Other · DOL Form 5500 · 2022

Burrell Inc. Retirement Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
2,060
Participants Near avg headcount
80th
Percentile by assets National rank
$12,192
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Burrell Behavioral Health Tax Deferred Annuity Plan · Sponsored by Burrell Inc. · Missouri · Healthcare & Social Assistance

$25M in assets, 2,060 participants

Burrell Inc.'s Burrell Behavioral Health Tax Deferred Annuity Plan reported $25M in total assets and 2,060 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.

  • #16,750 in Healthcare & Social Assistance (20,060 peers)

Coverage in Missouri

Burrell Behavioral Health Tax Deferred Annuity Plan covers 2,060 participants in Missouri, 2.8x the typical Missouri plan (state average ~737 per filing). Assets: $25M.

#16,750
in Healthcare & Social Assistance (20,060 peers)
+7.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Burrell Behavioral Health Tax Deferred Annuity Plan's outsized position by total assets

Burrell Behavioral Health Tax Deferred Annuity Plan vs every filed plan by assets

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

$25,115,849 Top 20% higher than 80% 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 Tax Deferred Annuity 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 Tax Deferred Annuity Plan lands in the large band (2,060 participants).

Plan-year Form 5500 strip

Filing strip 431081715 · Burrell Inc. PY 2022 · Other

Burrell Behavioral Health Tax Deferred Annuity Plan · $25M · 2,060 · 80th

  • 5500 $25M
  • ASSETS 2,060
  • PCT 80th
  • EIN Other
  • RANK near Columbia Valley Community Health Retirement Plan
  • PHOTO ind #16750

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 Tax Deferred Annuity Plan in the asset neighbourhood

Ndi 403(b) Plan$25MBurrell Behavioral Health Tax Deferred Annuity PlanBurrell Behavioral Health Ta…$25MColumbia Valley Community Health Retirement PlanColumbia Valley Community He…$25MParker University 403(b) DC PlanParker University 403(b) DC …$25MRural Community Assistance Corporation DC Retirement PlanRural Community Assistance C…$25M
End-of-year total assets ($M) among Burrell Behavioral Health Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$25M
Net Income$2M
Employer EIN431081715
Plan Effective Date1977-01-01
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 Other Plans in Missouri

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

Burrell Behavioral Health Tax Deferred Annuity Plan vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. 050001000015000 -20002004006008001000 Total assets ($M) Participants Burrell Behavioral Health Tax Deferred Annuity Plan, Total assets ($M): 25.115849 · Participants: 2060Burrell Behavioral Health Tax Deferred Annuity PlanSaint Louis University 403(b) Annuity Plan, Total assets ($M): 841.619754 · Participants: 2398Saint Louis University 403(b) Annuity PlanChildren's Mercy Hospital Tax-Deferred Annuity Retirement Plan, Total assets ($M): 807.422854 · Participants: 7405Children's Mercy Hospital Tax-Deferred Annuity Retirement PlanCox Savings Incentive Plan, Total assets ($M): 707.815909 · Participants: 11821Cox Savings Incentive PlanBjc 403(b) Plan, Total assets ($M): 370.898072 · Participants: 5418Bjc 403(b) PlanWebster University Defined Contribution Retirement Plan, Total assets ($M): 206.833121 · Participants: 706Webster University Defined Contribution Retirement Plan
Burrell Behavioral Health Tax Deferred Annuity Plan vs. nearby Other plans in Missouri, assets vs. participants
Compare Burrell Behavioral Health Tax Deferred Annuity Plan side-by-side with 3 peers →

Burrell Behavioral Health Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is Columbia Valley Community Health Retirement Plan in WA ($25M); by covered participants it is Ingalls Health System Smart Money Retirement Plan in IL (2,061 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

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 Tax Deferred Annuity Plan assets move in 2022? ▼
Burrell Behavioral Health Tax Deferred Annuity Plan grew at a solid clip - up 7.9% during 2022, from $23M to $25M. Reported net income was $2M.
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 Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Burrell Behavioral Health Tax Deferred Annuity Plan ranks in the 80th 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 Other plans are similar in size to Burrell Behavioral Health Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Columbia Valley Community Health Retirement Plan in WA ($25M, 375 participants).
Which Other plans cover a similar participant headcount to Burrell Behavioral Health Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Ingalls Health System Smart Money Retirement Plan in IL (2,061 participants, $133M 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.