Profit Sharing · DOL Form 5500 · 2023
Jack V. Butterfield Investment Company Profit Sharing Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $944,380
- Avg per participant High balance/head
Official DOL plan name: Jack V. Butterfield Investment Company · Sponsored by Jack V. Butterfield Investment Company · Michigan · Finance & Insurance
$8M in assets, 8 participants
Jack V. Butterfield Investment Company's Jack V. Butterfield Investment Company reported $8M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.
- #3,346 in Finance & Insurance (8,869 peers)
Jack V. Butterfield Investment Company multi-year trail
Jack V. Butterfield Investment Company's plans moved +48.8% in assets from 2022 to 2024; this filing shows Jack V. Butterfield Investment Company at $8M / 8 participants.
- #3,346
- in Finance & Insurance (8,869 peers)
- +23.8%
- assets growth YoY
Jack V. Butterfield Investment Company's mid-pack asset rank among Finance & Insurance and all filers
Jack V. Butterfield Investment Company vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,555,043 Top 47% higher than 53% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Jack V. Butterfield Investment Company among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jack V. Butterfield Investment Company is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jack V. Butterfield Investment Company reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Jack V. Butterfield Investment Company end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 381787847 · Jack V. Butterfield Investment Company PY 2023 · Profit Sharing
Jack V. Butterfield Investment Company · $8M · 8 · 53rd
- NET $8M
- NET 8
- NET 53rd
- NET Profit Sharing
- NET near Head Start of Rockland, Inc. 401(a) Profit Sharing Plan
- NET ind #3346
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 Michigan →
Jack V. Butterfield Investment Company in the asset neighbourhood
Jack V. Butterfield Investment Company multi-year asset trail
Sponsor-wide plan assets over time
All Jack V. Butterfield Investment Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 48.801576764845684% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $6M |
| 2023 | 1 | 8 | $8M |
| 2024 | 1 | 8 | $9M |
Jack V. Butterfield Investment Company filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 381787847 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Michigan
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Henry Ford Health System Retirement Savings Plan $1.7B · 14,349
- Construction Industry Retirement Fund of Rockford $564M · 10,685
- Ohio Carpenters' Annuity Plan $410M · 9,314
- Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan $288M · 1,404
- NECA-IBEW Memphis Retirement Plan $213M · 2,389
Jack V. Butterfield Investment Company's out-of-state Profit Sharing peers by assets and headcount
Outside Michigan, the nearest Profit Sharing by assets is Head Start of Rockland, Inc. 401(a) Profit Sharing Plan in NY ($8M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.