ESOP
2022 plan-year ESOP DOL Form 5500

BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

BURNS & MCDONNELL, INC

This ESOP plan holds $4.0B in total assets and serves 7,358 participants as of 2022. It is sponsored by BURNS & MCDONNELL, INC in Missouri. The plan reported positive net income of $285M for the year.

Total Assets (2023)
$4.0B
Participants
7,358
State
Industry
Professional & Technical Services

What the Filing Says About BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN

BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a ESOP retirement plan sponsored by BURNS & MCDONNELL, INC, headquartered in Missouri. As of the 2022 Form 5500 filing, the plan reports $4.0B in total end-of-year assets and covers 7,358 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 431393692, and the plan has been effective since 1985-12-23. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3.7B at the beginning of 2022 to $4.0B at year-end — a gain of 8.0%. Net assets (after liabilities) closed the year at $4.0B, with reported net income of $285M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$3.7B
Total Assets (End of Year)$4.0B
Net Assets (End of Year)$4.0B
Net Income$285M
Plan TypeESOP
Employer EIN431393692
Plan Effective Date1985-12-23
Filing StatusFILING RECEIVED

Sponsor Plan History (BURNS & MCDONNELL, INC)

Year Plans Participants Total Assets
2022 3 14,851 $5.3B
2023 3 17,697 $6.4B
2024 2 20,333 $7.5B

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Frequently Asked Questions

How much money is in the BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
As of the 2022 Form 5500 filing, BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN holds $4.0B in total assets with 7,358 participants. It is sponsored by BURNS & MCDONNELL, INC.
What type of plan is BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a ESOP plan. It has been effective since 1985-12-23. The plan is filed with the U.S. Department of Labor under EIN 431393692.
Who sponsors the BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by BURNS & MCDONNELL, INC, located in Missouri. The sponsor's EIN is 431393692 and the plan operates in the Professional & Technical Services industry.
How did BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN perform in 2022?
BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN grew by 8.0% during 2022, moving from $3.7B to $4.0B in total assets. Net income was $285M.
Where can I find official filings for BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
Official Form 5500 filings for BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 431393692 or plan name at efast.dol.gov.
How does BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans?
You can compare BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN against other ESOP plans on the plan type page, or view plans in Missouri on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 431393692.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.