How big is Robert E. Barkett, M.D., Inc.'s plan?

Robert E. Barkett, M.D., Inc.'s plan reported $800K in assets and 4 participants for 2024.

Original filing (PDF)20251014065044NAL0003319360001

Robert E. Barkett, M.D., Inc.

Name: Robert E. Barkett, M.D., Inc. — Robert E. Barkett, Form 5500 (2024)
Creator: Robert E. Barkett, M.D., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert E. Barkett, M.D., Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Robert E. Barkett, M.D., Inc.'s Robert E. Barkett, M.D., Inc. 401(k) Profit Sharing Plan held $800K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$800K

Net assets (EOY)

$800K

Plan identifiers

Robert E. Barkett, M.D., Inc.'s EIN is 34-1095826.

EIN 34-1095826

Plan number 002

Plan year 2024

ACK ID 20251014065044NAL0003319360001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert E. Barkett, M.D., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert E. Barkett, M.D., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), life insurance.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT E. BARKETT, M.D., INC..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

ROBERT E. BARKETT, M.D., INC.

EIN

all filings

Address

341 CLINE AVENUE · MANSFIELD, OH · 44907

Phone

(419) 756-1366

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator