401(k) · DOL Form 5500 · 2022
Burgess Information Systems Inc. 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 194
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $62,630
- Avg per participant Low balance/head
Official DOL plan name: Burgess Information Systems Inc. Employees Savings Trust · Sponsored by Burgess Information Systems Inc. · Georgia · Information & Media
$12M in assets, 194 participants
Burgess Information Systems Inc.'s Burgess Information Systems Inc. Employees Savings Trust reported $12M in total assets and 194 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.
- #1,670 in Information & Media (2,911 peers)
Coverage in Georgia
Burgess Information Systems Inc. Employees Savings Trust covers 194 participants in Georgia, about 18% of the average Georgia filer (state average ~1,096 per filing). Assets: $12M.
- #1,670
- in Information & Media (2,911 peers)
- -16.8%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Burgess Information Systems Inc. Employees Savings Trust's outsized position by total assets
Burgess Information Systems Inc. Employees Savings Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,150,289 Top 31% higher than 69% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Burgess Information Systems Inc. Employees Savings Trust 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 Information Systems Inc. Employees Savings Trust sits mid-pack in the medium band (194 participants).
Plan-year Form 5500 strip
Filing strip 581966314 · Burgess Information Systems Inc. PY 2022 · 401(k)
Burgess Information Systems Inc. Employees Savings Trust · $12M · 194 · 69th
- ASSETS $12M
- ASSETS 194
- ASSETS 69th
- ASSETS 401(k)
- ASSETS near Zingermans Community of Businesses Employees 401(k) Plan
- ASSETS ind #1670
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 Information & Media retirement plans → · Plans in Georgia →
Burgess Information Systems Inc. Employees Savings Trust in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$2M |
| Employer EIN | 581966314 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Burgess Information Systems Inc.)
Sponsor-wide plan assets over time
All Burgess Information Systems Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 104.26731413549093% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 194 | $12M |
| 2023 | 1 | 265 | $23M |
| 2024 | 1 | 273 | $25M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster-UPS National 401(k) Tax Deferred Savings Plan $14.7B · 549,610
- Delta 401(k) Retirement Plan $13.2B · 72,820
- Delta 401(k) Retirement Plan for Pilots $11.5B · 12,193
- UPS 401 (K) Savings Plan $11.3B · 107,310
- The Home Depot Futurebuilder $10.7B · 423,174
Burgess Information Systems Inc. Employees Savings Trust's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Zingermans Community of Businesses Employees 401(k) Plan in MI ($12M); by covered participants it is L.I.F. Industries, Inc. 401(k) Plan in NY (194 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (194 participants); asset peers above are excluded.
- L.I.F. Industries, Inc. 401(k) Plan (NY) 194 · 0 off
- B.E.a.T., LLC 401(k) Plan (TX) 194 · 0 off
- Rainbow Grocery Cooperative, Inc. Retirement Plan (CA) 194 · 0 off
- Msr- Fsr 401(k) Plan (AZ) 194 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.