401(k) · DOL Form 5500 · 2022

Burch, Porter & Johnson, PLLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
55
Participants Small participant base
80th
Percentile by assets National rank
$439,603
Avg per participant High balance/head
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Official DOL plan name: Burch, Porter & Johnson Self Employed Retirement Plan · Sponsored by Burch, Porter & Johnson, PLLC · Tennessee · Professional & Technical Services

$24M in assets, 55 participants

Burch, Porter & Johnson, PLLC's Burch, Porter & Johnson Self Employed Retirement Plan reported $24M in total assets and 55 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #17,338 in Professional & Technical Services (21,562 peers)

Where Burch, Porter & Johnson Self Employed Retirement Plan sits by assets

Burch, Porter & Johnson Self Employed Retirement Plan sits in the top quartile of all filed plans by assets, $24M for 55 participants (~$439,603/participant), down 11.8% in 2022.

#17,338
in Professional & Technical Services (21,562 peers)
-11.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Burch, Porter & Johnson Self Employed Retirement Plan's outsized position by total assets

Burch, Porter & Johnson Self Employed Retirement Plan vs every filed plan by assets

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

$24,178,179 Top 20% higher than 80% 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

Burch, Porter & Johnson Self Employed Retirement 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. Burch, Porter & Johnson Self Employed Retirement Plan is a small filing (55 participants) on this national headcount ladder.

DOL schedule card

Filing strip 620512769 · Burch, Porter & Johnson, PLLC PY 2022 · 401(k)

Burch, Porter & Johnson Self Employed Retirement Plan · $24M · 55 · 80th

  • TYPE $24M
  • TYPE 55
  • TYPE 80th
  • TYPE 401(k)
  • TYPE near Profit Sharing Plan of Bfs, Inc.
  • TYPE ind #17338

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 Tennessee →

Burch, Porter & Johnson Self Employed Retirement Plan in the asset neighbourhood

Burch, Porter & Johnson Self Employed Retirement PlanBurch, Porter & Johnson Self…$24MProfit Sharing Plan of Bfs, Inc.Profit Sharing Plan of Bfs, …$24MIndustrial Finishes & Systems, Inc. Profit Sharing 401(k) PlanIndustrial Finishes & System…$24MGreat Western Drilling Company 401(k) PlanGreat Western Drilling Compa…$24MThe Citizens Bank Profit Sharing and Savings Plan and TrustThe Citizens Bank Profit Sha…$24M
End-of-year total assets ($M) among Burch, Porter & Johnson Self Employed Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$24M
Net Income-$3M
Employer EIN620512769
Plan Effective Date1979-07-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Burch, Porter & Johnson, PLLC)

Sponsor-wide plan assets over time

All Burch, Porter & Johnson, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$31M 29.78796293964074% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.2M $31.4M ▲ +29.8%
Year Plans Participants Total Assets
2022 1 55 $24M
2023 1 59 $27M
2024 1 57 $31M

Nearby 401(k) Plans in Tennessee

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

Burch, Porter & Johnson Self Employed Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Burch, Porter & Johnson Self Employed Retirement Plan, Total assets ($B): 0.024178179 · Participants: 55Burch, Porter & Johnson Self Employed Retirement PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Burch, Porter & Johnson Self Employed Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Burch, Porter & Johnson Self Employed Retirement Plan side-by-side with 3 peers →

Burch, Porter & Johnson Self Employed Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Profit Sharing Plan of Bfs, Inc. in HI ($24M); by covered participants it is Revinate Retirement Trust in CA (55 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (55 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 Burch, Porter & Johnson Self Employed Retirement Plan assets move in 2022? ▼
Burch, Porter & Johnson Self Employed Retirement Plan pulled back noticeably - down 11.8% during 2022, from $27M to $24M. Reported net income was -$3M.
How have Burch, Porter & Johnson, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burch, Porter & Johnson, PLLC's sponsor-wide assets grew 29.8%, from $24M to $31M.
Where does Burch, Porter & Johnson Self Employed Retirement Plan rank by assets among Form 5500 filers? ▼
Burch, Porter & Johnson Self Employed Retirement Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Burch, Porter & Johnson Self Employed Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Profit Sharing Plan of Bfs, Inc. in HI ($24M, 397 participants).
Which 401(k) plans cover a similar participant headcount to Burch, Porter & Johnson Self Employed Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revinate Retirement Trust in CA (55 participants, N/A 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 620512769.

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.