401(k) · DOL Form 5500 · 2022

Burton Corporation 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
466
Participants Below avg headcount
90th
Percentile by assets National rank
$135,664
Avg per participant Near avg balance/head
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Official DOL plan name: Burton 401(k) Incentive Savings Plan · Sponsored by Burton Corporation · Vermont · Wholesale Trade

$63M in assets, 466 participants

Burton Corporation's Burton 401(k) Incentive Savings Plan reported $63M in total assets and 466 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #6,247 in Wholesale Trade (6,843 peers)

Where Burton 401(k) Incentive Savings Plan sits by assets

Burton 401(k) Incentive Savings Plan sits in the top 10% of all filed plans by assets, $63M for 466 participants (~$135,664/participant), down 16.8% in 2022.

#6,247
in Wholesale Trade (6,843 peers)
-16.8%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Burton 401(k) Incentive Savings Plan's outsized position by total assets

Burton 401(k) Incentive Savings Plan vs every filed plan by assets

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

$63,219,554 Top 10% higher than 90% 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

Burton 401(k) Incentive Savings 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. Burton 401(k) Incentive Savings Plan sits mid-pack in the medium band (466 participants).

DOL schedule card

Filing strip 030269736 · Burton Corporation PY 2022 · 401(k)

Burton 401(k) Incentive Savings Plan · $63M · 466 · 90th

  • VS-ST $63M
  • VS-ST 466
  • VS-ST 90th
  • VS-ST 401(k)
  • VS-ST near Physicians Network Medical Group 401(k) Plan
  • VS-ST ind #6247

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 Wholesale Trade retirement plans → · Plans in Vermont →

Burton 401(k) Incentive Savings Plan in the asset neighbourhood

Gic 401(k) Plan$63MBurton 401(k) Incentive Savings PlanBurton 401(k) Incentive Savi…$63MPhysicians Network Medical Group 401(k) PlanPhysicians Network Medical G…$63MBabst Calland Clements & Zomnir, P.C. Profit Sharing 401(k) Plan IBabst Calland Clements & Zom…$63MMagnetar Capital LLC Profit Sharing and 401(k) PlanMagnetar Capital LLC Profit …$63M
End-of-year total assets ($M) among Burton 401(k) Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$63M
Net Income-$13M
Employer EIN030269736
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burton Corporation)

Sponsor-wide plan assets over time

All Burton Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$87M 37.20150572400432% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $63.2M $86.7M ▲ +37.2%
Year Plans Participants Total Assets
2022 1 466 $63M
2023 1 501 $77M
2024 1 495 $87M

Nearby 401(k) Plans in Vermont

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

Burton 401(k) Incentive Savings Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants Burton 401(k) Incentive Savings Plan, Total assets ($B): 0.063219554 · Participants: 466Burton 401(k) Incentive Savings PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.648944074 · Participants: 8856The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.259900906 · Participants: 1153National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.196446196 · Participants: 512Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.131415774 · Participants: 515Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.114229826 · Participants: 380Incentive Retirement Plan for Employees of PC Construction Company
Burton 401(k) Incentive Savings Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Burton 401(k) Incentive Savings Plan side-by-side with 3 peers →

Burton 401(k) Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Physicians Network Medical Group 401(k) Plan in CA ($63M); by covered participants it is Doctors of Physical Therapy 401(k) Plan in IL (466 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (466 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 Burton 401(k) Incentive Savings Plan assets move in 2022? ▼
Burton 401(k) Incentive Savings Plan declined sharply - down 16.8% during 2022, from $76M to $63M. Reported net income was -$13M.
How have Burton Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burton Corporation's sponsor-wide assets grew 37.2%, from $63M to $87M.
Where does Burton 401(k) Incentive Savings Plan rank by assets among Form 5500 filers? ▼
Burton 401(k) Incentive Savings Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Burton 401(k) Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Physicians Network Medical Group 401(k) Plan in CA ($63M, 529 participants).
Which 401(k) plans cover a similar participant headcount to Burton 401(k) Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Doctors of Physical Therapy 401(k) Plan in IL (466 participants, $6M 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 030269736.

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.