Other · DOL Form 5500 · 2022
Burrell Inc. Retirement Plan
Data updated 2026-08-11
- $25M
- Total assets
- 2,060
- Participants
- 80th
- Percentile by assets
- $12,192
- Avg per participant
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.
- 80th percentile by assets (of 139,126 plans)
- #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.
- $25M
- total plan assets (2022 EOY)
- 2,060
- covered participants
- 80th
- percentile by assets (of 139,126 plans)
- $12,192
- avg assets per participant
Participants vs Missouri filers
In Missouri, the average filing covers about 737 participants across 2,297 plans. Burrell Behavioral Health Tax Deferred Annuity Plan reports 2,060 participants - 2.8x that state average ($25M EOY assets).
Missouri filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $2M |
| Employer EIN | 431081715 |
| Plan Effective Date | 1977-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Burrell Inc.)
| 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
- Saint Louis University 403(b) Annuity Plan $842M · 2,398
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan $807M · 7,405
- Cox Savings Incentive Plan $708M · 11,821
- Bjc 403(b) Plan $371M · 5,418
- Webster University Defined Contribution Retirement Plan $207M · 706
Similar-Sized Other Plans Nationally
Other plans in other states closest to Burrell Behavioral Health Tax Deferred Annuity Plan by total assets, not by location.
- Columbia Valley Community Health Retirement Plan (WA) $25M · 375
- Parker University 403(b) DC Plan (TX) $25M · 275
- Ndi 403(b) Plan (DC) $25M · 459
- Rural Community Assistance Corporation DC Retirement Plan (CA) $25M · 188
Frequently Asked Questions
How did Burrell Behavioral Health Tax Deferred Annuity Plan assets move in 2022? ▼
How have Burrell Inc. plan assets changed over time? ▼
Where does Burrell Behavioral Health Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Burrell Behavioral Health Tax Deferred Annuity Plan? ▼
Next read for Burrell Behavioral Health Tax Deferred A…
Filing takeaways
Ways to act on Burrell Behavioral Health Tax Deferred Annuity Plan's numbers.
- By total assets, Burrell Behavioral Health Tax Deferred Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Missouri. Compare plans
- Burrell Inc.'s sponsor-wide assets have grown 1.2% since 2022 across 2 plan years on file. More Healthcare & Social Assistance plans