Profit Sharing · DOL Form 5500 · 2023

Bristol Consultants LLC Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
9
Participants Small participant base
40th
Percentile by assets National rank
$449,338
Avg per participant High balance/head
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Official DOL plan name: Bristol Consultants LLC Defined Contribution Retirement Plan · Sponsored by Bristol Consultants LLC · New York · Real Estate

$4M in assets, 9 participants

Bristol Consultants LLC's Bristol Consultants LLC Defined Contribution Retirement Plan reported $4M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,851 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Bristol Consultants LLC Defined Contribution Retirement Plan ranks #2,851 of 4,727 2023 filers by assets (642% of the sector average)-$4M for 9 participants.

#2,851
in Real Estate (4,727 peers)
+20.0%
assets growth YoY

Bristol Consultants LLC Defined Contribution Retirement Plan's mid-pack asset rank among Real Estate and all filers

Bristol Consultants LLC Defined Contribution Retirement Plan vs every filed plan by assets

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

$4,044,040 40th percentile higher than 40% 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

Bristol Consultants LLC Defined Contribution 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. Bristol Consultants LLC Defined Contribution Retirement Plan is a micro filing (9 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 412072246 · Bristol Consultants LLC PY 2023 · Profit Sharing

Bristol Consultants LLC Defined Contribution Retirement Plan · $4M · 9 · 40th

  • PART $4M
  • PART 9
  • PART 40th
  • PART Profit Sharing
  • PART near Patrick & Co. Profit Sharing Plan
  • PART ind #2851

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 Real Estate retirement plans → · Plans in New York →

Bristol Consultants LLC Defined Contribution Retirement Plan in the asset neighbourhood

Semper Fi & America's Fund ERISA 403(b) PlanSemper Fi & America's Fund E…$4MThe Arc Tampa Bay, Inc. Retirement PlanThe Arc Tampa Bay, Inc. Reti…$4MBristol Consultants LLC Defined Contribution Retirement PlanBristol Consultants LLC Defi…$4MPatrick & Co. Profit Sharing PlanPatrick & Co. Profit Sharing…$4MJay L. Liss, Inc. Employee Profit Sharing PlanJay L. Liss, Inc. Employee P…$4M
End-of-year total assets ($M) among Bristol Consultants LLC Defined Contribution Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$674K
Employer EIN412072246
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bristol Consultants LLC)

Sponsor-wide plan assets over time

All Bristol Consultants LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 14.862167535434862% vs 2023
2024 filing year
$3.8M$4M$4.2M$4.4M$4.6M$4.8M 20232024 $4.04M $4.65M ▲ +15.1%
Year Plans Participants Total Assets
2023 1 9 $4M
2024 1 9 $5M

Nearby Profit Sharing Plans in New York

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

Bristol Consultants LLC Defined Contribution 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 ($B) Participants Bristol Consultants LLC Defined Contribution Retirement Plan, Total assets ($B): 0.00404404 · Participants: 9Bristol Consultants LLC Defined Contribution 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
Bristol Consultants LLC Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Bristol Consultants LLC Defined Contribution Retirement Plan side-by-side with 3 peers →

Bristol Consultants LLC Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Patrick & Co. Profit Sharing Plan in CA ($4M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Bristol Consultants LLC Defined Contribution Retirement Plan assets move in 2023? ▼
Bristol Consultants LLC Defined Contribution Retirement Plan grew sharply - up 20.0% during 2023, from $3M to $4M. Reported net income was $674K.
How have Bristol Consultants LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Bristol Consultants LLC's sponsor-wide assets grew 14.9%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Bristol Consultants LLC Defined Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Patrick & Co. Profit Sharing Plan in CA ($4M, 14 participants).
Which Profit Sharing plans cover a similar participant headcount to Bristol Consultants LLC Defined Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 participants, $136K 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 412072246.

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.