Profit Sharing · DOL Form 5500 · 2023

Elwood Elwood and Buchanan Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
4
Participants Small participant base
53rd
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Elwood Elwood and Buchanan Profit Sharing Plan · Sponsored by Elwood Elwood and Buchanan · Iowa · Professional & Technical Services

$8M in assets, 4 participants

Elwood Elwood and Buchanan's Elwood Elwood and Buchanan Profit Sharing Plan reported $8M in total assets and 4 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.

  • #10,503 in Professional & Technical Services (20,321 peers)

Elwood Elwood and Buchanan multi-year trail

Elwood Elwood and Buchanan's plans moved +26.5% in assets from 2022 to 2024; this filing shows Elwood Elwood and Buchanan Profit Sharing Plan at $8M / 4 participants.

#10,503
in Professional & Technical Services (20,321 peers)
+13.9%
assets growth YoY

Elwood Elwood and Buchanan Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Elwood Elwood and Buchanan Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,806,930 Top 47% higher than 53% of 127,068 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 2023

Elwood Elwood and Buchanan Profit Sharing 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. Elwood Elwood and Buchanan Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Elwood Elwood and Buchanan Profit Sharing Plan reported net income rose from -$925K in the plan year 2022 filing to $953K in the plan year 2023 filing.
  • Elwood Elwood and Buchanan Profit Sharing Plan reported participants rose from 2 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Elwood Elwood and Buchanan Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 421057547 · Elwood Elwood and Buchanan PY 2023 · Profit Sharing

Elwood Elwood and Buchanan Profit Sharing Plan · $8M · 4 · 53rd

  • PART $8M
  • TYPE 4
  • NET 53rd
  • BOOK Profit Sharing
  • VS-ST near Brocchini Farms, Inc. Employees' Retirement Plan
  • BOY ind #10503

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 Iowa →

Elwood Elwood and Buchanan Profit Sharing Plan in the asset neighbourhood

Drs. Farkas, Kassalow, Resnick and Associates, P.C. Profit Sharing PlanDrs. Farkas, Kassalow, Resni…$8MZabar's & Co., Inc. Profit Sharing Plan and TrustZabar's & Co., Inc. Profit S…$8MElwood Elwood and Buchanan Profit Sharing PlanElwood Elwood and Buchanan P…$8MBrocchini Farms, Inc. Employees' Retirement PlanBrocchini Farms, Inc. Employ…$8MOasis Management Systems, Inc. Profit Sharing PlanOasis Management Systems, In…$8M
End-of-year total assets ($M) among Elwood Elwood and Buchanan Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Elwood Elwood and Buchanan multi-year asset trail

Sponsor-wide plan assets over time

All Elwood Elwood and Buchanan plans reported in each filing year

Latest sponsor-wide plan assets
$9M 26.469019400953826% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.85M $8.67M ▲ +26.6%
Year Plans Participants Total Assets
2022 1 2 $7M
2023 1 4 $8M
2024 1 4 $9M

Elwood Elwood and Buchanan filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$953K
Employer EIN421057547
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Iowa

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

Elwood Elwood and Buchanan Profit Sharing Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants Scatter plot of 6 data points. -1000100200300 51015202530 Total assets ($M) Participants Elwood Elwood and Buchanan Profit Sharing Plan, Total assets ($M): 7.80693 · Participants: 4Elwood Elwood and Buchanan Profit Sharing PlanMedtec LLC 401(k) Retirement Plan, Total assets ($M): 25.74045 · Participants: 144Medtec LLC 401(k) Retirement PlanLiberty Pattern Company Profit Sharing Plan, Total assets ($M): 23.373416 · Participants: 13Liberty Pattern Company Profit Sharing PlanNewton Clinic, P.C. Profit Sharing Plan, Total assets ($M): 18.056441 · Participants: 42Newton Clinic, P.C. Profit Sharing PlanPalmer Lutheran Health Center, Inc. 403(b) Plan, Total assets ($M): 17.888494 · Participants: 214Palmer Lutheran Health Center, Inc. 403(b) PlanTs Banking Group Savings Plan, Total assets ($M): 17.363911 · Participants: 247Ts Banking Group Savings Plan
Elwood Elwood and Buchanan Profit Sharing Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants
Compare Elwood Elwood and Buchanan Profit Sharing Plan side-by-side with 3 peers →

Elwood Elwood and Buchanan Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Iowa, the nearest Profit Sharing by assets is Brocchini Farms, Inc. Employees' Retirement Plan in CA ($8M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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.

Frequently Asked Questions

How did Elwood Elwood and Buchanan Profit Sharing Plan assets move in 2023? ▼
Elwood Elwood and Buchanan Profit Sharing Plan grew at a solid clip - up 13.9% during 2023, from $7M to $8M. Reported net income was $953K.
How have Elwood Elwood and Buchanan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elwood Elwood and Buchanan's sponsor-wide assets grew 26.5%, from $7M to $9M.
Which Profit Sharing plans are similar in size to Elwood Elwood and Buchanan Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Brocchini Farms, Inc. Employees' Retirement Plan in CA ($8M, 24 participants).
Which Profit Sharing plans cover a similar participant headcount to Elwood Elwood and Buchanan Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, 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 421057547.

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.