Defined Benefit (Pension) · DOL Form 5500 · 2023

John W. Bristol & Co. Inc. Pension Plan

Data updated 2026-08-25

N/A
Total assets —
1
Participants Small participant base
PlainRetire home → About this data RSS: change history

Official DOL plan name: John W. Bristol & Co. Inc. Employees Retirement Plan · Sponsored by John W. Bristol & Co. Inc. · New York · Finance & Insurance

N/A in assets, 1 participants

John W. Bristol & Co. Inc.'s John W. Bristol & Co. Inc. Employees Retirement Plan reported N/A in total assets and 1 participant in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

John W. Bristol & Co. Inc. multi-year trail

John W. Bristol & Co. Inc.'s plans moved +43.4% in assets from 2022 to 2024; this filing shows John W. Bristol & Co. Inc. Employees Retirement Plan at N/A / 1 participant.

-$108K
reported net income

The plan reported a net loss of $108K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

John W. Bristol & Co. Inc. Employees Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. John W. Bristol & Co. Inc. Employees Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • John W. Bristol & Co. Inc. Employees Retirement Plan reported net income rose from -$14M in the plan year 2022 filing to -$108K in the plan year 2023 filing.
  • John W. Bristol & Co. Inc. Employees Retirement Plan reported participants fell from 19 in the plan year 2022 filing to 1 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 132944656 · John W. Bristol & Co. Inc. PY 2023 · Defined Benefit (Pension)

John W. Bristol & Co. Inc. Employees Retirement Plan · N/A · 1

  • VS-ST N/A
  • BOY 1
  • SCH PY 2023
  • EBSA Defined Benefit (Pension)
  • PART near Baker Hostetler Cash Balance Plan
  • TYPE -$108K

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 →

John W. Bristol & Co. Inc. multi-year asset trail

Sponsor-wide plan assets over time

All John W. Bristol & Co. Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$118M 43.38313866309974% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $82.2M $118M ▲ +43.4%
Year Plans Participants Total Assets
2022 2 38 $82M
2023 2 21 $102M
2024 1 19 $118M

John W. Bristol & Co. Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)N/A
Net Income-$108K
Employer EIN132944656
Plan Effective Date1959-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

John W. Bristol & Co. Inc. Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 5 data points. 050000100000150000 51015202530 Total assets ($B) Participants IBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
John W. Bristol & Co. Inc. Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare John W. Bristol & Co. Inc. Employees Retirement Plan side-by-side with 3 peers →

John W. Bristol & Co. Inc. Employees Retirement Plan's closest out-of-state Defined Benefit (Pension) peers by headcount

Outside New York, the nearest Defined Benefit (Pension) by covered participants is Baker Hostetler Cash Balance Plan in OH (1 participant; this filing: 1 participant).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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.

Frequently Asked Questions

How have John W. Bristol & Co. Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John W. Bristol & Co. Inc.'s sponsor-wide assets grew 43.4%, from $82M to $118M.
Which Defined Benefit (Pension) plans cover a similar participant headcount to John W. Bristol & Co. Inc. Employees Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Baker Hostetler Cash Balance Plan in OH (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132944656.

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.