Profit Sharing · DOL Form 5500 · 2022
Burr and Burton Seminary D/B/a Burr and Burton Academy Profit Sharing Plan
Data updated 2026-08-11
- $24M
- Total assets
- 159
- Participants
- 80th
- Percentile by assets
- $150,729
- Avg per participant
Official DOL plan name: Burr and Burton Academy 403(b)Plan · Sponsored by Burr and Burton Seminary D/B/a Burr and Burton Academy · Vermont · Educational Services
$24M in assets, 159 participants
Burr and Burton Seminary D/B/a Burr and Burton Academy's Burr and Burton Academy 403(b)Plan reported $24M in total assets and 159 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.
- 80th percentile by assets (of 139,126 plans)
- #2,592 in Educational Services (4,024 peers)
Where Burr and Burton Academy 403(b)Plan sits by assets
Burr and Burton Academy 403(b)Plan sits in the top quartile of all filed plans by assets, $24M for 159 participants (~$150,729/participant), down 14.0% in 2022.
- $24M
- total plan assets (2022 EOY)
- 159
- covered participants
- 80th
- percentile by assets (of 139,126 plans)
- $150,729
- avg assets per participant
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Burr and Burton Academy 403(b)Plan vs the 2022 asset distribution
By assets, Burr and Burton Academy 403(b)Plan outranks 80% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | -$4M |
| Employer EIN | 030179404 |
| Plan Effective Date | 1986-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Burr and Burton Seminary D/B/a Burr and Burton Academy)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 159 | $24M |
| 2023 | 1 | 174 | $28M |
| 2024 | 1 | 176 | $30M |
Nearby Profit Sharing Plans in Vermont
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Burr and Burton Academy 403(b)Plan vs. nearby Profit Sharing plans in Vermont, assets vs. participants
- Champlain College Defined Contribution Retirement Plan $94M · 450
- Retirement Plan for Employees of Howardcenter $80M · 1,265
- Aspire Living & Learning, Inc. 403(b) Plan $21M · 1,004
- The Putney School 403-B Plan $18M · 72
- Vermont Housing & Conservation Board Profit Sharing Plan $7M · 41
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Burr and Burton Academy 403(b)Plan by total assets, not by location.
Frequently Asked Questions
How did Burr and Burton Academy 403(b)Plan assets move in 2022? ▼
How have Burr and Burton Seminary D/B/a Burr and Burton Academy plan assets changed over time? ▼
Where does Burr and Burton Academy 403(b)Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Burr and Burton Academy 403(b)Plan? ▼
Next read for Burr and Burton Academy 403(b)Plan
Scale reading
Ways to act on Burr and Burton Academy 403(b)Plan's numbers.
- By total assets, Burr and Burton Academy 403(b)Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Vermont. Compare plans
- Burr and Burton Seminary D/B/a Burr and Burton Academy's sponsor-wide assets have grown 25.3% since 2022 across 3 plan years on file. More Educational Services plans