Profit Sharing · DOL Form 5500 · 2024

William R. Bunt Profit Sharing Plan

Data updated 2026-08-25

$651K
Total assets Small plan by assets
2
Participants Small participant base
20th
Percentile by assets National rank
$325,264
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: William R. Bunt Profit Sharing Plan · Sponsored by William R. Bunt · Pennsylvania · Professional & Technical Services

$651K in assets, 2 participants

William R. Bunt's William R. Bunt Profit Sharing Plan reported $651K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,037 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

William R. Bunt Profit Sharing Plan holds $651K for 2 participants - about $325,264 per participant, among the smaller plans by assets on file.

#3,037
in Professional & Technical Services (20,173 peers)
+2.5%
assets growth YoY

William R. Bunt Profit Sharing Plan among the smaller filed plans by assets

William R. Bunt Profit Sharing Plan vs every filed plan by assets

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

$650,527 20th percentile higher than 20% 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

William R. Bunt Profit Sharing 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. William R. Bunt Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • William R. Bunt Profit Sharing Plan reported net income rose from $7K in the plan year 2023 filing to $16K in the plan year 2024 filing.
  • William R. Bunt Profit Sharing Plan end-of-year assets rose from $635K in the plan year 2023 filing to $651K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 232005058 · William R. Bunt PY 2024 · Profit Sharing

William R. Bunt Profit Sharing Plan · $651K · 2 · 20th

  • RANK $651K
  • PHOTO 2
  • IND 20th
  • EOY Profit Sharing
  • 5500 near Royale Stakes Inc. Retirement Plan
  • ASSETS ind #3037

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

William R. Bunt Profit Sharing Plan in the asset neighbourhood

William R. Bunt Profit Sharing PlanWilliam R. Bunt Profit Shari…$651KRoyale Stakes Inc. Retirement PlanRoyale Stakes Inc. Retiremen…$650KElliott Markets Inc. Retirement PlanElliott Markets Inc. Retirem…$651KPioneer Northern Inc. Retirement PlanPioneer Northern Inc. Retire…$650KLarry L Cavalena Profit SharingLarry L Cavalena Profit Shar…$650K
End-of-year total assets ($M) among William R. Bunt Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$635K
Net Assets (End of Year)$651K
Net Income$16K
Employer EIN232005058
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (William R. Bunt)

Sponsor-wide plan assets over time

All William R. Bunt plans reported in each filing year

Latest sponsor-wide plan assets
$651K 3.6258791108137602% vs 2022
2024 filing year
$0.62M$0.63M$0.64M$0.65M$0.66M 202220232024 $0.63M $0.65M ▲ +3.2%
Year Plans Participants Total Assets
2022 1 2 $628K
2023 1 2 $635K
2024 1 2 $651K

Nearby Profit Sharing Plans in Pennsylvania

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

William R. Bunt Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants William R. Bunt Profit Sharing Plan, Total assets ($B): 0.000650527 · Participants: 2William R. Bunt Profit Sharing PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.245462462 · Participants: 14807Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.995663035 · Participants: 21954University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.259021509 · Participants: 3927International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.876135705 · Participants: 10394Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.781454632 · Participants: 2477Morgan, Lewis & Bockius LLP Defined Contribution Plan
William R. Bunt Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare William R. Bunt Profit Sharing Plan side-by-side with 3 peers →

William R. Bunt Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Royale Stakes Inc. Retirement Plan in NC ($650K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($651K here).

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 William R. Bunt Profit Sharing Plan assets move in 2024? ▼
William R. Bunt Profit Sharing Plan edged up modestly - up 2.5% during 2024, from $635K to $651K. Reported net income was $16K.
How have William R. Bunt plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William R. Bunt's sponsor-wide assets grew 3.6%, from $628K to $651K.
Where does William R. Bunt Profit Sharing Plan rank by assets among Form 5500 filers? ▼
William R. Bunt Profit Sharing Plan ranks in the 20th 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 Profit Sharing plans are similar in size to William R. Bunt Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Royale Stakes Inc. Retirement Plan in NC ($650K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to William R. Bunt Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 232005058.

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.