Profit Sharing · DOL Form 5500 · 2022
Burgess Health Center Profit Sharing Plan
Data updated 2026-08-11
- $14M
- Total assets
- 275
- Participants
- 71st
- Percentile by assets
- $49,535
- Avg per participant
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.
- 71st percentile by assets (of 139,126 plans)
- #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.
- $14M
- total plan assets (2022 EOY)
- 275
- covered participants
- 71st
- percentile by assets (of 139,126 plans)
- $49,535
- avg assets per participant
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.
Participants vs Iowa filers
In Iowa, the average filing covers about 609 participants across 1,246 plans. Burgess Health Center 403(b) Plan reports 275 participants - about 45% of that state average ($14M EOY assets).
Iowa filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$3M |
| Employer EIN | 420859940 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Burgess Health Center)
| 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
- Liberty Pattern Company Profit Sharing Plan $21M · 12
- Cambridge Investment Group, Inc. Profit Sharing Plan $17M · 772
- Palmer Lutheran Health Center, Inc. 403(b) Plan $17M · 219
- Ts Banking Group Savings Plan $15M · 227
- Hwh Corporation Employees' Profit Sharing Plan and Trust $14M · 80
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Burgess Health Center 403(b) Plan by total assets, not by location.
- Honeywell Secured Benefit Plan (NC) $14M · 172
- Northwest Human Services 403(b) Plan (OR) $14M · 224
- Radiology Associates of Oxford, P.a. Retirement Plan (MS) $14M · 6
- Donalsonville Hospital, Inc. Profit Sharing Plan (GA) $14M · 194
Frequently Asked Questions
How did Burgess Health Center 403(b) Plan assets move in 2022? ▼
How have Burgess Health Center plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Burgess Health Center 403(b) Plan? ▼
Next read for Burgess Health Center 403(b) Plan
Filing takeaways
Ways to act on Burgess Health Center 403(b) Plan's numbers.
- By total assets, Burgess Health Center 403(b) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Iowa. Compare plans
- Burgess Health Center's sponsor-wide assets have grown 15.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans