ESOP · DOL Form 5500 · 2022

Burwood Group, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
144
Participants Small participant base
60th
Percentile by assets National rank
$55,363
Avg per participant Low balance/head
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Official DOL plan name: Burwood Group, Inc. Employee Stock Ownership Plan · Sponsored by Burwood Group, Inc. · Illinois · Professional & Technical Services

$8M in assets, 144 participants

Burwood Group, Inc.'s Burwood Group, Inc. Employee Stock Ownership Plan reported $8M in total assets and 144 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #12,604 in Professional & Technical Services (21,562 peers)

Coverage in Illinois

Burwood Group, Inc. Employee Stock Ownership Plan covers 144 participants in Illinois, about 18% of the average Illinois filer (state average ~779 per filing). Assets: $8M.

#12,604
in Professional & Technical Services (21,562 peers)
-22.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Burwood Group, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Burwood Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$7,972,233 Top 40% higher than 60% 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

Burwood Group, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burwood Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (144 participants).

DOL schedule card

Filing strip 364180073 · Burwood Group, Inc. PY 2022 · ESOP

Burwood Group, Inc. Employee Stock Ownership Plan · $8M · 144 · 60th

  • TYPE $8M
  • TYPE 144
  • TYPE 60th
  • TYPE ESOP
  • TYPE near Charter Roofing Co., Inc. Employee Stock Ownership Plan
  • TYPE ind #12604

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 What is an ESOP? → · Plans in Illinois →

Burwood Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Plains Ag Employee Stock Ownership PlanPlains Ag Employee Stock Own…$8MCharter Roofing Co., Inc. Employee Stock Ownership PlanCharter Roofing Co., Inc. Em…$8MLite Star ESOP$8MBurwood Group, Inc. Employee Stock Ownership PlanBurwood Group, Inc. Employee…$8MParamount Coffee Employee Stock Ownership PlanParamount Coffee Employee St…$8M
End-of-year total assets ($M) among Burwood Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN364180073
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burwood Group, Inc.)

Sponsor-wide plan assets over time

All Burwood Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 3.538780589522879% vs 2022
2024 filing year
$26.5M$27M$27.5M$28M 202220232024 $26.9M $27.8M ▲ +3.5%
Year Plans Participants Total Assets
2022 2 354 $27M
2023 2 351 $28M
2024 2 385 $28M

Nearby ESOP Plans in Illinois

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

Burwood Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Burwood Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.007972233 · Participants: 144Burwood Group, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.751765578 · Participants: 4361Amsted Industries Incorporated Employees' Stock Ownership PlanOri 401(k) Savings and Profit Sharing Plan, Total assets ($B): 1.70457972 · Participants: 10023Ori 401(k) Savings and Profit Sharing PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.163229548 · Participants: 3905Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 0.970067277 · Participants: 495Scot Forge Company Employee Stock Ownership PlanRli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.341695997 · Participants: 826Rli Corp. Employee Stock Ownership Plan
Burwood Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Burwood Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Burwood Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Charter Roofing Co., Inc. Employee Stock Ownership Plan in TX ($8M); by covered participants it is Erickson-Hall Holding Co. Employee Stock Ownership Plan in CA (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Burwood Group, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Burwood Group, Inc. Employee Stock Ownership Plan declined sharply - down 22.7% during 2022, from $10M to $8M. Reported net income was -$2M.
How have Burwood Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burwood Group, Inc.'s sponsor-wide assets grew 3.5%, from $27M to $28M.
Which ESOP plans are similar in size to Burwood Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Charter Roofing Co., Inc. Employee Stock Ownership Plan in TX ($8M, 19 participants).
Which ESOP plans cover a similar participant headcount to Burwood Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Erickson-Hall Holding Co. Employee Stock Ownership Plan in CA (144 participants, $50M 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 364180073.

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.