Profit Sharing · DOL Form 5500 · 2022

Butler-Whatley Enterprises Inc Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
N/A
Participants Small participant base
29th
Percentile by assets National rank
PlainRetire home → About this data RSS: change history

Official DOL plan name: Butler-Whatley Enterprises Inc Retirement Plan · Sponsored by Butler-Whatley Enterprises Inc · Texas · Healthcare & Social Assistance

$1M in assets, N/A participants

Butler-Whatley Enterprises Inc's Butler-Whatley Enterprises Inc Retirement Plan reported $1M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,525 in Healthcare & Social Assistance (20,060 peers)

Butler-Whatley Enterprises Inc multi-year trail

Butler-Whatley Enterprises Inc's plans moved +18.6% in assets from 2022 to 2024; this filing shows Butler-Whatley Enterprises Inc Retirement Plan at $1M / N/A participants.

#5,525
in Healthcare & Social Assistance (20,060 peers)
+9.7%
assets growth YoY

Butler-Whatley Enterprises Inc Retirement Plan among the smaller filed plans by assets

Butler-Whatley Enterprises Inc Retirement Plan vs every filed plan by assets

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

$1,399,579 29th percentile higher than 29% 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

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Plan-year Form 5500 strip

Filing strip 474805787 · Butler-Whatley Enterprises Inc PY 2022 · Profit Sharing

Butler-Whatley Enterprises Inc Retirement Plan · $1M · N/A · 29th

  • PHOTO $1M
  • IND N/A
  • EOY 29th
  • 5500 Profit Sharing
  • ASSETS near Oaklare Management, Corp. Retirement Plan
  • PCT ind #5525

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Butler-Whatley Enterprises Inc Retirement Plan in the asset neighbourhood

Butler-Whatley Enterprises Inc Retirement PlanButler-Whatley Enterprises I…$1MOaklare Management, Corp. Retirement PlanOaklare Management, Corp. Re…$1MZivr Inc. Retirement Plan$1MDean Brown Sole Proprietor Profit Sharing PlanDean Brown Sole Proprietor P…$1MMapaca Corp. Profit Sharing PlanMapaca Corp. Profit Sharing …$1M
End-of-year total assets ($M) among Butler-Whatley Enterprises Inc Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Butler-Whatley Enterprises Inc multi-year asset trail

Sponsor-wide plan assets over time

All Butler-Whatley Enterprises Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 18.642034497516754% vs 2022
2024 filing year
$1.3M$1.4M$1.5M$1.6M$1.7M 202220232024 $1.4M $1.66M ▲ +18.6%
Year Plans Participants Total Assets
2022 1 N/A $1M
2023 1 N/A $2M
2024 1 N/A $2M

Butler-Whatley Enterprises Inc filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$123K
Employer EIN474805787
Plan Effective Date2015-08-17
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Butler-Whatley Enterprises Inc Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Butler-Whatley Enterprises Inc Retirement Plan, Total assets ($B): 0.001399579 · Participants: 0Butler-Whatley Enterprises Inc Retirement PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.288170498 · Participants: 60454Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.434738254 · Participants: 9875Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.04541778 · Participants: 71666H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.752274017 · Participants: 27959The Defined Contribution Plan of the Methodist HospitalMaritime Association - I.L.a. Retirement Fund, Total assets ($B): 0.742682259 · Participants: 3941Maritime Association - I.L.a. Retirement Fund
Butler-Whatley Enterprises Inc Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants

Butler-Whatley Enterprises Inc Retirement Plan's closest out-of-state Profit Sharing peers by assets

Outside Texas, the nearest Profit Sharing by end-of-year assets is Oaklare Management, Corp. Retirement Plan in VA at $1M (this filing: $1M).

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 Butler-Whatley Enterprises Inc Retirement Plan assets move in 2022?
Butler-Whatley Enterprises Inc Retirement Plan grew at a solid clip - up 9.7% during 2022, from $1M to $1M. Reported net income was $123K.
How have Butler-Whatley Enterprises Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Butler-Whatley Enterprises Inc's sponsor-wide assets grew 18.6%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Butler-Whatley Enterprises Inc Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Oaklare Management, Corp. Retirement Plan in VA ($1M, 6 participants).