401(k) · DOL Form 5500 · 2022

Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
34
Participants Small participant base
55th
Percentile by assets National rank
$179,511
Avg per participant Above avg balance/head
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Official DOL plan name: Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan · Sponsored by Burt, Blee, Dixon, Sutton & Bloom, LLP · Indiana · Professional & Technical Services

$6M in assets, 34 participants

Burt, Blee, Dixon, Sutton & Bloom, LLP's Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan reported $6M in total assets and 34 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #11,367 in Professional & Technical Services (21,562 peers)

Burt, Blee, Dixon, Sutton & Bloom, LLP multi-year trail

Burt, Blee, Dixon, Sutton & Bloom, LLP's plans moved +45.9% in assets from 2022 to 2024; this filing shows Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan at $6M / 34 participants.

#11,367
in Professional & Technical Services (21,562 peers)
-9.8%
assets change YoY

The plan reported a net loss of $660K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan vs every filed plan by assets

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

$6,103,385 Top 45% higher than 55% 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

Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan is a small filing (34 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 351462179 · Burt, Blee, Dixon, Sutton & Bloom, LLP PY 2022 · 401(k)

Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan · $6M · 34 · 55th

  • EIN $6M
  • EIN 34
  • EIN 55th
  • EIN 401(k)
  • EIN near Zennify 401(k) Plan
  • EIN ind #11367

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 Professional & Technical Services retirement plans → · Plans in Indiana →

Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan in the asset neighbourhood

Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) PlanBurt, Blee, Dixon, Sutton & …$6MZennify 401(k) Plan$6MPriestly Fraternity of Saint Peter 401(k) Profit Sharing Plan & TrustPriestly Fraternity of Saint…$6MAxley & Rode, Cpa's 401(k) PlanAxley & Rode, Cpa's 401(k) P…$6MCenters for Foot and Ankle Care, Ltd. Profit Sharing PlanCenters for Foot and Ankle C…$6M
End-of-year total assets ($M) among Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Burt, Blee, Dixon, Sutton & Bloom, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Burt, Blee, Dixon, Sutton & Bloom, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$9M 45.85930594252206% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $6.1M $8.9M ▲ +45.9%
Year Plans Participants Total Assets
2022 1 34 $6M
2023 1 44 $7M
2024 1 43 $9M

Burt, Blee, Dixon, Sutton & Bloom, LLP filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$660K
Employer EIN351462179
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan, Total assets ($B): 0.006103385 · Participants: 34Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan side-by-side with 3 peers →

Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Zennify 401(k) Plan in ID ($6M); by covered participants it is Taylor Automotive Group 401(k) Plan in TN (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 participants); asset peers above are excluded.

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 Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan assets move in 2022? ▼
Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan pulled back noticeably - down 9.8% during 2022, from $7M to $6M. Reported net income was -$660K.
How have Burt, Blee, Dixon, Sutton & Bloom, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burt, Blee, Dixon, Sutton & Bloom, LLP's sponsor-wide assets grew 45.9%, from $6M to $9M.
Which 401(k) plans are similar in size to Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zennify 401(k) Plan in ID ($6M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Taylor Automotive Group 401(k) Plan in TN (34 participants, $3M 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 351462179.

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.