Profit Sharing · DOL Form 5500 · 2024
Bristol Aging & Wellness, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 136
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $50,033
- Avg per participant Low balance/head
Official DOL plan name: Bristol Aging & Wellness, Inc. Retirement Plan · Sponsored by Bristol Aging & Wellness, Inc. · Massachusetts · Healthcare & Social Assistance
$7M in assets, 136 participants
Bristol Aging & Wellness, Inc.'s Bristol Aging & Wellness, Inc. Retirement Plan reported $7M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.
- #8,829 in Healthcare & Social Assistance (16,916 peers)
Coverage in Massachusetts
Bristol Aging & Wellness, Inc. Retirement Plan covers 136 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $7M.
- #8,829
- in Healthcare & Social Assistance (16,916 peers)
- +12.2%
- assets growth YoY
Bristol Aging & Wellness, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Bristol Aging & Wellness, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,804,492 48th percentile higher than 48% 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
Bristol Aging & Wellness, Inc. Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bristol Aging & Wellness, Inc. Retirement Plan sits mid-pack in the medium band (136 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bristol Aging & Wellness, Inc. Retirement Plan reported net income fell from $909K in the plan year 2023 filing to $741K in the plan year 2024 filing.
- Bristol Aging & Wellness, Inc. Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 042545767 · Bristol Aging & Wellness, Inc. PY 2024 · Profit Sharing
Bristol Aging & Wellness, Inc. Retirement Plan · $7M · 136 · 48th
- VS-ST $7M
- VS-ST 136
- VS-ST 48th
- VS-ST Profit Sharing
- VS-ST near C.D.M., LLC Profit Sharing Plan
- VS-ST ind #8829
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 Massachusetts →
Bristol Aging & Wellness, Inc. Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $741K |
| Employer EIN | 042545767 |
| Plan Effective Date | 1981-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bristol Aging & Wellness, Inc.)
Sponsor-wide plan assets over time
All Bristol Aging & Wellness, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 32.00156667779533% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 114 | $5M |
| 2023 | 1 | 136 | $6M |
| 2024 | 1 | 136 | $7M |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $16.7B · 76,559
- Demoulas (Restated) Profit Sharing Plan & Trust $1.1B · 14,037
- Dana-Farber Cancer Institute Retirement Plan $930M · 5,518
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $686M · 6,385
- Sheet Metal Workers Local 17 Annuity Income Fund $656M · 3,065
Bristol Aging & Wellness, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Massachusetts, the nearest Profit Sharing by assets is C.D.M., LLC Profit Sharing Plan in MN ($7M); by covered participants it is Campofresco Corp. Retirement Plan in PR (136 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 (136 participants); asset peers above are excluded.
- Campofresco Corp. Retirement Plan (PR) 136 · 0 off
- Gary G. Day Construction Co., Inc. Profit Sharing Plan and Trust (NV) 136 · 0 off
- Allegheny Mineral Company Employee Profit Sharing Plan (PA) 136 · 0 off
- Handel Profit Sharing Plan (NY) 136 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.