401(k) · DOL Form 5500 · 2022
Burwell Enterprises, LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 243
- Participants Below avg headcount
- 40th
- Percentile by assets National rank
- $12,173
- Avg per participant Low balance/head
Official DOL plan name: Burwell Enterprises, LLC 401(k) Plan · Sponsored by Burwell Enterprises, LLC · Minnesota · Food Services & Accommodation
$3M in assets, 243 participants
Burwell Enterprises, LLC's Burwell Enterprises, LLC 401(k) Plan reported $3M in total assets and 243 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.
- #3,461 in Food Services & Accommodation (4,592 peers)
Coverage in Minnesota
Burwell Enterprises, LLC 401(k) Plan covers 243 participants in Minnesota, about 22% of the average Minnesota filer (state average ~1,126 per filing). Assets: $3M.
- #3,461
- in Food Services & Accommodation (4,592 peers)
- -19.0%
- assets change YoY
The plan reported a net loss of $695K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Burwell Enterprises, LLC 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers
Burwell Enterprises, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,957,931 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
Burwell Enterprises, LLC 401(k) 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. Burwell Enterprises, LLC 401(k) Plan sits mid-pack in the medium band (243 participants).
Published 5500 schedule card
Filing strip 814765120 · Burwell Enterprises, LLC PY 2022 · 401(k)
Burwell Enterprises, LLC 401(k) Plan · $3M · 243 · 40th
- TYPE $3M
- NET 243
- BOOK 40th
- VS-ST 401(k)
- BOY near Stevenson-Weir/Southern LLC Retirement Savings Plan
- SCH ind #3461
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 Food Services & Accommodation retirement plans → · Plans in Minnesota →
Burwell Enterprises, LLC 401(k) Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$695K |
| Employer EIN | 814765120 |
| Plan Effective Date | 2017-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Burwell Enterprises, LLC)
Sponsor-wide plan assets over time
All Burwell Enterprises, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 252.00949582664367% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 243 | $3M |
| 2024 | 1 | 221 | $10M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $18.6B · 176,886
- Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan) $12.2B · 38,825
- Target Corporation 401(k) Plan $11.2B · 400,422
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $11.1B · 37,159
- U.S. Bank 401(k) Savings Plan $8.3B · 67,646
Burwell Enterprises, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Stevenson-Weir/Southern LLC Retirement Savings Plan in SC ($3M); by covered participants it is Allied Wire & Cable, Inc. 401(k) Profit Sharing Plan in PA (243 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 (243 participants); asset peers above are excluded.
- Allied Wire & Cable, Inc. 401(k) Profit Sharing Plan (PA) 243 · 0 off
- Chariot Auto Retirement Readiness 401(k)Plan (IN) 243 · 0 off
- Crestview Rv 401(k) Plan (TX) 243 · 0 off
- Mitchell's Salon and Day Spa, Inc. 401(k) Plan (OH) 243 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.