Profit Sharing · DOL Form 5500 · 2022
Burr and Burton Seminary D/B/a Burr and Burton Academy Profit Sharing Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 159
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $150,729
- Avg per participant Above avg balance/head
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.
- #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.
- #2,592
- in Educational Services (4,024 peers)
- -14.0%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
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's outsized position by total assets
Burr and Burton Academy 403(b)Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$23,965,977 Top 20% higher than 80% 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
Burr and Burton Academy 403(b)Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burr and Burton Academy 403(b)Plan sits mid-pack in the medium band (159 participants).
Plan-year Form 5500 strip
Filing strip 030179404 · Burr and Burton Seminary D/B/a Burr and Burton Academy PY 2022 · Profit Sharing
Burr and Burton Academy 403(b)Plan · $24M · 159 · 80th
- NET $24M
- BOOK 159
- VS-ST 80th
- BOY Profit Sharing
- SCH near Chenega Corporation Fringe Retirement Plan
- EBSA ind #2592
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 Educational Services retirement plans → · Plans in Vermont →
Burr and Burton Academy 403(b)Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Burr and Burton Seminary D/B/a Burr and Burton Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 25.285691461691712% vs 2022
- 2024 filing year
| 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.
- 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
Burr and Burton Academy 403(b)Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Vermont, the nearest Profit Sharing by assets is Chenega Corporation Fringe Retirement Plan in AK ($24M); by covered participants it is Concord Nh Boys & Girls Club 403(b) Plan in NH (159 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (159 participants); asset peers above are excluded.
- Concord Nh Boys & Girls Club 403(b) Plan (NH) 159 · 0 off
- The Santa Barbara Neighborhood Clinics 403(b) Plan (CA) 159 · 0 off
- Juniper Ring Acquisitions, LLC 401(k) Plan (NY) 159 · 0 off
- Hospice of Spokane 403(b) Plan (WA) 159 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.