Profit Sharing · DOL Form 5500 · 2022
Burnham Financial Services, LLC Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $996,964
- Avg per participant High balance/head
Official DOL plan name: Burnham Financial Services, LLC Profit Sharing Plan · Sponsored by Burnham Financial Services, LLC · New York · Finance & Insurance
$3M in assets, 3 participants
Burnham Financial Services, LLC's Burnham Financial Services, LLC Profit Sharing Plan reported $3M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.
- #2,541 in Finance & Insurance (9,261 peers)
2022 asset change
Burnham Financial Services, LLC Profit Sharing Plan declined sharply 17.0% in 2022 ($4M → $3M) for 3 participants.
- #2,541
- in Finance & Insurance (9,261 peers)
- -17.0%
- assets change YoY
The plan reported a net loss of $615K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Burnham Financial Services, LLC Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Burnham Financial Services, LLC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,990,891 40th percentile higher than 40% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Burnham Financial Services, LLC Profit Sharing 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. Burnham Financial Services, LLC Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
Published 5500 schedule card
Filing strip 141702050 · Burnham Financial Services, LLC PY 2022 · Profit Sharing
Burnham Financial Services, LLC Profit Sharing Plan · $3M · 3 · 40th
- PHOTO $3M
- IND 3
- EOY 40th
- 5500 Profit Sharing
- ASSETS near Chartered Holdings Inc Profit Sharing Plan
- PCT ind #2541
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 New York →
Burnham Financial Services, LLC Profit Sharing Plan in the asset neighbourhood
Burnham Financial Services, LLC years around the 2022 move
Sponsor-wide plan assets over time
All Burnham Financial Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $3M |
| 2023 | 1 | 3 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$615K |
| Employer EIN | 141702050 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
Burnham Financial Services, LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Chartered Holdings Inc Profit Sharing Plan in CO ($3M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.