Profit Sharing · DOL Form 5500 · 2022

Bruce Kirton Agency, Inc. Profit Sharing Plan

Data updated 2026-08-25

$422K
Total assets Small plan by assets
1
Participants Small participant base
17th
Percentile by assets National rank
$421,803
Avg per participant High balance/head
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Official DOL plan name: Bruce Kirton Agency, Inc. Retirement Plan · Sponsored by Bruce Kirton Agency, Inc. · New York · Finance & Insurance

$422K in assets, 1 participants

Bruce Kirton Agency, Inc.'s Bruce Kirton Agency, Inc. Retirement Plan reported $422K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 17th 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.

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

Bruce Kirton Agency, Inc. multi-year trail

Bruce Kirton Agency, Inc.'s plans moved +29.3% in assets from 2022 to 2024; this filing shows Bruce Kirton Agency, Inc. Retirement Plan at $422K / 1 participant.

#984
in Finance & Insurance (9,261 peers)
+62.7%
assets growth YoY

Bruce Kirton Agency, Inc. Retirement Plan among the smaller filed plans by assets

Bruce Kirton Agency, Inc. Retirement Plan vs every filed plan by assets

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

$421,803 17th percentile higher than 17% 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

Bruce Kirton Agency, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bruce Kirton Agency, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 825503059 · Bruce Kirton Agency, Inc. PY 2022 · Profit Sharing

Bruce Kirton Agency, Inc. Retirement Plan · $422K · 1 · 17th

  • BOOK $422K
  • VS-ST 1
  • BOY 17th
  • SCH Profit Sharing
  • EBSA near Kerria Industries, Inc. Retirement Plan
  • PART ind #984

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 →

Bruce Kirton Agency, Inc. Retirement Plan in the asset neighbourhood

Bruce Kirton Agency, Inc. Retirement PlanBruce Kirton Agency, Inc. Re…$422KKerria Industries, Inc. Retirement PlanKerria Industries, Inc. Reti…$422KKahlert Companies, Inc. Retirement PlanKahlert Companies, Inc. Reti…$422KWilliam a Trafidlo PA Law Off Psp Dtd 10/19/00William a Trafidlo PA Law Of…$422KBruno Colahan Inc. Retirement PlanBruno Colahan Inc. Retiremen…$422K
End-of-year total assets ($M) among Bruce Kirton Agency, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Bruce Kirton Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bruce Kirton Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$545K 29.31297311778247% vs 2022
2024 filing year
$0.4M$0.45M$0.5M$0.55M$0.6M 202220232024 $0.42M $0.55M ▲ +31.0%
Year Plans Participants Total Assets
2022 1 1 $422K
2023 1 2 $563K
2024 1 1 $545K

Bruce Kirton Agency, Inc. filing trail (2022)

Total Assets (Beginning of Year)$259K
Net Assets (End of Year)$422K
Net Income$163K
Employer EIN825503059
Plan Effective Date2018-05-10
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Bruce Kirton Agency, Inc. 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 ($B) Participants Bruce Kirton Agency, Inc. Retirement Plan, Total assets ($B): 0.000421803 · Participants: 1Bruce Kirton Agency, Inc. Retirement PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
Bruce Kirton Agency, Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Bruce Kirton Agency, Inc. Retirement Plan side-by-side with 3 peers →

Bruce Kirton Agency, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Kerria Industries, Inc. Retirement Plan in FL ($422K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($422K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Bruce Kirton Agency, Inc. Retirement Plan assets move in 2022? ▼
Bruce Kirton Agency, Inc. Retirement Plan surged - up 62.7% during 2022, from $259K to $422K. Reported net income was $163K.
How have Bruce Kirton Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bruce Kirton Agency, Inc.'s sponsor-wide assets grew 29.3%, from $422K to $545K.
Where does Bruce Kirton Agency, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Bruce Kirton Agency, Inc. Retirement Plan ranks in the 17th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Bruce Kirton Agency, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kerria Industries, Inc. Retirement Plan in FL ($422K, 12 participants).
Which Profit Sharing plans cover a similar participant headcount to Bruce Kirton Agency, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K 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 825503059.

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.