updated 2026-08-25

$187M
Total assets Near avg plan size
947
Participants Near avg headcount
94th
Percentile by assets National rank
$197,659
Avg per participant Above avg balance/head
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Official DOL plan name: Graves-Gilbert Clinic Revised Profit Sharing Plan · Sponsored by Graves Gilbert Clinic PLLC · Kentucky · Healthcare & Social Assistance

$187M in assets, 947 participants

Graves Gilbert Clinic PLLC's Graves-Gilbert Clinic Revised Profit Sharing Plan reported $187M in total assets and 947 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #16,012 in Healthcare & Social Assistance (16,916 peers)

Where Graves-Gilbert Clinic Revised Profit Sharing Plan sits by assets

Graves-Gilbert Clinic Revised Profit Sharing Plan sits in the top 10% of all filed plans by assets, $187M for 947 participants (~$197,659/participant), up 9.7% in 2024.

#16,012
in Healthcare & Social Assistance (16,916 peers)
+9.7%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Graves-Gilbert Clinic Revised Profit Sharing Plan's outsized position by total assets

Graves-Gilbert Clinic Revised Profit Sharing Plan vs every filed plan by assets

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

$187,183,451 Top 6% higher than 94% 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

Graves-Gilbert Clinic Revised Profit Sharing 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. Graves-Gilbert Clinic Revised Profit Sharing Plan sits mid-pack in the medium band (947 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Graves-Gilbert Clinic Revised Profit Sharing Plan reported net income fell from $23M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Graves-Gilbert Clinic Revised Profit Sharing Plan end-of-year assets rose from $171M in the plan year 2023 filing to $187M in the plan year 2024 filing.
  • Graves-Gilbert Clinic Revised Profit Sharing Plan reported participants rose from 918 in the plan year 2023 filing to 947 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 610700826 · Graves Gilbert Clinic PLLC PY 2024 · 401(k)

Graves-Gilbert Clinic Revised Profit Sharing Plan · $187M · 947 · 94th

  • IND $187M
  • EOY 947
  • 5500 94th
  • ASSETS 401(k)
  • PCT near A.M. Best Company Savings Plan
  • EIN ind #16012

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 Kentucky →

Graves-Gilbert Clinic Revised Profit Sharing Plan in the asset neighbourhood

Halff Associates Inc. 401(k) PlanHalff Associates Inc. 401(k)…$187MA.M. Best Company Savings PlanA.M. Best Company Savings Pl…$187MGraves-Gilbert Clinic Revised Profit Sharing PlanGraves-Gilbert Clinic Revise…$187MSquarespace, Inc. 401(k) Plan$187MW. W. Norton & Company, Inc. Profit Sharing & 401(k) PlanW. W. Norton & Company, Inc.…$187M
End-of-year total assets ($M) among Graves-Gilbert Clinic Revised Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$171M
Net Assets (End of Year)$187M
Net Income$17M
Employer EIN610700826
Plan Effective Date1969-12-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Graves Gilbert Clinic PLLC)

Sponsor-wide plan assets over time

All Graves Gilbert Clinic PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$187M 27.079425722654165% vs 2022
2024 filing year
$140M$160M$180M$200M 202220232024 $147M $187M ▲ +27.1%
Year Plans Participants Total Assets
2022 2 1,648 $147M
2023 1 918 $171M
2024 1 947 $187M

Nearby 401(k) Plans in Kentucky

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

Graves-Gilbert Clinic Revised Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Graves-Gilbert Clinic Revised Profit Sharing Plan, Total assets ($B): 0.187183451 · Participants: 947Graves-Gilbert Clinic Revised Profit Sharing PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Graves-Gilbert Clinic Revised Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Graves-Gilbert Clinic Revised Profit Sharing Plan side-by-side with 3 peers →

Graves-Gilbert Clinic Revised Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is A.M. Best Company Savings Plan in NJ ($187M); by covered participants it is Bolton & Menk, Inc. 401(k) Plan in MN (947 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($187M here).

Similar participant headcount

Nearest other-state filings by covered participants (947 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 Graves-Gilbert Clinic Revised Profit Sharing Plan assets move in 2024? ▼
Graves-Gilbert Clinic Revised Profit Sharing Plan grew at a solid clip - up 9.7% during 2024, from $171M to $187M. Reported net income was $17M.
How have Graves Gilbert Clinic PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Graves Gilbert Clinic PLLC's sponsor-wide assets grew 27.1%, from $147M to $187M.
Where does Graves-Gilbert Clinic Revised Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Graves-Gilbert Clinic Revised Profit Sharing Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Graves-Gilbert Clinic Revised Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is A.M. Best Company Savings Plan in NJ ($187M, 541 participants).
Which 401(k) plans cover a similar participant headcount to Graves-Gilbert Clinic Revised Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bolton & Menk, Inc. 401(k) Plan in MN (947 participants, $155M 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 610700826.

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.