Profit Sharing · DOL Form 5500 · 2022

Budco Group, Inc. Profit Sharing Plan

Data updated 2026-08-11

$3M
Total assets
251
Participants
40th
Percentile by assets
$11,553
Avg per participant
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Official DOL plan name: Intermodal Collectively Bargained Pension Plan · Sponsored by Budco Group, Inc. · Ohio · Transportation & Warehousing

$3M in assets, 251 participants

Budco Group, Inc.'s Intermodal Collectively Bargained Pension Plan reported $3M in total assets and 251 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • 40th percentile by assets (of 139,126 plans)
  • #1,588 in Transportation & Warehousing (3,876 peers)

Coverage in Ohio

Intermodal Collectively Bargained Pension Plan covers 251 participants in Ohio, about 33% of the average Ohio filer (state average ~765 per filing). Assets: $3M.

$3M
total plan assets (2022 EOY)
251
covered participants
40th
percentile by assets (of 139,126 plans)
$11,553
avg assets per participant

The plan reported a net loss of $418K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Intermodal Collectively Bargained Pension Plan reports 251 participants - about 33% of that state average ($3M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$418K
Employer EIN311031189
Plan Effective Date1993-08-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Budco Group, Inc.)

$2.8M$2.9M$3M$3.1M$3.2M$3.3M 20222023 $2.9M $3.2M â–˛ +10.3%
Total plan assets by year, all Budco Group, Inc. plans on file
Year Plans Participants Total Assets
2022 1 251 $3M
2023 1 203 $3M

Nearby Profit Sharing Plans in Ohio

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

Intermodal Collectively Bargained Pension Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants

Intermodal Collectively Bargained Pension Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.5 Total assets ($B) Participants Intermodal Collectiv…Cleveland Clinic Inv…The Employer Retirem…White Castle Profit …Holzer Health System…Southern Ohio Medica…
Intermodal Collectively Bargained Pension Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Intermodal Collectively Bargained Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Intermodal Collectively Bargained Pension Plan assets move in 2022?
Intermodal Collectively Bargained Pension Plan pulled back noticeably - down 12.6% during 2022, from $3M to $3M. Reported net income was -$418K.
How have Budco Group, Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), Budco Group, Inc.'s sponsor-wide assets grew 10.2%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Intermodal Collectively Bargained Pension Plan?
Among Profit Sharing plans in other states, the closest by assets is Lesr Retirement Plan (Formerly Luis Ernesto Santini Rivera) in PR ($3M, 2 participants).

Next read for Intermodal Collectively Bargained Pensio…

Filing takeaways

Ways to act on Intermodal Collectively Bargained Pension Plan's numbers.