401(k) · DOL Form 5500 · 2024

Graves Gilbert Clinic PLLC 401(k) Plan

Data updated 2026-08-11

$187M
Total assets
947
Participants
94th
Percentile by assets
$197,659
Avg per participant
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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.

  • 94th percentile by assets (of 123,622 plans)
  • #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.

$187M
total plan assets (2024 EOY)
947
covered participants
94th
percentile by assets (of 123,622 plans)
$197,659
avg assets per participant

Where Graves-Gilbert Clinic Revised Profit Sharing Plan sits 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 $2,010,000,000 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

  • 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 →

State
Kentucky
Industry
Healthcare & Social Assistance

Graves-Gilbert Clinic Revised Profit Sharing Plan vs the 2024 asset distribution

By assets, Graves-Gilbert Clinic Revised Profit Sharing Plan outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.9x the national average plan size of $100M (721 average participants).

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)

$140M$160M$180M$200M 202220232024 $147M $187M ▲ +27.1%
Total plan assets by year, all Graves Gilbert Clinic PLLC plans on file
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 ($B) Participants Graves-Gilbert Clini…, Total assets ($B): 0.187183451 · Participants: 947Graves-Gilbert Clini…Commonspirit Health …, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health …Humana Retirement Sa…, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Sa…UPS/Ipa 401(k) Savin…, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savin…Scionhealth 401(k) P…, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) P…Lexmark 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 Sha… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Graves-Gilbert Clinic Revised Profit Sharing Plan by total assets, not by location.

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).

Next read for Graves-Gilbert Clinic Revised Profit Sha…

Scale reading

Ways to act on Graves-Gilbert Clinic Revised Profit Sharing 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 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.