Profit Sharing · DOL Form 5500 · 2024

John W. Bristol & Co. Inc. Profit Sharing Plan

Data updated 2026-07-24

$118M
Total assets: 19
Participants: 92nd
Percentile by assets: $6.2M
Avg per participant

Official DOL plan name: John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan · Sponsored by John W. Bristol & Co. Inc. · New York · Finance & Insurance

$118M in assets, 19 participants

John W. Bristol & Co. Inc.'s John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan reported $118M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

92nd percentile by assets (of 116,472 plans)

Where John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan sits by assets

John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan sits in the top 10% of all filed plans by assets, $118M for 19 participants (~$6.2M/participant), up 15.5% in 2024.

$118M
total plan assets (2024 EOY): 19
covered participants: 92nd
percentile by assets (of 116,472 plans): $6.2M
avg assets per participant

John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan reported net income fell from $21M in the plan year 2023 filing to $16M in the plan year 2024 filing.
John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan end-of-year assets rose from $102M in the plan year 2023 filing to $118M in the plan year 2024 filing.
John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan reported participants fell from 20 in the plan year 2023 filing to 19 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Finance & Insurance

John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan vs the 2024 asset distribution

By assets, John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan outranks 92% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.2x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$102M
Net Assets (End of Year)	$118M
Net Income	$16M
Employer EIN	132944656
Plan Effective Date	1959-01-02
Filing Status	FILING RECEIVED

Sponsor Plan History (John W. Bristol & Co. Inc.)

Total plan assets by year, all John W. Bristol & Co. Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	38	$82M
2023	2	21	$102M
2024	1	19	$118M

Nearby Profit Sharing Plans in New York

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

John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Mason Tenders District Council Annuity Fund $944M · 11,824

Compare John W. Bristol & Co. Inc. Employees Pro… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan by total assets, not by location.

Beloit Health System 403(b) Plan (WI) $118M · 1,639
Anson Industries Inc. Profit Sharing Plan (IL) $118M · 238
Healthalliance Partnership Retirement Savings Plan (MA) $117M · 1,402
Rio Tinto Alcan 401(k) Savings Plan for Former Employees (UT) $119M · N/A

Frequently Asked Questions

How did John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan assets move in 2024? ▼

John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan grew sharply - up 15.5% during 2024, from $102M to $118M. Reported net income was $16M.

How have John W. Bristol & Co. Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), John W. Bristol & Co. Inc.'s sponsor-wide assets grew 43.4%, from $82M to $118M.

Where does John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼

John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan ranks in the 92nd percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which Profit Sharing plans are similar in size to John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Beloit Health System 403(b) Plan in WI ($118M, 1,639 participants).

Next read for John W. Bristol & Co. Inc. Employees Pro…

Scale reading

Ways to act on John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan's numbers.

By total assets, John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
John W. Bristol & Co. Inc.'s sponsor-wide assets have grown 43.4% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 132944656.

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.