Money Purchase · DOL Form 5500 · 2022

Burrell Inc. Money Purchase Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
2,060
Participants Near avg headcount
79th
Percentile by assets National rank
$10,592
Avg per participant Low balance/head
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Official DOL plan name: Burrell Behavioral Health 403a Retirement Plan · Sponsored by Burrell Inc. · Missouri · Healthcare & Social Assistance

$22M in assets, 2,060 participants

Burrell Inc.'s Burrell Behavioral Health 403a Retirement Plan reported $22M in total assets and 2,060 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,418 in Healthcare & Social Assistance (20,060 peers)

Coverage in Missouri

Burrell Behavioral Health 403a Retirement Plan covers 2,060 participants in Missouri, 2.8x the typical Missouri plan (state average ~737 per filing). Assets: $22M.

#16,418
in Healthcare & Social Assistance (20,060 peers)
-5.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Burrell Behavioral Health 403a Retirement Plan's outsized position by total assets

Burrell Behavioral Health 403a Retirement Plan vs every filed plan by assets

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

$21,819,154 Top 21% higher than 79% 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

Burrell Behavioral Health 403a Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burrell Behavioral Health 403a Retirement Plan lands in the large band (2,060 participants).

EBSA filing schedule strip

Filing strip 431081715 · Burrell Inc. PY 2022 · Money Purchase

Burrell Behavioral Health 403a Retirement Plan · $22M · 2,060 · 79th

  • EOY $22M
  • 5500 2,060
  • ASSETS 79th
  • PCT Money Purchase
  • EIN near Pga of America Employees Retirement Plan
  • RANK ind #16418

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 Healthcare & Social Assistance retirement plans → · Plans in Missouri →

Burrell Behavioral Health 403a Retirement Plan in the asset neighbourhood

Amikids, Inc. Money Purchase Pension PlanAmikids, Inc. Money Purchase…$22MBurrell Behavioral Health 403a Retirement PlanBurrell Behavioral Health 40…$22MPga of America Employees Retirement PlanPga of America Employees Ret…$22MThe National Mutual Insurance Company Money Purchase Pension PlanThe National Mutual Insuranc…$22MRetirement Plan for Clerical and Maintenance Employees of the University of ScrantonRetirement Plan for Clerical…$22M
End-of-year total assets ($M) among Burrell Behavioral Health 403a Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$22M
Net Income-$1M
Employer EIN431081715
Plan Effective Date1992-05-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Burrell Inc.)

Sponsor-wide plan assets over time

All Burrell Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 1.1764737716113494% vs 2022
2023 filing year
$46.8M$47M$47.2M$47.4M$47.6M 20222023 $46.9M $47.5M ▲ +1.2%
Year Plans Participants Total Assets
2022 2 4,120 $47M
2023 2 4,076 $47M

Nearby Money Purchase Plans in Missouri

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Burrell Behavioral Health 403a Retirement Plan vs. nearby Money Purchase plans in Missouri, assets vs. participants Scatter plot of 6 data points. 1000200030004000500060007000 -0.500.511.52 Total assets ($B) Participants Burrell Behavioral Health 403a Retirement Plan, Total assets ($B): 0.021819154 · Participants: 2060Burrell Behavioral Health 403a Retirement PlanLocal No. 1 IBEW Pension Benefit Trust Fund, Total assets ($B): 1.468547543 · Participants: 4522Local No. 1 IBEW Pension Benefit Trust FundNECA-IBEW Pension Benefit Trust Fund, Total assets ($B): 0.816691381 · Participants: 3894NECA-IBEW Pension Benefit Trust FundSaint Louis University Retirement Plan, Total assets ($B): 0.65948638 · Participants: 2110Saint Louis University Retirement PlanBrewery Conference/Anheuser-Busch Defined Contribution Plan, Total assets ($B): 0.458065235 · Participants: 2445Brewery Conference/Anheuser-Busch Defined Contribution PlanThe Children's Mercy Hospital Retirement Plan, Total assets ($B): 0.433209554 · Participants: 5977The Children's Mercy Hospital Retirement Plan
Burrell Behavioral Health 403a Retirement Plan vs. nearby Money Purchase plans in Missouri, assets vs. participants
Compare Burrell Behavioral Health 403a Retirement Plan side-by-side with 3 peers →

Burrell Behavioral Health 403a Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Missouri, the nearest Money Purchase by assets is Pga of America Employees Retirement Plan in FL ($22M); by covered participants it is Noblis, Inc. Qualified Retirement Plan in VA (2,060 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,060 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 Burrell Behavioral Health 403a Retirement Plan assets move in 2022? ▼
Burrell Behavioral Health 403a Retirement Plan pulled back noticeably - down 5.2% during 2022, from $23M to $22M. Reported net income was -$1M.
How have Burrell Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Burrell Inc.'s sponsor-wide assets grew 1.2%, from $47M to $47M.
Where does Burrell Behavioral Health 403a Retirement Plan rank by assets among Form 5500 filers? ▼
Burrell Behavioral Health 403a Retirement Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Burrell Behavioral Health 403a Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Pga of America Employees Retirement Plan in FL ($22M, 346 participants).
Which Money Purchase plans cover a similar participant headcount to Burrell Behavioral Health 403a Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Noblis, Inc. Qualified Retirement Plan in VA (2,060 participants, $200M 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 431081715.

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.