Profit Sharing · DOL Form 5500 · 2023

Budco Group, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
203
Participants Below avg headcount
37th
Percentile by assets National rank
$15,748
Avg per participant Low balance/head
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Official DOL plan name: Intermodal Collectively Bargained Pension Plan · Sponsored by Budco Group, Inc. · Ohio · Transportation & Warehousing

$3M in assets, 203 participants

Budco Group, Inc.'s Intermodal Collectively Bargained Pension Plan reported $3M in total assets and 203 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #1,214 in Transportation & Warehousing (3,362 peers)

Coverage in Ohio

Intermodal Collectively Bargained Pension Plan covers 203 participants in Ohio, about 27% of the average Ohio filer (state average ~765 per filing). Assets: $3M.

#1,214
in Transportation & Warehousing (3,362 peers)
+10.2%
assets growth YoY

Intermodal Collectively Bargained Pension Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Intermodal Collectively Bargained Pension Plan vs every filed plan by assets

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

$3,196,802 37th percentile higher than 37% 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

Intermodal Collectively Bargained Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Intermodal Collectively Bargained Pension Plan sits mid-pack in the medium band (203 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Intermodal Collectively Bargained Pension Plan reported net income rose from -$418K in the plan year 2022 filing to $297K in the plan year 2023 filing.
  • Intermodal Collectively Bargained Pension Plan reported participants fell from 251 in the plan year 2022 filing to 203 in the plan year 2023 filing.
  • Intermodal Collectively Bargained Pension Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 311031189 · Budco Group, Inc. PY 2023 · Profit Sharing

Intermodal Collectively Bargained Pension Plan · $3M · 203 · 37th

  • EIN $3M
  • RANK 203
  • PHOTO 37th
  • IND Profit Sharing
  • EOY near Gail Roberts Profit Sharing Plan
  • 5500 ind #1214

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 Transportation & Warehousing retirement plans → · Plans in Ohio →

Intermodal Collectively Bargained Pension Plan in the asset neighbourhood

Intermodal Collectively Bargained Pension PlanIntermodal Collectively Barg…$3MGail Roberts Profit Sharing PlanGail Roberts Profit Sharing …$3MLpj Investment Co., LLC. Profit Sharing PlanLpj Investment Co., LLC. Pro…$3MLakeside Pain Center, P.C. Profit Sharing PlanLakeside Pain Center, P.C. P…$3MDiclaudio & Kramer, LLC Profit Sharing PlanDiclaudio & Kramer, LLC Prof…$3M
End-of-year total assets ($M) among Intermodal Collectively Bargained Pension Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$297K
Employer EIN311031189
Plan Effective Date1993-08-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Budco Group, Inc.)

Sponsor-wide plan assets over time

All Budco Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 10.238961282589235% vs 2022
2023 filing year
$2.8M$2.9M$3M$3.1M$3.2M$3.3M 20222023 $2.9M $3.2M ▲ +10.3%
Year Plans Participants Total Assets
2022 1 251 $3M
2023 1 203 $3M

Nearby Profit Sharing Plans in Ohio

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

Intermodal Collectively Bargained Pension Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Intermodal Collectively Bargained Pension Plan, Total assets ($B): 0.003196802 · Participants: 203Intermodal Collectively Bargained Pension PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
Intermodal Collectively Bargained Pension Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Intermodal Collectively Bargained Pension Plan side-by-side with 3 peers →

Intermodal Collectively Bargained Pension Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Gail Roberts Profit Sharing Plan in MA ($3M); by covered participants it is 403(b) Thrift Plan for Easter Seals Rio Grande Valley in TX (203 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (203 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 Intermodal Collectively Bargained Pension Plan assets move in 2023? ▼
Intermodal Collectively Bargained Pension Plan grew at a solid clip - up 10.2% during 2023, from $3M to $3M. Reported net income was $297K.
How have Budco Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Budco Group, Inc.'s sponsor-wide assets grew 10.2%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Intermodal Collectively Bargained Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Gail Roberts Profit Sharing Plan in MA ($3M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Intermodal Collectively Bargained Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is 403(b) Thrift Plan for Easter Seals Rio Grande Valley in TX (203 participants, $6M 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 311031189.

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.