Profit Sharing · DOL Form 5500 · 2022

Towner & Towner PC Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
30th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Towner & Towner PC Delcharter Guarantee & Trust Co Prototype · Sponsored by Towner & Towner PC · Michigan · Professional & Technical Services

$1M in assets, 1 participants

Towner & Towner PC's Towner & Towner PC Delcharter Guarantee & Trust Co Prototype reported $1M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,627 in Professional & Technical Services (21,562 peers)

Towner & Towner PC multi-year trail

Towner & Towner PC's plans moved +26.5% in assets from 2022 to 2024; this filing shows Towner & Towner PC Delcharter Guarantee & Trust Co Prototype at $1M / 1 participant.

#5,627
in Professional & Technical Services (21,562 peers)
-17.9%
assets change YoY

The plan reported a net loss of $328K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Towner & Towner PC Delcharter Guarantee & Trust Co Prototype among the smaller filed plans by assets

Towner & Towner PC Delcharter Guarantee & Trust Co Prototype vs every filed plan by assets

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

$1,498,186 30th percentile higher than 30% 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

Towner & Towner PC Delcharter Guarantee & Trust Co Prototype among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Towner & Towner PC Delcharter Guarantee & Trust Co Prototype is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 383088515 · Towner & Towner PC PY 2022 · Profit Sharing

Towner & Towner PC Delcharter Guarantee & Trust Co Prototype · $1M · 1 · 30th

  • PCT $1M
  • PCT 1
  • PCT 30th
  • PCT Profit Sharing
  • PCT near David a Herf, Md Profit Sharing Plan
  • PCT ind #5627

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 Professional & Technical Services retirement plans → · Plans in Michigan →

Towner & Towner PC Delcharter Guarantee & Trust Co Prototype in the asset neighbourhood

Towner & Towner PC Delcharter Guarantee & Trust Co PrototypeTowner & Towner PC Delcharte…$1MDavid a Herf, Md Profit Sharing PlanDavid a Herf, Md Profit Shar…$1MJudge Legacy Inc. Retirement PlanJudge Legacy Inc. Retirement…$1MEasterbrook Enterprises, Inc. Retirement PlanEasterbrook Enterprises, Inc…$1MAppling Brothers Company Profit Sharing Retirement & TrustAppling Brothers Company Pro…$1M
End-of-year total assets ($M) among Towner & Towner PC Delcharter Guarantee & Trust Co Prototype and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Towner & Towner PC multi-year asset trail

Sponsor-wide plan assets over time

All Towner & Towner PC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 26.526879840019863% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M 202220232024 $1.5M $1.9M ▲ +26.7%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $2M
2024 1 1 $2M

Towner & Towner PC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$328K
Employer EIN383088515
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Michigan

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

Towner & Towner PC Delcharter Guarantee & Trust Co Prototype vs. nearby Profit Sharing plans in Michigan, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants Towner & Towner PC Delcharter Guarantee & Trust Co Prototype, Total assets ($B): 0.001498186 · Participants: 1Towner & Towner PC Delcharter Guarantee & Trust Co PrototypeHenry Ford Health System Retirement Savings Plan, Total assets ($B): 1.562673044 · Participants: 15480Henry Ford Health System Retirement Savings PlanConstruction Industry Retirement Fund of Rockford, Total assets ($B): 0.474769731 · Participants: 10395Construction Industry Retirement Fund of RockfordOhio Carpenters' Annuity Plan, Total assets ($B): 0.370960232 · Participants: 8330Ohio Carpenters' Annuity PlanIBEW Local 150 Supplemental Pension Fund, Total assets ($B): 0.247597207 · Participants: 1286IBEW Local 150 Supplemental Pension FundHemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan, Total assets ($B): 0.233598708 · Participants: 687Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan
Towner & Towner PC Delcharter Guarantee & Trust Co Prototype vs. nearby Profit Sharing plans in Michigan, assets vs. participants

Towner & Towner PC Delcharter Guarantee & Trust Co Prototype's out-of-state Profit Sharing peers by assets and headcount

Outside Michigan, the nearest Profit Sharing by assets is David a Herf, Md Profit Sharing Plan in FL ($1M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

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 Towner & Towner PC Delcharter Guarantee & Trust Co Prototype assets move in 2022?
Towner & Towner PC Delcharter Guarantee & Trust Co Prototype declined sharply - down 17.9% during 2022, from $2M to $1M. Reported net income was -$328K.
How have Towner & Towner PC plan assets changed over time?
Across 3 plan years on file (2022-2024), Towner & Towner PC's sponsor-wide assets grew 26.5%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Towner & Towner PC Delcharter Guarantee & Trust Co Prototype?
Among Profit Sharing plans in other states, the closest by assets is David a Herf, Md Profit Sharing Plan in FL ($1M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Towner & Towner PC Delcharter Guarantee & Trust Co Prototype?
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).