Profit Sharing · DOL Form 5500 · 2023

Bristol Elder Services, Inc. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
136
Participants Small participant base
48th
Percentile by assets National rank
$44,582
Avg per participant Low balance/head
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Official DOL plan name: Bristol Elder Services, Inc. Retirement Plan and Trust · Sponsored by Bristol Elder Services, Inc. · Massachusetts · Healthcare & Social Assistance

$6M in assets, 136 participants

Bristol Elder Services, Inc.'s Bristol Elder Services, Inc. Retirement Plan and Trust reported $6M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,360 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Bristol Elder Services, Inc. Retirement Plan and Trust covers 136 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $6M.

#9,360
in Healthcare & Social Assistance (17,684 peers)
+17.6%
assets growth YoY

Bristol Elder Services, Inc. Retirement Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bristol Elder Services, Inc. Retirement Plan and Trust vs every filed plan by assets

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

$6,063,101 48th percentile higher than 48% 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 Elder Services, Inc. Retirement Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bristol Elder Services, Inc. Retirement Plan and Trust sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bristol Elder Services, Inc. Retirement Plan and Trust reported net income rose from $505K in the plan year 2022 filing to $909K in the plan year 2023 filing.
  • Bristol Elder Services, Inc. Retirement Plan and Trust reported participants rose from 114 in the plan year 2022 filing to 136 in the plan year 2023 filing.
  • Bristol Elder Services, Inc. Retirement Plan and Trust end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042545767 · Bristol Elder Services, Inc. PY 2023 · Profit Sharing

Bristol Elder Services, Inc. Retirement Plan and Trust · $6M · 136 · 48th

  • NET $6M
  • BOOK 136
  • VS-ST 48th
  • BOY Profit Sharing
  • SCH near Diecrafters, Inc. Profit Sharing Plan and Trust
  • EBSA ind #9360

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Bristol Elder Services, Inc. Retirement Plan and Trust in the asset neighbourhood

Children's Home Society of Wv, Inc. Profit Sharing PlanChildren's Home Society of W…$6MDean L. Zincone, M.D., P.a. Profit Sharing PlanDean L. Zincone, M.D., P.a. …$6MBristol Elder Services, Inc. Retirement Plan and TrustBristol Elder Services, Inc.…$6MDiecrafters, Inc. Profit Sharing Plan and TrustDiecrafters, Inc. Profit Sha…$6MLong, Parker, P.a. Profit Sharing PlanLong, Parker, P.a. Profit Sh…$6M
End-of-year total assets ($M) among Bristol Elder Services, Inc. Retirement Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$909K
Employer EIN042545767
Plan Effective Date1981-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bristol Elder Services, Inc.)

Sponsor-wide plan assets over time

All Bristol Elder Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 32.00156667779533% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $5.15M $6.8M ▲ +32.0%
Year Plans Participants Total Assets
2022 1 114 $5M
2023 1 136 $6M
2024 1 136 $7M

Nearby Profit Sharing Plans in Massachusetts

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

Bristol Elder Services, Inc. Retirement Plan and Trust vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Bristol Elder Services, Inc. Retirement Plan and Trust, Total assets ($B): 0.006063101 · Participants: 136Bristol Elder Services, Inc. Retirement Plan and TrustConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 14.924829262 · Participants: 74212Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.003886994 · Participants: 12622Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.788456235 · Participants: 4630Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.679151027 · Participants: 6360The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.616742666 · Participants: 2868Sheet Metal Workers Local 17 Annuity Income Fund
Bristol Elder Services, Inc. Retirement Plan and Trust vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Bristol Elder Services, Inc. Retirement Plan and Trust side-by-side with 3 peers →

Bristol Elder Services, Inc. Retirement Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Diecrafters, Inc. Profit Sharing Plan and Trust in IL ($6M); by covered participants it is M & F Western Products Profit Sharing Plan in TX (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Elder Services, Inc. Retirement Plan and Trust assets move in 2023? ▼
Bristol Elder Services, Inc. Retirement Plan and Trust grew sharply - up 17.6% during 2023, from $5M to $6M. Reported net income was $909K.
How have Bristol Elder Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bristol Elder Services, Inc.'s sponsor-wide assets grew 32.0%, from $5M to $7M.
Which Profit Sharing plans are similar in size to Bristol Elder Services, Inc. Retirement Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Diecrafters, Inc. Profit Sharing Plan and Trust in IL ($6M, 13 participants).
Which Profit Sharing plans cover a similar participant headcount to Bristol Elder Services, Inc. Retirement Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is M & F Western Products Profit Sharing Plan in TX (136 participants, $6M 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 042545767.

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.