Profit Sharing · DOL Form 5500 · 2022

John W. Bristol & Co. Inc. Profit Sharing Plan

Data updated 2026-08-11

$81M
Total assets
19
Participants
92nd
Percentile by assets
$4.2M
Avg per participant
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Official DOL plan name: John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan · Sponsored by John W. Bristol & Co. Inc. · New York · Finance & Insurance

$81M in assets, 19 participants

John W. Bristol & Co. Inc.'s John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan reported $81M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 139,126 plans)
  • #7,999 in Finance & Insurance (9,261 peers)

Where John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan sits by assets

John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan sits in the top 10% of all filed plans by assets, $81M for 19 participants (~$4.2M/participant), down 10.4% in 2022.

$81M
total plan assets (2022 EOY)
19
covered participants
92nd
percentile by assets (of 139,126 plans)
$4.2M
avg assets per participant

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State

John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan vs the 2022 asset distribution

By assets, John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$81M
Net Income-$9M
Employer EIN132944656
Plan Effective Date1959-01-02
Filing StatusFILING RECEIVED

Sponsor Plan History (John W. Bristol & Co. Inc.)

$60M$80M$100M$120M$140M 202220232024 $82.2M $118M ▲ +43.4%
Total plan assets by year, all John W. Bristol & Co. Inc. plans on file
Year Plans Participants Total Assets
2022 2 38 $82M
2023 2 21 $102M
2024 1 19 $118M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants John W. Bristol & Co…Annuity Plan of the …Annuity Fund Iuoe Lo…Annuity Fd of the Iu…The Research Foundat…Mason Tenders Distri…
John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan assets move in 2022?
John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan pulled back noticeably - down 10.4% during 2022, from $90M to $81M. Reported net income was -$9M.
How have John W. Bristol & Co. Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), John W. Bristol & Co. Inc.'s sponsor-wide assets grew 43.4%, from $82M to $118M.
Where does John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan rank by assets among Form 5500 filers?
John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Buyers Products Company Employees Profit Sharing Plan in OH ($81M, 654 participants).

Next read for John W. Bristol & Co. Inc. Employees Pro…

Scale reading

Ways to act on John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan's numbers.

  • By total assets, John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
  • John W. Bristol & Co. Inc.'s sponsor-wide assets have grown 43.4% since 2022 across 3 plan years on file. More Finance & Insurance plans