Profit Sharing · DOL Form 5500 · 2022

Burgess Health Center Profit Sharing Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
275
Participants Below avg headcount
71st
Percentile by assets National rank
$49,535
Avg per participant Low balance/head
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Official DOL plan name: Burgess Health Center 403(b) Plan · Sponsored by Burgess Health Center · Iowa · Healthcare & Social Assistance

$14M in assets, 275 participants

Burgess Health Center's Burgess Health Center 403(b) Plan reported $14M in total assets and 275 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #15,164 in Healthcare & Social Assistance (20,060 peers)

Coverage in Iowa

Burgess Health Center 403(b) Plan covers 275 participants in Iowa, about 45% of the average Iowa filer (state average ~609 per filing). Assets: $14M.

#15,164
in Healthcare & Social Assistance (20,060 peers)
-19.0%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Burgess Health Center 403(b) Plan's outsized position by total assets

Burgess Health Center 403(b) Plan vs every filed plan by assets

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

$13,622,011 Top 29% higher than 71% 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

Burgess Health Center 403(b) 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. Burgess Health Center 403(b) Plan sits mid-pack in the medium band (275 participants).

EBSA filing schedule strip

Filing strip 420859940 · Burgess Health Center PY 2022 · Profit Sharing

Burgess Health Center 403(b) Plan · $14M · 275 · 71st

  • TYPE $14M
  • NET 275
  • BOOK 71st
  • VS-ST Profit Sharing
  • BOY near Honeywell Secured Benefit Plan
  • SCH ind #15164

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 Iowa →

Burgess Health Center 403(b) Plan in the asset neighbourhood

Donalsonville Hospital, Inc. Profit Sharing PlanDonalsonville Hospital, Inc.…$14MNorthwest Human Services 403(b) PlanNorthwest Human Services 403…$14MHoneywell Secured Benefit PlanHoneywell Secured Benefit Pl…$14MBurgess Health Center 403(b) PlanBurgess Health Center 403(b)…$14MRadiology Associates of Oxford, P.a. Retirement PlanRadiology Associates of Oxfo…$14M
End-of-year total assets ($M) among Burgess Health Center 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN420859940
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burgess Health Center)

Sponsor-wide plan assets over time

All Burgess Health Center plans reported in each filing year

Latest sponsor-wide plan assets
$16M 15.35575033671607% vs 2022
2024 filing year
$13M$14M$15M$16M 202220232024 $13.6M $15.7M ▲ +15.3%
Year Plans Participants Total Assets
2022 1 275 $14M
2023 1 277 $15M
2024 1 272 $16M

Nearby Profit Sharing Plans in Iowa

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

Burgess Health Center 403(b) Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20002004006008001000 121416182022 Total assets ($M) Participants Burgess Health Center 403(b) Plan, Total assets ($M): 13.622011 · Participants: 275Burgess Health Center 403(b) PlanLiberty Pattern Company Profit Sharing Plan, Total assets ($M): 21.182486 · Participants: 12Liberty Pattern Company Profit Sharing PlanCambridge Investment Group, Inc. Profit Sharing Plan, Total assets ($M): 17.001274 · Participants: 772Cambridge Investment Group, Inc. Profit Sharing PlanPalmer Lutheran Health Center, Inc. 403(b) Plan, Total assets ($M): 16.565021 · Participants: 219Palmer Lutheran Health Center, Inc. 403(b) PlanTs Banking Group Savings Plan, Total assets ($M): 14.749988 · Participants: 227Ts Banking Group Savings PlanHwh Corporation Employees' Profit Sharing Plan and Trust, Total assets ($M): 14.268608 · Participants: 80Hwh Corporation Employees' Profit Sharing Plan and Trust
Burgess Health Center 403(b) Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants
Compare Burgess Health Center 403(b) Plan side-by-side with 3 peers →

Burgess Health Center 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Iowa, the nearest Profit Sharing by assets is Honeywell Secured Benefit Plan in NC ($14M); by covered participants it is Central National Gottesman Inc Profit Sharing Plan in NY (275 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (275 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 Burgess Health Center 403(b) Plan assets move in 2022? ▼
Burgess Health Center 403(b) Plan declined sharply - down 19.0% during 2022, from $17M to $14M. Reported net income was -$3M.
How have Burgess Health Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burgess Health Center's sponsor-wide assets grew 15.4%, from $14M to $16M.
Which Profit Sharing plans are similar in size to Burgess Health Center 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Honeywell Secured Benefit Plan in NC ($14M, 172 participants).
Which Profit Sharing plans cover a similar participant headcount to Burgess Health Center 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Central National Gottesman Inc Profit Sharing Plan in NY (275 participants, $85M 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 420859940.

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.