Defined Benefit (Pension) · DOL Form 5500 · 2022
Burleson & Company, LLC Pension Plan
Data updated 2026-08-11
- $392K
- Total assets
- 4
- Participants
- 16th
- Percentile by assets
- $97,946
- Avg per participant
Official DOL plan name: Burleson & Company, LLC Retirement Plan · Sponsored by Burleson & Company, LLC · California · Finance & Insurance
$392K in assets, 4 participants
Burleson & Company, LLC's Burleson & Company, LLC Retirement Plan reported $392K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.
- 16th percentile by assets (of 139,126 plans)
- #933 in Finance & Insurance (9,261 peers)
What the 2022 filing shows
Burleson & Company, LLC Retirement Plan holds $392K for 4 participants - about $97,946 per participant, among the smaller plans by assets on file.
- $392K
- total plan assets (2022 EOY)
- 4
- covered participants
- 16th
- percentile by assets (of 139,126 plans)
- $97,946
- avg assets per participant
Defined Benefit (Pension) filing for Burleson & Company, LLC Retirement Plan
Defined Benefit (Pension) filing for plan year 2022: EIN 201160877 ; effective since 2020-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2022)
| Total Assets (Beginning of Year) | $380K |
|---|---|
| Net Assets (End of Year) | $392K |
| Net Income | $12K |
| Employer EIN | 201160877 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Burleson & Company, LLC Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Burleson & Company, LLC Retirement Plan by total assets, not by location.
- Intl Assoc Mach 2848 Def Ben Pen Pl (MI) $391K · N/A
- Pension Plan and Trust for Union Employees (OH) $391K · 18
- Parkview Commons, LLC DB Plan (GA) $393K · 1
- Employee Benefits Plan of Tri-County Urban League (IL) $394K · 1
Frequently Asked Questions
How did Burleson & Company, LLC Retirement Plan assets move in 2022? ▼
Where does Burleson & Company, LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Burleson & Company, LLC Retirement Plan? ▼
Next read for Burleson & Company, LLC Retirement Plan
Filing takeaways
Ways to act on Burleson & Company, LLC Retirement Plan's numbers.
- By total assets, Burleson & Company, LLC Retirement Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans