Profit Sharing · DOL Form 5500 · 2023

Batterby Holding Company, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
28th
Percentile by assets National rank
$813,515
Avg per participant High balance/head
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Official DOL plan name: Batterby Holding Company, Inc. Retirement Plan · Sponsored by Batterby Holding Company, Inc. · New York · Food Services & Accommodation

$2M in assets, 2 participants

Batterby Holding Company, Inc.'s Batterby Holding Company, Inc. Retirement Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,474 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Batterby Holding Company, Inc. Retirement Plan ranks #2,474 of 3,828 2023 filers by assets (1203% of the sector average)-$2M for 2 participants.

#2,474
in Food Services & Accommodation (3,828 peers)
-30.0%
assets change YoY

The plan reported a net loss of $697K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Batterby Holding Company, Inc. Retirement Plan among the smaller filed plans by assets

Batterby Holding Company, Inc. Retirement Plan vs every filed plan by assets

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

$1,627,030 28th percentile higher than 28% 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

Batterby Holding Company, Inc. 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. Batterby Holding Company, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Batterby Holding Company, Inc. Retirement Plan reported net income fell from $1M in the plan year 2022 filing to -$697K in the plan year 2023 filing.
  • Batterby Holding Company, Inc. Retirement Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 822103605 · Batterby Holding Company, Inc. PY 2023 · Profit Sharing

Batterby Holding Company, Inc. Retirement Plan · $2M · 2 · 28th

  • BOOK $2M
  • BOOK 2
  • BOOK 28th
  • BOOK Profit Sharing
  • BOOK near Traffic Markings, Inc. Profit Sharing Plan
  • BOOK ind #2474

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 Food Services & Accommodation retirement plans → · Plans in New York →

Batterby Holding Company, Inc. Retirement Plan in the asset neighbourhood

Batterby Holding Company, Inc. Retirement PlanBatterby Holding Company, In…$2MTraffic Markings, Inc. Profit Sharing PlanTraffic Markings, Inc. Profi…$2MMyer Family Hotel Company Profit Sharing PlanMyer Family Hotel Company Pr…$2MBonsall, Manfredi & Associates, PC Profit Sharing PlanBonsall, Manfredi & Associat…$2MHoward M. Mintz, M.D. Profit Sharing PlanHoward M. Mintz, M.D. Profit…$2M
End-of-year total assets ($M) among Batterby Holding Company, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$697K
Employer EIN822103605
Plan Effective Date2017-07-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Batterby Holding Company, Inc.)

Sponsor-wide plan assets over time

All Batterby Holding Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 29.12344412849892% vs 2022
2024 filing year
$1.5M$2M$2.5M 202220232024 $2.32M $1.65M ▼ -28.9%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Nearby Profit Sharing Plans in New York

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

Batterby Holding Company, Inc. 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 ($B) Participants Batterby Holding Company, Inc. Retirement Plan, Total assets ($B): 0.00162703 · Participants: 2Batterby Holding Company, Inc. 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
Batterby Holding Company, Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Batterby Holding Company, Inc. Retirement Plan side-by-side with 3 peers →

Batterby Holding Company, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Traffic Markings, Inc. Profit Sharing Plan in MA ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Batterby Holding Company, Inc. Retirement Plan assets move in 2023? ▼
Batterby Holding Company, Inc. Retirement Plan declined sharply - down 30.0% during 2023, from $2M to $2M. Reported net income was -$697K.
How have Batterby Holding Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Batterby Holding Company, Inc.'s sponsor-wide assets declined 29.1%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Batterby Holding Company, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Traffic Markings, Inc. Profit Sharing Plan in MA ($2M, 34 participants).
Which Profit Sharing plans cover a similar participant headcount to Batterby Holding Company, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 822103605.

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.