Profit Sharing · DOL Form 5500 · 2024
Butler-Whatley Enterprises Inc Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 28th
- Percentile by assets National rank
Official DOL plan name: Butler-Whatley Enterprises Inc Retirement Plan · Sponsored by Butler-Whatley Enterprises Inc · Texas · Healthcare & Social Assistance
$2M in assets, N/A participants
Butler-Whatley Enterprises Inc's Butler-Whatley Enterprises Inc Retirement Plan reported $2M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.
- #4,199 in Healthcare & Social Assistance (16,916 peers)
Butler-Whatley Enterprises Inc multi-year trail
Butler-Whatley Enterprises Inc's plans moved +18.6% in assets from 2022 to 2024; this filing shows Butler-Whatley Enterprises Inc Retirement Plan at $2M / N/A participants.
- #4,199
- in Healthcare & Social Assistance (16,916 peers)
- +0.3%
- assets growth YoY
Butler-Whatley Enterprises Inc Retirement Plan among the smaller filed plans by assets
Butler-Whatley Enterprises Inc Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,660,489 28th percentile higher than 28% 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
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Butler-Whatley Enterprises Inc Retirement Plan reported net income fell from $256K in the plan year 2023 filing to $5K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 474805787 · Butler-Whatley Enterprises Inc PY 2024 · Profit Sharing
Butler-Whatley Enterprises Inc Retirement Plan · $2M · N/A · 28th
- BOOK $2M
- BOOK N/A
- BOOK 28th
- BOOK Profit Sharing
- BOOK near The Goldmoor Inn & Resort Inc. Retirement Plan
- BOOK ind #4199
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 Healthcare & Social Assistance retirement plans → · Plans in Texas →
Butler-Whatley Enterprises Inc Retirement Plan in the asset neighbourhood
Butler-Whatley Enterprises Inc multi-year asset trail
Sponsor-wide plan assets over time
All Butler-Whatley Enterprises Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 18.642034497516754% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $1M |
| 2023 | 1 | N/A | $2M |
| 2024 | 1 | N/A | $2M |
Butler-Whatley Enterprises Inc filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $5K |
| Employer EIN | 474805787 |
| Plan Effective Date | 2015-08-17 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Baylor College of Medicine Retirement Plan $2.0B · 10,721
- H-E-B Partner Stock Plan $1.6B · 103,962
- The Defined Contribution Plan of the Methodist Hospital $1.1B · 31,848
- American Heart Association, Inc. Qualified Retirement Plan $514M · 3,779
- Haynes and Boone Investment Directed Profit Sharing Plan $310M · 1,069
Butler-Whatley Enterprises Inc Retirement Plan's closest out-of-state Profit Sharing peers by assets
Outside Texas, the nearest Profit Sharing by end-of-year assets is The Goldmoor Inn & Resort Inc. Retirement Plan in IL at $2M (this filing: $2M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.