Profit Sharing · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$102M
Total assets Near avg plan size
20
Participants Small participant base
91st
Percentile by assets National rank
$5.1M
Avg per participant High balance/head
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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.

  • #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.

#7,701
in Finance & Insurance (8,869 peers)
+26.7%
assets growth YoY
1.0×
vs typical plan assets (national mean)

John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan's outsized position by total assets

John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan vs every filed plan by assets

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

$102,044,597 Top 9% higher than 91% 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

John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan among smaller 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 Profit Sharing Retirement Plan is a small filing (20 participants) on this national headcount ladder.

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 →

Plan-year Form 5500 strip

Filing strip 132944656 · John W. Bristol & Co. Inc. PY 2023 · Profit Sharing

John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan · $102M · 20 · 91st

  • PHOTO $102M
  • IND 20
  • EOY 91st
  • 5500 Profit Sharing
  • ASSETS near World Resources Institute Pension Plan
  • PCT ind #7701

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. Employees Profit Sharing Retirement Plan in the asset neighbourhood

Annuity Plan IBEW Local 96$103MSchiff Hardin LLP Professional Retirement Plan ISchiff Hardin LLP Profession…$103MJohn W. Bristol & Co. Inc. Employees Profit Sharing Retirement PlanJohn W. Bristol & Co. Inc. E…$102MWorld Resources Institute Pension PlanWorld Resources Institute Pe…$102MThe Profit Sharing Retirement Plan of the Procter & Gamble Commercial CompanyThe Profit Sharing Retiremen…$101M
End-of-year total assets ($M) among John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

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.)

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

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 Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan, Total assets ($B): 0.102044597 · Participants: 20John W. Bristol & Co. Inc. Employees Profit Sharing Retirement PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
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 Profit Sharing Retirement Plan side-by-side with 3 peers →

John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is World Resources Institute Pension Plan in DC ($102M); by covered participants it is Qrc Group Retirement Plan in PR (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 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).
Which Profit Sharing plans cover a similar participant headcount to John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Qrc Group Retirement Plan in PR (20 participants, $80K 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.