Profit Sharing · DOL Form 5500 · 2024
B.F. Southgate & Company Profit Sharing Plan
Data updated 2026-08-25
- $398K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $398,000
- Avg per participant High balance/head
Official DOL plan name: B.F. Southgate & Company Retirement Plan · Sponsored by B.F. Southgate & Company · Vermont · Retail Trade
$398K in assets, 1 participants
B.F. Southgate & Company's B.F. Southgate & Company Retirement Plan reported $398K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 16th 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.
- #2,070 in Retail Trade (8,048 peers)
What the 2024 filing shows
B.F. Southgate & Company Retirement Plan holds $398K for 1 participant - about $398,000 per participant, among the smaller plans by assets on file.
- #2,070
- in Retail Trade (8,048 peers)
- $398K
- reported net income
B.F. Southgate & Company Retirement Plan among the smaller filed plans by assets
B.F. Southgate & Company Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$398,000 16th percentile higher than 16% 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
B.F. Southgate & Company Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. B.F. Southgate & Company Retirement Plan is a micro filing (1 participant), the leftmost band.
EBSA filing schedule strip
Filing strip 992636245 · B.F. Southgate & Company PY 2024 · Profit Sharing
B.F. Southgate & Company Retirement Plan · $398K · 1 · 16th
- PART $398K
- PART 1
- PART 16th
- PART Profit Sharing
- PART near Mbmt, Inc. Retirement Plan
- PART ind #2070
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 Retail Trade retirement plans → · Plans in Vermont →
B.F. Southgate & Company Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $398K |
| Net Income | $398K |
| Employer EIN | 992636245 |
| Plan Effective Date | 2024-04-27 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Vermont
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Plan for Employees of Howardcenter $110M · 1,261
- Burr and Burton Academy 403(b)Plan $30M · 176
- The Putney School 403-B Plan $21M · 88
- University of Vermont Foundation 403(b) Plan $17M · 81
- Vermont Housing & Conservation Board Profit Sharing Plan $8M · 49
B.F. Southgate & Company Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Vermont, the nearest Profit Sharing by assets is Mbmt, Inc. Retirement Plan in NC ($398K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($398K here).
- Mbmt, Inc. Retirement Plan (NC) $398K · 7
- Alan R Miller PC Profit Sharing Plan & Trust (MI) $398K · 1
- Whitehawk Retirement Plan (TX) $398K · 238
- Overland Motors Company Retirement Plan (TN) $398K · 1
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.