Profit Sharing · DOL Form 5500 · 2023
Barto Funeral Homes, Ltd Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $909,692
- Avg per participant High balance/head
Official DOL plan name: Barto Funeral Homes Ltd Employees Profit Sharing Plan · Sponsored by Barto Funeral Homes, Ltd · Illinois · Other Services
$3M in assets, 3 participants
Barto Funeral Homes, Ltd's Barto Funeral Homes Ltd Employees Profit Sharing Plan reported $3M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.
- #4,598 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Barto Funeral Homes Ltd Employees Profit Sharing Plan ranks #4,598 of 7,857 2023 filers by assets (735% of the sector average)-$3M for 3 participants.
- #4,598
- in Other Services (7,857 peers)
- +7.3%
- assets growth YoY
Barto Funeral Homes Ltd Employees Profit Sharing Plan's mid-pack asset rank among Other Services and all filers
Barto Funeral Homes Ltd Employees Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,729,077 34th percentile higher than 34% 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
Barto Funeral Homes Ltd Employees 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. Barto Funeral Homes Ltd Employees Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Barto Funeral Homes Ltd Employees Profit Sharing Plan reported net income fell from $209K in the plan year 2022 filing to $186K in the plan year 2023 filing.
- Barto Funeral Homes Ltd Employees Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
DOL schedule card
Filing strip 362886236 · Barto Funeral Homes, Ltd PY 2023 · Profit Sharing
Barto Funeral Homes Ltd Employees Profit Sharing Plan · $3M · 3 · 34th
- IND $3M
- IND 3
- IND 34th
- IND Profit Sharing
- IND near Jk Design, Inc. Profit Sharing Plan
- IND ind #4598
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 Other Services retirement plans → · Plans in Illinois →
Barto Funeral Homes Ltd Employees Profit Sharing Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $186K |
| Employer EIN | 362886236 |
| Plan Effective Date | 1976-08-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Barto Funeral Homes, Ltd)
Sponsor-wide plan assets over time
All Barto Funeral Homes, Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 18.49459633877914% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $3M |
| 2023 | 1 | 3 | $3M |
| 2024 | 1 | 3 | $3M |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.5B · 18,524
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.2B · 23,108
- Mcmaster-Carr Supply Company Profit Sharing Trust $2.7B · 4,366
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.8B · 16,214
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.2B · 15,604
Barto Funeral Homes Ltd Employees Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is Jk Design, Inc. Profit Sharing Plan in NJ ($3M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.