401(k) · DOL Form 5500 · 2022

Burton Corporation 401(k) Plan

Data updated 2026-08-11

$63M
Total assets
466
Participants
90th
Percentile by assets
$135,664
Avg per participant
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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.

  • 90th percentile by assets (of 139,126 plans)
  • #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.

$63M
total plan assets (2022 EOY)
466
covered participants
90th
percentile by assets (of 139,126 plans)
$135,664
avg assets per participant

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.

Where Burton 401(k) Incentive Savings Plan sits 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 $2,010,000,000 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

State
Industry

Burton 401(k) Incentive Savings Plan vs the 2022 asset distribution

By assets, Burton 401(k) Incentive Savings Plan outranks 90% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

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)

$60M$70M$80M$90M 202220232024 $63.2M $86.7M ▲ +37.2%
Total plan assets by year, all Burton Corporation plans on file
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 ($B) Participants Burton 401(k) Incent…, Total assets ($B): 0.063219554 · Participants: 466Burton 401(k) Incent…The University of Ve…, Total assets ($B): 1.648944074 · Participants: 8856The University of Ve…National Life Group …, Total assets ($B): 0.259900906 · Participants: 1153National Life Group …Green Mountain Power…, Total assets ($B): 0.196446196 · Participants: 512Green Mountain Power…Husky Retirement Sav…, Total assets ($B): 0.131415774 · Participants: 515Husky Retirement Sav…Incentive Retirement…, Total assets ($B): 0.114229826 · Participants: 380Incentive Retirement…
Burton 401(k) Incentive Savings Plan vs. nearby 401(k) plans in Vermont, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Burton 401(k) Incentive Savings Plan by total assets, not by location.

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).

Next read for Burton 401(k) Incentive Savings Plan

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