401(k) · DOL Form 5500 · 2022

Paul Burrell Management, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
357
Participants Below avg headcount
32nd
Percentile by assets National rank
$4,958
Avg per participant Low balance/head
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Official DOL plan name: Paul Burrell Management, Inc. 401(k) Plan · Sponsored by Paul Burrell Management, Inc. · Kentucky · Food Services & Accommodation

$2M in assets, 357 participants

Paul Burrell Management, Inc.'s Paul Burrell Management, Inc. 401(k) Plan reported $2M in total assets and 357 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #3,098 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Paul Burrell Management, Inc. 401(k) Plan ranks #3,098 of 4,592 2022 filers by assets (1105% of the sector average)-$2M for 357 participants.

#3,098
in Food Services & Accommodation (4,592 peers)
+6.5%
assets growth YoY

Paul Burrell Management, Inc. 401(k) Plan among the smaller filed plans by assets

Paul Burrell Management, Inc. 401(k) Plan vs every filed plan by assets

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

$1,769,932 32nd percentile higher than 32% 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

Paul Burrell Management, Inc. 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. Paul Burrell Management, Inc. 401(k) Plan sits mid-pack in the medium band (357 participants).

Plan-year Form 5500 strip

Filing strip 262916376 · Paul Burrell Management, Inc. PY 2022 · 401(k)

Paul Burrell Management, Inc. 401(k) Plan · $2M · 357 · 32nd

  • IND $2M
  • EOY 357
  • 5500 32nd
  • ASSETS 401(k)
  • PCT near Mervis Motors, Inc. 401(k) Plan
  • EIN ind #3098

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 Kentucky →

Paul Burrell Management, Inc. 401(k) Plan in the asset neighbourhood

Paul Burrell Management, Inc. 401(k) PlanPaul Burrell Management, Inc…$2MMervis Motors, Inc. 401(k) PlanMervis Motors, Inc. 401(k) P…$2MTurnaround Management Association 401(k) PlanTurnaround Management Associ…$2MJgm Construction, Inc. Retirement PlanJgm Construction, Inc. Retir…$2MMaryland Home Care Solutions Retirement PlanMaryland Home Care Solutions…$2M
End-of-year total assets ($M) among Paul Burrell Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$118K
Employer EIN262916376
Plan Effective Date2017-01-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Paul Burrell Management, Inc.)

Sponsor-wide plan assets over time

All Paul Burrell Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 91.111409929873% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M$4M 202220232024 $1.77M $3.38M ▲ +91.0%
Year Plans Participants Total Assets
2022 1 357 $2M
2023 1 372 $3M
2024 1 429 $3M

Nearby 401(k) Plans in Kentucky

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Paul Burrell Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Paul Burrell Management, Inc. 401(k) Plan, Total assets ($B): 0.001769932 · Participants: 357Paul Burrell Management, Inc. 401(k) PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Paul Burrell Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Paul Burrell Management, Inc. 401(k) Plan side-by-side with 3 peers →

Paul Burrell Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Mervis Motors, Inc. 401(k) Plan in IN ($2M); by covered participants it is Brookline College, LLC 401(k) Plan in AZ (357 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (357 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.

Frequently Asked Questions

How did Paul Burrell Management, Inc. 401(k) Plan assets move in 2022? ▼
Paul Burrell Management, Inc. 401(k) Plan grew at a solid clip - up 6.5% during 2022, from $2M to $2M. Reported net income was $118K.
How have Paul Burrell Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Paul Burrell Management, Inc.'s sponsor-wide assets grew 91.1%, from $2M to $3M.
Which 401(k) plans are similar in size to Paul Burrell Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mervis Motors, Inc. 401(k) Plan in IN ($2M, 130 participants).
Which 401(k) plans cover a similar participant headcount to Paul Burrell Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brookline College, LLC 401(k) Plan in AZ (357 participants, N/A 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 262916376.

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.