401(k) · DOL Form 5500 · 2022
Burgess & Niple Inc. 401(k) Plan
Data updated 2026-08-25
- $104M
- Total assets Near avg plan size
- 399
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $261,462
- Avg per participant Above avg balance/head
Official DOL plan name: Burgess & Niple Profit Sharing Plan and Trust · Sponsored by Burgess & Niple Inc. · Ohio · Professional & Technical Services
$104M in assets, 399 participants
Burgess & Niple Inc.'s Burgess & Niple Profit Sharing Plan and Trust reported $104M in total assets and 399 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #20,285 in Professional & Technical Services (21,562 peers)
Where Burgess & Niple Profit Sharing Plan and Trust sits by assets
Burgess & Niple Profit Sharing Plan and Trust sits in the top 10% of all filed plans by assets, $104M for 399 participants (~$261,462/participant), down 18.0% in 2022.
- #20,285
- in Professional & Technical Services (21,562 peers)
- -18.0%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Burgess & Niple Profit Sharing Plan and Trust's outsized position by total assets
Burgess & Niple Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$104,323,139 Top 7% higher than 93% 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
Burgess & Niple Profit Sharing Plan and Trust 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. Burgess & Niple Profit Sharing Plan and Trust sits mid-pack in the medium band (399 participants).
Form 5500 schedule snapshot
Filing strip 310885550 · Burgess & Niple Inc. PY 2022 · 401(k)
Burgess & Niple Profit Sharing Plan and Trust · $104M · 399 · 93rd
- PART $104M
- PART 399
- PART 93rd
- PART 401(k)
- PART near U.S. Tsubaki Holdings, Inc. Retirement Plan
- PART ind #20285
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 Professional & Technical Services retirement plans → · Plans in Ohio →
Burgess & Niple Profit Sharing Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $127M |
|---|---|
| Net Assets (End of Year) | $104M |
| Net Income | -$23M |
| Employer EIN | 310885550 |
| Plan Effective Date | 1977-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Burgess & Niple Inc.)
Sponsor-wide plan assets over time
All Burgess & Niple Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $132M 26.4911373113495% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 399 | $104M |
| 2023 | 1 | 446 | $121M |
| 2024 | 1 | 528 | $132M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Burgess & Niple Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is U.S. Tsubaki Holdings, Inc. Retirement Plan in IL ($104M); by covered participants it is Umlaut Group 401(k) Plan in MI (399 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($104M here).
- U.S. Tsubaki Holdings, Inc. Retirement Plan (IL) $104M · 628
- Schweitzer Mauduit International Inc Retirement Savings Plan (GA) $104M · 848
- Morris Group, Inc. 401(k) Plan (CT) $104M · 789
- Boston Partners Retirement Savings Plan (NY) $104M · 165
Similar participant headcount
Nearest other-state filings by covered participants (399 participants); asset peers above are excluded.
- Umlaut Group 401(k) Plan (MI) 399 · 0 off
- Jjb Pizza 401(k) Plan (MS) 399 · 0 off
- Fusion Solutions 401(k) Plan (TX) 399 · 0 off
- Walther Farms LLC 401(k) Plan (MI) 399 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.