401(k) · DOL Form 5500 · 2024

Butterfield Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$563K
Total assets Small plan by assets
2
Participants Small participant base
19th
Percentile by assets National rank
$281,565
Avg per participant High balance/head
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Official DOL plan name: Butterfield Associates Retirement Plan · Sponsored by Butterfield Associates, Inc. · Arizona · Administrative & Support Services

$563K in assets, 2 participants

Butterfield Associates, Inc.'s Butterfield Associates Retirement Plan reported $563K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,765 in Administrative & Support Services (4,368 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Butterfield Associates Retirement Plan ranks #1,765 of 4,368 2024 filers by assets (5124% of the sector average)-$563K for 2 participants.

#1,765
in Administrative & Support Services (4,368 peers)
+16.9%
assets growth YoY

Butterfield Associates Retirement Plan among the smaller filed plans by assets

Butterfield Associates Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$563,130 19th percentile higher than 19% of 123,620 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 2024

Butterfield Associates Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Butterfield Associates Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Butterfield Associates Retirement Plan reported net income rose from -$1M in the plan year 2023 filing to $81K in the plan year 2024 filing.
  • Butterfield Associates Retirement Plan end-of-year assets rose from $482K in the plan year 2023 filing to $563K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 814787234 · Butterfield Associates, Inc. PY 2024 · 401(k)

Butterfield Associates Retirement Plan · $563K · 2 · 19th

  • SCH $563K
  • EBSA 2
  • PART 19th
  • TYPE 401(k)
  • NET near Massachusetts Junk Hauling Services, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #1765

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 Administrative & Support Services retirement plans → · Plans in Arizona →

Butterfield Associates Retirement Plan in the asset neighbourhood

Butterfield Associates Retirement PlanButterfield Associates Retir…$563KMassachusetts Junk Hauling Services, Inc. 401(k) Profit Sharing PlanMassachusetts Junk Hauling S…$563KBig Bird Nerds Inc. 401(k) PlanBig Bird Nerds Inc. 401(k) P…$563KAladin Investment Group, Inc. 401(k) PlanAladin Investment Group, Inc…$563KDora Lee, Dds, a Professional Corporation 401(k) PlanDora Lee, Dds, a Professiona…$563K
End-of-year total assets ($M) among Butterfield Associates Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$482K
Net Assets (End of Year)$562K
Net Income$81K
Employer EIN814787234
Plan Effective Date2016-12-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Butterfield Associates, Inc.)

Sponsor-wide plan assets over time

All Butterfield Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$563K 62.210351839051924% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $1.49M $0.56M ▼ -62.4%
Year Plans Participants Total Assets
2022 1 10 $1M
2023 1 2 $482K
2024 1 2 $563K

Nearby 401(k) Plans in Arizona

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Butterfield Associates Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Butterfield Associates Retirement Plan, Total assets ($B): 0.00056313 · Participants: 2Butterfield Associates Retirement PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Butterfield Associates Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Butterfield Associates Retirement Plan side-by-side with 3 peers →

Butterfield Associates Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Massachusetts Junk Hauling Services, Inc. 401(k) Profit Sharing Plan in MA ($563K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (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 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Butterfield Associates Retirement Plan assets move in 2024? ▼
Butterfield Associates Retirement Plan grew sharply - up 16.9% during 2024, from $482K to $563K. Reported net income was $81K.
How have Butterfield Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Butterfield Associates, Inc.'s sponsor-wide assets declined 62.2%, from $1M to $563K.
Where does Butterfield Associates Retirement Plan rank by assets among Form 5500 filers? ▼
Butterfield Associates Retirement Plan ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Butterfield Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Massachusetts Junk Hauling Services, Inc. 401(k) Profit Sharing Plan in MA ($563K, 17 participants).
Which 401(k) plans cover a similar participant headcount to Butterfield Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 814787234.

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.