Profit Sharing · DOL Form 5500 · 2022

Bristol Elder Services, Inc. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
114
Participants Small participant base
51st
Percentile by assets National rank
$45,218
Avg per participant Low balance/head
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Official DOL plan name: Bristol Elder Services, Inc. Retirement Plan and Trust · Sponsored by Bristol Elder Services, Inc. · Massachusetts · Healthcare & Social Assistance

$5M in assets, 114 participants

Bristol Elder Services, Inc.'s Bristol Elder Services, Inc. Retirement Plan and Trust reported $5M in total assets and 114 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #11,411 in Healthcare & Social Assistance (20,060 peers)

Coverage in Massachusetts

Bristol Elder Services, Inc. Retirement Plan and Trust covers 114 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $5M.

#11,411
in Healthcare & Social Assistance (20,060 peers)
+10.9%
assets growth YoY

Bristol Elder Services, Inc. Retirement Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bristol Elder Services, Inc. Retirement Plan and Trust vs every filed plan by assets

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

$5,154,857 Top 49% higher than 51% 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

Bristol Elder Services, Inc. Retirement Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bristol Elder Services, Inc. Retirement Plan and Trust sits mid-pack in the medium band (114 participants).

Form 5500 schedule snapshot

Filing strip 042545767 · Bristol Elder Services, Inc. PY 2022 · Profit Sharing

Bristol Elder Services, Inc. Retirement Plan and Trust · $5M · 114 · 51st

  • RANK $5M
  • RANK 114
  • RANK 51st
  • RANK Profit Sharing
  • RANK near Francisco J. Capo Retirement Plan
  • RANK ind #11411

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 Massachusetts →

Bristol Elder Services, Inc. Retirement Plan and Trust in the asset neighbourhood

Francisco J. Capo Retirement PlanFrancisco J. Capo Retirement…$5MBristol Elder Services, Inc. Retirement Plan and TrustBristol Elder Services, Inc.…$5MTmd Manufacturing Inc. Retirement PlanTmd Manufacturing Inc. Retir…$5MAlliance Partners 401(k) Plan$5MNasonville Dairy, Inc. Employees Profit Sharing PlanNasonville Dairy, Inc. Emplo…$5M
End-of-year total assets ($M) among Bristol Elder Services, Inc. Retirement Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$505K
Employer EIN042545767
Plan Effective Date1981-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bristol Elder Services, Inc.)

Sponsor-wide plan assets over time

All Bristol Elder Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 32.00156667779533% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $5.15M $6.8M ▲ +32.0%
Year Plans Participants Total Assets
2022 1 114 $5M
2023 1 136 $6M
2024 1 136 $7M

Nearby Profit Sharing Plans in Massachusetts

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

Bristol Elder Services, Inc. Retirement Plan and Trust vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Bristol Elder Services, Inc. Retirement Plan and Trust, Total assets ($B): 0.005154857 · Participants: 114Bristol Elder Services, Inc. Retirement Plan and TrustConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 12.088048631 · Participants: 74556Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 0.873013175 · Participants: 12106Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.635251544 · Participants: 4216Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.573445261 · Participants: 5008The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.540464451 · Participants: 2153Sheet Metal Workers Local 17 Annuity Income Fund
Bristol Elder Services, Inc. Retirement Plan and Trust vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants

Bristol Elder Services, Inc. Retirement Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Francisco J. Capo Retirement Plan in PR ($5M); by covered participants it is Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust in NJ (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Bristol Elder Services, Inc. Retirement Plan and Trust assets move in 2022?
Bristol Elder Services, Inc. Retirement Plan and Trust grew at a solid clip - up 10.9% during 2022, from $5M to $5M. Reported net income was $505K.
How have Bristol Elder Services, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Bristol Elder Services, Inc.'s sponsor-wide assets grew 32.0%, from $5M to $7M.
Which Profit Sharing plans are similar in size to Bristol Elder Services, Inc. Retirement Plan and Trust?
Among Profit Sharing plans in other states, the closest by assets is Francisco J. Capo Retirement Plan in PR ($5M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Bristol Elder Services, Inc. Retirement Plan and Trust?
Among Profit Sharing plans in other states, the closest by covered participants is Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust in NJ (114 participants, $31M in assets).