Profit Sharing · DOL Form 5500 · 2023

Bobwhite & Fox, Inc. Profit Sharing Plan

Data updated 2026-08-25

$128K
Total assets Small plan by assets
1
Participants Small participant base
8th
Percentile by assets National rank
$127,645
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bobwhite & Fox, Inc. Profit Sharing Plan · Sponsored by Bobwhite & Fox, Inc. · Michigan · Retail Trade

$128K in assets, 1 participants

Bobwhite & Fox, Inc.'s Bobwhite & Fox, Inc. Profit Sharing Plan reported $128K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,029 in Retail Trade (8,414 peers)

Bobwhite & Fox, Inc. multi-year trail

Bobwhite & Fox, Inc.'s plans moved +26.5% in assets from 2022 to 2024; this filing shows Bobwhite & Fox, Inc. Profit Sharing Plan at $128K / 1 participant.

#1,029
in Retail Trade (8,414 peers)
+57.0%
assets growth YoY

Bobwhite & Fox, Inc. Profit Sharing Plan among the smaller filed plans by assets

Bobwhite & Fox, Inc. Profit Sharing Plan vs every filed plan by assets

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

$127,645 8th percentile higher than 8% 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

Bobwhite & Fox, Inc. Profit Sharing 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. Bobwhite & Fox, Inc. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bobwhite & Fox, Inc. Profit Sharing Plan reported net income rose from -$4K in the plan year 2022 filing to $46K in the plan year 2023 filing.
  • Bobwhite & Fox, Inc. Profit Sharing Plan end-of-year assets rose from $81K in the plan year 2022 filing to $128K in the plan year 2023 filing.
  • Bobwhite & Fox, Inc. Profit Sharing Plan reported participants fell from 2 in the plan year 2022 filing to 1 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 264839429 · Bobwhite & Fox, Inc. PY 2023 · Profit Sharing

Bobwhite & Fox, Inc. Profit Sharing Plan · $128K · 1 · 8th

  • IND $128K
  • IND 1
  • IND 8th
  • IND Profit Sharing
  • IND near Thoughttwist Retirement Plan
  • IND ind #1029

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 Retail Trade retirement plans → · Plans in Michigan →

Bobwhite & Fox, Inc. Profit Sharing Plan in the asset neighbourhood

Bobwhite & Fox, Inc. Profit Sharing PlanBobwhite & Fox, Inc. Profit …$128KThoughttwist Retirement Plan$128KMitch Harris Construction Co., Inc. Profit Sharing Plan & TrustMitch Harris Construction Co…$128KEverjoyus Incorporated Retirement PlanEverjoyus Incorporated Retir…$128KReach Your Potential Ventures Inc. Retirement PlanReach Your Potential Venture…$128K
End-of-year total assets ($M) among Bobwhite & Fox, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Bobwhite & Fox, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bobwhite & Fox, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$103K 26.507565506212327% vs 2022
2024 filing year
$0.06M$0.08M$0.1M$0.12M$0.14M 202220232024 $0.08M $0.1M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 2 $81K
2023 1 1 $128K
2024 1 2 $103K

Bobwhite & Fox, Inc. filing trail (2023)

Total Assets (Beginning of Year)$81K
Net Assets (End of Year)$128K
Net Income$46K
Employer EIN264839429
Plan Effective Date2009-05-08
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Michigan

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

Bobwhite & Fox, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants Bobwhite & Fox, Inc. Profit Sharing Plan, Total assets ($B): 0.000127645 · Participants: 1Bobwhite & Fox, Inc. Profit Sharing PlanHenry 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
Bobwhite & Fox, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants
Compare Bobwhite & Fox, Inc. Profit Sharing Plan side-by-side with 3 peers →

Bobwhite & Fox, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Michigan, the nearest Profit Sharing by assets is Thoughttwist Retirement Plan in CA ($128K); 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 Bobwhite & Fox, Inc. Profit Sharing Plan assets move in 2023? ▼
Bobwhite & Fox, Inc. Profit Sharing Plan surged - up 57.0% during 2023, from $81K to $128K. Reported net income was $46K.
How have Bobwhite & Fox, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bobwhite & Fox, Inc.'s sponsor-wide assets grew 26.5%, from $81K to $103K.
Where does Bobwhite & Fox, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bobwhite & Fox, Inc. Profit Sharing Plan ranks in the 8th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Bobwhite & Fox, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Thoughttwist Retirement Plan in CA ($128K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Bobwhite & Fox, Inc. Profit Sharing Plan? ▼
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).

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 264839429.

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.