Profit Sharing · DOL Form 5500 · 2024
John W. Bristol & Co. Inc. Profit Sharing Plan
Data updated 2026-08-25
- $118M
- Total assets Near avg plan size
- 19
- Participants Small participant base
- 92nd
- Percentile by assets National rank
- $6.2M
- Avg per participant High balance/head
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.
- #7,427 in Finance & Insurance (8,549 peers)
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.
- #7,427
- in Finance & Insurance (8,549 peers)
- +15.5%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan's outsized position by total assets
John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$117,897,940 Top 8% higher than 92% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan is a small filing (19 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
DOL schedule card
Filing strip 132944656 · John W. Bristol & Co. Inc. PY 2024 · Profit Sharing
John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan · $118M · 19 · 92nd
- EOY $118M
- EOY 19
- EOY 92nd
- EOY Profit Sharing
- EOY near Beloit Health System 403(b) Plan
- EOY ind #7427
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 Finance & Insurance retirement plans → · Plans in New York →
John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All John W. Bristol & Co. Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $118M 43.38313866309974% vs 2022
- 2024 filing year
| 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.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- 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
John W. Bristol & Co. Inc. Employees Profit Sharing Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Beloit Health System 403(b) Plan in WI ($118M); by covered participants it is V Dudziak Inc. Retirement Plan in CA (19 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($118M here).
- Beloit Health System 403(b) Plan (WI) $118M · 1,639
- Anson Industries Inc. Profit Sharing Plan (IL) $118M · 238
- The Agma Retirement Plan (PA) $117M · 8,463
- Healthalliance Partnership Retirement Savings Plan (MA) $117M · 1,402
Similar participant headcount
Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.
- V Dudziak Inc. Retirement Plan (CA) 19 · 0 off
- Porter Auto Body Charleston, Inc. Profit Sharing (IL) 19 · 0 off
- Imperial Custom Cabinets, Inc. Profit Sharing Plan (CA) 19 · 0 off
- Bossert Logistics Inc Retirement Plan (SC) 19 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.