401(k) · DOL Form 5500 · 2024
B T O Management Corporation 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 69
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $97,354
- Avg per participant Below avg balance/head
Official DOL plan name: Safe-Harbor 401(k) Profit-Sharing Plan for Employees of B.T.O. Management Corporation · Sponsored by B T O Management Corporation · Florida · Food Services & Accommodation
$7M in assets, 69 participants
B T O Management Corporation's Safe-Harbor 401(k) Profit-Sharing Plan for Employees of B.T.O. Management Corporation reported $7M in total assets and 69 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #2,931 in Food Services & Accommodation (3,672 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Safe-Harbor 401(k) Profit-Sharing Plan for Employees of B.T.O. Management Corporation ranks #2,931 of 3,672 2024 filers by assets (291% of the sector average)-$7M for 69 participants.
- #2,931
- in Food Services & Accommodation (3,672 peers)
- -5.8%
- assets change YoY
The plan reported a net loss of $417K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Safe-Harbor 401(k) Profit-Sharing Plan for Employees of B.T.O. Management Corporation's mid-pack asset rank among Food Services & Accommodation and all filers
Safe-Harbor 401(k) Profit-Sharing Plan for Employees of B.T.O. Management Corporation vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,717,443 47th percentile higher than 47% 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
Safe-Harbor 401(k) Profit-Sharing Plan for Employees of B.T.O. Management Corporation among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Safe-Harbor 401(k) Profit-Sharing Plan for Employees of B.T.O. Management Corporation is a small filing (69 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Safe-Harbor 401(k) Profit-Sharing Plan for Employees of B.T.O. Management Corporation reported net income fell from $1M in the plan year 2023 filing to -$417K in the plan year 2024 filing.
- Safe-Harbor 401(k) Profit-Sharing Plan for Employees of B.T.O. Management Corporation reported participants rose from 48 in the plan year 2023 filing to 69 in the plan year 2024 filing.
- Safe-Harbor 401(k) Profit-Sharing Plan for Employees of B.T.O. Management Corporation end-of-year assets fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
DOL schedule card
Filing strip 592071534 · B T O Management Corporation PY 2024 · 401(k)
Safe-Harbor 401(k) Profit-Sharing Plan for Employees of B.T.O. Management Corporation · $7M · 69 · 47th
- RANK $7M
- RANK 69
- RANK 47th
- RANK 401(k)
- RANK near Dicar, Inc. 401(k) Plan
- RANK ind #2931
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 Food Services & Accommodation retirement plans → · Plans in Florida →
Safe-Harbor 401(k) Profit-Sharing Plan for Employees of B.T.O. Management Corporation in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$417K |
| Employer EIN | 592071534 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (B T O Management Corporation)
Sponsor-wide plan assets over time
All B T O Management Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 10.476937137225937% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 58 | $6M |
| 2023 | 1 | 48 | $7M |
| 2024 | 1 | 69 | $7M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Safe-Harbor 401(k) Profit-Sharing Plan for Employees of B.T.O. Management Corporation's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Dicar, Inc. 401(k) Plan in NJ ($7M); by covered participants it is Brinton Woods 401(k) Profit Sharing Plan in MD (69 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (69 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.