401(k) · DOL Form 5500 · 2023
B T O Management Corporation 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 48
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $148,633
- Avg per participant Above avg balance/head
Official DOL plan name: Safe-Harbor 401(k) Profit-Sharing Plan for Employees of B.T.O. Management Corporation · Sponsored by B T O Management Corporation · Florida · Food Services & Accommodation
$7M in assets, 48 participants
B T O Management Corporation's Safe-Harbor 401(k) Profit-Sharing Plan for Employees of B.T.O. Management Corporation reported $7M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.
- #3,150 in Food Services & Accommodation (3,828 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Safe-Harbor 401(k) Profit-Sharing Plan for Employees of B.T.O. Management Corporation ranks #3,150 of 3,828 2023 filers by assets (274% of the sector average)-$7M for 48 participants.
- #3,150
- in Food Services & Accommodation (3,828 peers)
- +17.3%
- assets growth YoY
Safe-Harbor 401(k) Profit-Sharing Plan for Employees of B.T.O. Management Corporation's mid-pack asset rank among Food Services & Accommodation and all filers
Safe-Harbor 401(k) Profit-Sharing Plan for Employees of B.T.O. Management Corporation vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,134,373 Top 49% higher than 51% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Safe-Harbor 401(k) Profit-Sharing Plan for Employees of B.T.O. Management Corporation among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Safe-Harbor 401(k) Profit-Sharing Plan for Employees of B.T.O. Management Corporation is a small filing (48 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Safe-Harbor 401(k) Profit-Sharing Plan for Employees of B.T.O. Management Corporation reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Safe-Harbor 401(k) Profit-Sharing Plan for Employees of B.T.O. Management Corporation end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Safe-Harbor 401(k) Profit-Sharing Plan for Employees of B.T.O. Management Corporation reported participants fell from 58 in the plan year 2022 filing to 48 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 592071534 · B T O Management Corporation PY 2023 · 401(k)
Safe-Harbor 401(k) Profit-Sharing Plan for Employees of B.T.O. Management Corporation · $7M · 48 · 51st
- IND $7M
- EOY 48
- 5500 51st
- ASSETS 401(k)
- PCT near Parallel Ag. 401(k) Plan
- EIN ind #3150
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 Florida →
Safe-Harbor 401(k) Profit-Sharing Plan for Employees of B.T.O. Management Corporation in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 592071534 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (B T O Management Corporation)
Sponsor-wide plan assets over time
All B T O Management Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 10.476937137225937% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 58 | $6M |
| 2023 | 1 | 48 | $7M |
| 2024 | 1 | 69 | $7M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Safe-Harbor 401(k) Profit-Sharing Plan for Employees of B.T.O. Management Corporation's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Parallel Ag. 401(k) Plan in OK ($7M); by covered participants it is Thomson & Thomson, Inc. Safe Harbor 401(k) Plan in TN (48 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (48 participants); asset peers above are excluded.
- Thomson & Thomson, Inc. Safe Harbor 401(k) Plan (TN) 48 · 0 off
- Centers for Foot and Ankle Care, Ltd. Profit Sharing Plan (MI) 48 · 0 off
- Bitovi 401(k) Plan and Trust (IL) 48 · 0 off
- Neal and Harwell Profit Sharing Plan (TN) 48 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.