Profit Sharing · DOL Form 5500 · 2022

Burgess Enterprises Inc. Profit Sharing Plan

Data updated 2026-08-25

$456K
Total assets Small plan by assets
2
Participants Small participant base
17th
Percentile by assets National rank
$228,102
Avg per participant Above avg balance/head
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Official DOL plan name: Burgess Enterprises Inc. Retirement Plan · Sponsored by Burgess Enterprises Inc. · Georgia · Other Services

$456K in assets, 2 participants

Burgess Enterprises Inc.'s Burgess Enterprises Inc. Retirement Plan reported $456K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 17th 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.

  • #3,119 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Burgess Enterprises Inc. Retirement Plan ranks #3,119 of 8,398 2022 filers by assets (4399% of the sector average)-$456K for 2 participants.

#3,119
in Other Services (8,398 peers)
-2.2%
assets change YoY

The plan reported a net loss of $10K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Burgess Enterprises Inc. Retirement Plan among the smaller filed plans by assets

Burgess Enterprises Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$456,203 17th percentile higher than 17% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Burgess Enterprises Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burgess Enterprises Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 900882973 · Burgess Enterprises Inc. PY 2022 · Profit Sharing

Burgess Enterprises Inc. Retirement Plan · $456K · 2 · 17th

  • NET $456K
  • NET 2
  • NET 17th
  • NET Profit Sharing
  • NET near Shobha Parikh Dental Corp Dba Evergreen Dental Office
  • NET ind #3119

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 Other Services retirement plans → · Plans in Georgia →

Burgess Enterprises Inc. Retirement Plan in the asset neighbourhood

Burgess Enterprises Inc. Retirement PlanBurgess Enterprises Inc. Ret…$456KShobha Parikh Dental Corp Dba Evergreen Dental OfficeShobha Parikh Dental Corp Db…$456KIndustrial Fittings and Valves, Inc. Profit Sharing PlanIndustrial Fittings and Valv…$456KFee Agricultural Inc. Pension Transfer Trust PlanFee Agricultural Inc. Pensio…$456KOmgx4 Development, Inc. Profit Sharing PlanOmgx4 Development, Inc. Prof…$456K
End-of-year total assets ($M) among Burgess Enterprises Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$467K
Net Assets (End of Year)$456K
Net Income-$10K
Employer EIN900882973
Plan Effective Date2012-08-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Burgess Enterprises Inc.)

Sponsor-wide plan assets over time

All Burgess Enterprises Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$460K 0.8980651157489101% vs 2022
2024 filing year
$0.45M$0.45M$0.46M$0.46M$0.47M 202220232024 $0.46M $0.46M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 2 $456K
2023 1 2 $452K
2024 1 2 $460K

Nearby Profit Sharing Plans in Georgia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Burgess Enterprises Inc. Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Burgess Enterprises Inc. Retirement Plan, Total assets ($B): 0.000456203 · Participants: 2Burgess Enterprises Inc. Retirement PlanEmory University Retirement Plan, Total assets ($B): 4.223392883 · Participants: 18872Emory University Retirement PlanEmory Healthcare, Inc. Retirement Savings and Matching Plan, Total assets ($B): 2.067818113 · Participants: 21075Emory Healthcare, Inc. Retirement Savings and Matching PlanThe Emory Clinic, Inc. Retirement Savings Plan, Total assets ($B): 0.700061306 · Participants: 2621The Emory Clinic, Inc. Retirement Savings PlanChildrens Healthcare of Atlanta Growth Plan, Total assets ($B): 0.287686808 · Participants: 11691Childrens Healthcare of Atlanta Growth PlanSoutheast Georgia Health System, Inc. 403(b) Retirement Savings Plan, Total assets ($B): 0.154098726 · Participants: 2400Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan
Burgess Enterprises Inc. Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants
Compare Burgess Enterprises Inc. Retirement Plan side-by-side with 3 peers →

Burgess Enterprises Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Georgia, the nearest Profit Sharing by assets is Shobha Parikh Dental Corp Dba Evergreen Dental Office in CA ($456K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Burgess Enterprises Inc. Retirement Plan assets move in 2022? ▼
Burgess Enterprises Inc. Retirement Plan edged down modestly - down 2.2% during 2022, from $467K to $456K. Reported net income was -$10K.
How have Burgess Enterprises Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burgess Enterprises Inc.'s sponsor-wide assets grew 0.9%, from $456K to $460K.
Where does Burgess Enterprises Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Burgess Enterprises Inc. Retirement Plan ranks in the 17th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Burgess Enterprises Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Shobha Parikh Dental Corp Dba Evergreen Dental Office in CA ($456K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Burgess Enterprises Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 900882973.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.