Profit Sharing · DOL Form 5500 · 2023

Towner & Towner PC Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
29th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Towner & Towner PC Delcharter Guarantee & Trust Co Prototype · Sponsored by Towner & Towner PC · Michigan · Professional & Technical Services

$2M in assets, 1 participants

Towner & Towner PC's Towner & Towner PC Delcharter Guarantee & Trust Co Prototype reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,931 in Professional & Technical Services (20,321 peers)

Towner & Towner PC multi-year trail

Towner & Towner PC's plans moved +26.5% in assets from 2022 to 2024; this filing shows Towner & Towner PC Delcharter Guarantee & Trust Co Prototype at $2M / 1 participant.

#4,931
in Professional & Technical Services (20,321 peers)
+13.9%
assets growth YoY

Towner & Towner PC Delcharter Guarantee & Trust Co Prototype among the smaller filed plans by assets

Towner & Towner PC Delcharter Guarantee & Trust Co Prototype vs every filed plan by assets

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

$1,706,055 29th percentile higher than 29% 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

Towner & Towner PC Delcharter Guarantee & Trust Co Prototype among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Towner & Towner PC Delcharter Guarantee & Trust Co Prototype is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Towner & Towner PC Delcharter Guarantee & Trust Co Prototype reported net income rose from -$328K in the plan year 2022 filing to $208K in the plan year 2023 filing.
  • Towner & Towner PC Delcharter Guarantee & Trust Co Prototype end-of-year assets rose from $1M 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 383088515 · Towner & Towner PC PY 2023 · Profit Sharing

Towner & Towner PC Delcharter Guarantee & Trust Co Prototype · $2M · 1 · 29th

  • EOY $2M
  • EOY 1
  • EOY 29th
  • EOY Profit Sharing
  • EOY near Garten Services Retirement Plan
  • EOY ind #4931

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 Michigan →

Towner & Towner PC Delcharter Guarantee & Trust Co Prototype in the asset neighbourhood

Towner & Towner PC Delcharter Guarantee & Trust Co PrototypeTowner & Towner PC Delcharte…$2MGarten Services Retirement PlanGarten Services Retirement P…$2MVideo Vend, Inc. Profit Sharing PlanVideo Vend, Inc. Profit Shar…$2MOzy Incorporated Profit Sharing PlanOzy Incorporated Profit Shar…$2MKyzen Corporation Profit Sharing & Stock Bonus TrustKyzen Corporation Profit Sha…$2M
End-of-year total assets ($M) among Towner & Towner PC Delcharter Guarantee & Trust Co Prototype and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Towner & Towner PC multi-year asset trail

Sponsor-wide plan assets over time

All Towner & Towner PC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 26.526879840019863% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M 202220232024 $1.5M $1.9M ▲ +26.7%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $2M
2024 1 1 $2M

Towner & Towner PC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$208K
Employer EIN383088515
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Michigan

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

Towner & Towner PC Delcharter Guarantee & Trust Co Prototype vs. nearby Profit Sharing plans in Michigan, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants Towner & Towner PC Delcharter Guarantee & Trust Co Prototype, Total assets ($B): 0.001706055 · Participants: 1Towner & Towner PC Delcharter Guarantee & Trust Co PrototypeHenry Ford Health System Retirement Savings Plan, Total assets ($B): 1.723538402 · Participants: 14349Henry Ford Health System Retirement Savings PlanConstruction Industry Retirement Fund of Rockford, Total assets ($B): 0.564072893 · Participants: 10685Construction Industry Retirement Fund of RockfordOhio Carpenters' Annuity Plan, Total assets ($B): 0.409857897 · Participants: 9314Ohio Carpenters' Annuity PlanHemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan, Total assets ($B): 0.288437417 · Participants: 1404Hemlock Semiconductor Operations LLC Employees' Capital Accumulation PlanNECA-IBEW Memphis Retirement Plan, Total assets ($B): 0.213370381 · Participants: 2389NECA-IBEW Memphis Retirement Plan
Towner & Towner PC Delcharter Guarantee & Trust Co Prototype vs. nearby Profit Sharing plans in Michigan, assets vs. participants

Towner & Towner PC Delcharter Guarantee & Trust Co Prototype's out-of-state Profit Sharing peers by assets and headcount

Outside Michigan, the nearest Profit Sharing by assets is Garten Services Retirement Plan in OR ($2M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Towner & Towner PC Delcharter Guarantee & Trust Co Prototype assets move in 2023?
Towner & Towner PC Delcharter Guarantee & Trust Co Prototype grew at a solid clip - up 13.9% during 2023, from $1M to $2M. Reported net income was $208K.
How have Towner & Towner PC plan assets changed over time?
Across 3 plan years on file (2022-2024), Towner & Towner PC's sponsor-wide assets grew 26.5%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Towner & Towner PC Delcharter Guarantee & Trust Co Prototype?
Among Profit Sharing plans in other states, the closest by assets is Garten Services Retirement Plan in OR ($2M, 175 participants).
Which Profit Sharing plans cover a similar participant headcount to Towner & Towner PC Delcharter Guarantee & Trust Co Prototype?
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K in assets).