Profit Sharing · DOL Form 5500 · 2023

John W. Bristol & Co. Inc. Profit Sharing Plan

Data updated 2026-08-11

$102M
Total assets
20
Participants
91st
Percentile by assets
$5.1M
Avg per participant
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Official DOL plan name: John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan · Sponsored by John W. Bristol & Co. Inc. · New York · Finance & Insurance

$102M in assets, 20 participants

John W. Bristol & Co. Inc.'s John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan reported $102M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 127,072 plans)
  • #7,701 in Finance & Insurance (8,869 peers)

Where John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan sits by assets

John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan sits in the top 10% of all filed plans by assets, $102M for 20 participants (~$5.1M/participant), up 26.7% in 2023.

$102M
total plan assets (2023 EOY)
20
covered participants
91st
percentile by assets (of 127,072 plans)
$5.1M
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan end-of-year assets rose from $81M in the plan year 2022 filing to $102M in the plan year 2023 filing.
  • John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan reported participants rose from 19 in the plan year 2022 filing to 20 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Finance & Insurance

John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan vs the 2023 asset distribution

By assets, John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$102M
Net Income$21M
Employer EIN132944656
Plan Effective Date1959-01-02
Filing StatusFILING RECEIVED

Sponsor Plan History (John W. Bristol & Co. Inc.)

$60M$80M$100M$120M$140M 202220232024 $82.2M $118M ▲ +43.4%
Total plan assets by year, all John W. Bristol & Co. Inc. plans on file
Year Plans Participants Total Assets
2022 2 38 $82M
2023 2 21 $102M
2024 1 19 $118M

Nearby Profit Sharing Plans in New York

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

John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants John W. Bristol & Co…Annuity Plan of the …Annuity Fund Iuoe Lo…Annuity Fd of the Iu…The Research Foundat…Mason Tenders Distri…
John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare John W. Bristol & Co. Inc. Employees Pro… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan assets move in 2023? ▼
John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan grew sharply - up 26.7% during 2023, from $81M to $102M. Reported net income was $21M.
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.
Where does John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is World Resources Institute Pension Plan in DC ($102M, 608 participants).

Next read for John W. Bristol & Co. Inc. Employees Pro…

Scale reading

Ways to act on John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan's numbers.

  • By total assets, John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
  • John W. Bristol & Co. Inc.'s sponsor-wide assets have grown 43.4% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.