Defined Benefit (Pension) · DOL Form 5500 · 2022

John W. Bristol & Co. Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
19
Participants Small participant base
31st
Percentile by assets National rank
$89,511
Avg per participant Below avg balance/head
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Official DOL plan name: John W. Bristol & Co. Inc. Employees Retirement Plan · Sponsored by John W. Bristol & Co. Inc. · New York · Finance & Insurance

$2M in assets, 19 participants

John W. Bristol & Co. Inc.'s John W. Bristol & Co. Inc. Employees Retirement Plan reported $2M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,953 in Finance & Insurance (9,261 peers)

John W. Bristol & Co. Inc. multi-year trail

John W. Bristol & Co. Inc.'s plans moved +43.4% in assets from 2022 to 2024; this filing shows John W. Bristol & Co. Inc. Employees Retirement Plan at $2M / 19 participants.

#1,953
in Finance & Insurance (9,261 peers)
-89.0%
assets change YoY

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

John W. Bristol & Co. Inc. Employees Retirement Plan among the smaller filed plans by assets

John W. Bristol & Co. Inc. Employees Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,700,708 31st percentile higher than 31% of 139,123 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 2022

John W. Bristol & Co. Inc. Employees Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. John W. Bristol & Co. Inc. Employees Retirement Plan is a small filing (19 participants) on this national headcount ladder.

DOL schedule card

Filing strip 132944656 · John W. Bristol & Co. Inc. PY 2022 · Defined Benefit (Pension)

John W. Bristol & Co. Inc. Employees Retirement Plan · $2M · 19 · 31st

  • NET $2M
  • BOOK 19
  • VS-ST 31st
  • BOY Defined Benefit (Pension)
  • SCH near Oak Engineering, Inc. Defined Benefit Plan and Trust
  • EBSA ind #1953

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 Finance & Insurance retirement plans → · Plans in New York →

John W. Bristol & Co. Inc. Employees Retirement Plan in the asset neighbourhood

John W. Bristol & Co. Inc. Employees Retirement PlanJohn W. Bristol & Co. Inc. E…$2MOak Engineering, Inc. Defined Benefit Plan and TrustOak Engineering, Inc. Define…$2MJeffrey M. Verdon Law Group, LLP Defined Benefit Pension PlanJeffrey M. Verdon Law Group,…$2MKelly & Ignoffo Law Group, P.C. Defined Benefit Pension PlanKelly & Ignoffo Law Group, P…$2MDefined Benefit Pension Plan of Trillium Family Services, Inc. Dba Parry Center for ChildrenDefined Benefit Pension Plan…$2M
End-of-year total assets ($M) among John W. Bristol & Co. Inc. Employees Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

John W. Bristol & Co. Inc. multi-year asset trail

Sponsor-wide plan assets over time

All John W. Bristol & Co. Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$118M 43.38313866309974% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $82.2M $118M ▲ +43.4%
Year Plans Participants Total Assets
2022 2 38 $82M
2023 2 21 $102M
2024 1 19 $118M

John W. Bristol & Co. Inc. filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$2M
Net Income-$14M
Employer EIN132944656
Plan Effective Date1959-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

John W. Bristol & Co. Inc. Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants John W. Bristol & Co. Inc. Employees Retirement Plan, Total assets ($B): 0.001700708 · Participants: 19John W. Bristol & Co. Inc. Employees Retirement PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
John W. Bristol & Co. Inc. Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare John W. Bristol & Co. Inc. Employees Retirement Plan side-by-side with 3 peers →

John W. Bristol & Co. Inc. Employees Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Oak Engineering, Inc. Defined Benefit Plan and Trust in IL ($2M); by covered participants it is Advanced Polymer, Inc. Cash Balance Plan in NJ (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did John W. Bristol & Co. Inc. Employees Retirement Plan assets move in 2022? ▼
John W. Bristol & Co. Inc. Employees Retirement Plan contracted severely - down 89.0% during 2022, from $15M to $2M. Reported net income was -$14M.
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.
Which Defined Benefit (Pension) plans are similar in size to John W. Bristol & Co. Inc. Employees Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Oak Engineering, Inc. Defined Benefit Plan and Trust in IL ($2M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to John W. Bristol & Co. Inc. Employees Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Advanced Polymer, Inc. Cash Balance Plan in NJ (19 participants, $4K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132944656.

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.