Profit Sharing · DOL Form 5500 · 2024
Batterman Law Offices Profit Sharing Plan
Data updated 2026-08-25
- $790K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $394,828
- Avg per participant High balance/head
Official DOL plan name: Batterman Law Offices, P.C. 401(k) Profit Sharing · Sponsored by Batterman Law Offices · Montana · Professional & Technical Services
$790K in assets, 2 participants
Batterman Law Offices's Batterman Law Offices, P.C. 401(k) Profit Sharing reported $790K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.
- #3,294 in Professional & Technical Services (20,173 peers)
Batterman Law Offices multi-year trail
Batterman Law Offices's plans moved +51.8% in assets from 2022 to 2024; this filing shows Batterman Law Offices, P.C. 401(k) Profit Sharing at $790K / 2 participants.
- #3,294
- in Professional & Technical Services (20,173 peers)
- +31.4%
- assets growth YoY
Batterman Law Offices, P.C. 401(k) Profit Sharing among the smaller filed plans by assets
Batterman Law Offices, P.C. 401(k) Profit Sharing vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$789,656 21st percentile higher than 21% 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
Batterman Law Offices, P.C. 401(k) Profit Sharing among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Batterman Law Offices, P.C. 401(k) Profit Sharing is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2024
- Batterman Law Offices, P.C. 401(k) Profit Sharing reported net income rose from -$52K in the plan year 2022 filing to $189K in the plan year 2024 filing.
- Batterman Law Offices, P.C. 401(k) Profit Sharing end-of-year assets rose from $520K in the plan year 2022 filing to $790K in the plan year 2024 filing.
- Batterman Law Offices, P.C. 401(k) Profit Sharing reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 201147870 · Batterman Law Offices PY 2024 · Profit Sharing
Batterman Law Offices, P.C. 401(k) Profit Sharing · $790K · 2 · 21st
- RANK $790K
- RANK 2
- RANK 21st
- RANK Profit Sharing
- RANK near Sb Cares, Inc. Profit Sharing Plan
- RANK ind #3294
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 Montana →
Batterman Law Offices, P.C. 401(k) Profit Sharing in the asset neighbourhood
Batterman Law Offices multi-year asset trail
Sponsor-wide plan assets over time
All Batterman Law Offices plans reported in each filing year
- Latest sponsor-wide plan assets
- $790K 51.821887256786894% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $520K |
| 2024 | 1 | 2 | $790K |
Batterman Law Offices filing trail (2024)
| Total Assets (Beginning of Year) | $601K |
|---|---|
| Net Assets (End of Year) | $790K |
| Net Income | $189K |
| Employer EIN | 201147870 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Montana
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan $30M · 147
- Barrett Hospital Development Corporation 403(b) Plan $19M · 227
- Okeefe Drilling Company Profit-Sharing Trust $18M · 24
- Langlas & Associates, Inc. Profit Sharing Plan $18M · 194
- Cabinet Peaks Medical Center Personal Retirement Plan $15M · 296
Batterman Law Offices, P.C. 401(k) Profit Sharing's out-of-state Profit Sharing peers by assets and headcount
Outside Montana, the nearest Profit Sharing by assets is Sb Cares, Inc. Profit Sharing Plan in AZ ($789K); 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 ($790K here).
- Sb Cares, Inc. Profit Sharing Plan (AZ) $789K · 7
- Garrison Manufacturing, Inc. Retirement Plan (CA) $790K · 24
- It's a Dogs Life Mi, Inc. Retirement Plan (MI) $791K · 3
- Midstate Telephone Company Pension Plan (ND) $789K · N/A
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.