Defined Benefit (Pension) · DOL Form 5500 · 2022

Burleson & Company, LLC Pension Plan

Data updated 2026-08-25

$392K
Total assets Small plan by assets
4
Participants Small participant base
16th
Percentile by assets National rank
$97,946
Avg per participant Below avg balance/head
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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.

  • #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.

#933
in Finance & Insurance (9,261 peers)
+3.1%
assets growth YoY

Burleson & Company, LLC Retirement Plan among the smaller filed plans by assets

Burleson & Company, LLC Retirement Plan vs every filed plan by assets

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

$391,782 16th percentile higher than 16% 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

Burleson & Company, LLC Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burleson & Company, LLC Retirement Plan is a micro filing (4 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 201160877 · Burleson & Company, LLC PY 2022 · Defined Benefit (Pension)

Burleson & Company, LLC Retirement Plan · $392K · 4 · 16th

  • BOOK $392K
  • BOOK 4
  • BOOK 16th
  • BOOK Defined Benefit (Pension)
  • BOOK near Intl Assoc Mach 2848 Def Ben Pen Pl
  • BOOK ind #933

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 Finance & Insurance retirement plans → · Plans in California →

Burleson & Company, LLC Retirement Plan in the asset neighbourhood

Burleson & Company, LLC Retirement PlanBurleson & Company, LLC Reti…$392KIntl Assoc Mach 2848 Def Ben Pen PlIntl Assoc Mach 2848 Def Ben…$391KPension Plan and Trust for Union EmployeesPension Plan and Trust for U…$391KParkview Commons, LLC DB Plan$393KEmployee Benefits Plan of Tri-County Urban LeagueEmployee Benefits Plan of Tr…$394K
End-of-year total assets ($M) among Burleson & Company, LLC Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$380K
Net Assets (End of Year)$392K
Net Income$12K
Employer EIN201160877
Plan Effective Date2020-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Burleson & Company, LLC Retirement Plan, Total assets ($B): 0.000391782 · Participants: 4Burleson & Company, LLC Retirement PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Burleson & Company, LLC Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Burleson & Company, LLC Retirement Plan side-by-side with 3 peers →

Burleson & Company, LLC Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Intl Assoc Mach 2848 Def Ben Pen Pl in MI ($391K); by covered participants it is Acme Industries of West Babylon, Inc. Retirement Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($392K here).

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 Burleson & Company, LLC Retirement Plan assets move in 2022? ▼
Burleson & Company, LLC Retirement Plan edged up modestly - up 3.1% during 2022, from $380K to $392K. Reported net income was $12K.
Where does Burleson & Company, LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Burleson & Company, LLC Retirement Plan ranks in the 16th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Burleson & Company, LLC Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Intl Assoc Mach 2848 Def Ben Pen Pl in MI ($391K, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Burleson & Company, LLC Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Acme Industries of West Babylon, Inc. Retirement Plan in NY (4 participants, $7M 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 201160877.

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.