401(k) · DOL Form 5500 · 2022

Burnside Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
2
Participants Small participant base
51st
Percentile by assets National rank
$2.5M
Avg per participant High balance/head
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Official DOL plan name: Burnside Investments, Inc. 401(k) Plan · Sponsored by Burnside Investments, Inc. · Texas · Finance & Insurance

$5M in assets, 2 participants

Burnside Investments, Inc.'s Burnside Investments, Inc. 401(k) Plan reported $5M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,265 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Burnside Investments, Inc. 401(k) Plan holds $5M for 2 participants - about $2.5M per participant, above the median plan by assets.

#3,265
in Finance & Insurance (9,261 peers)
+0.0%
assets growth YoY

Burnside Investments, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Burnside Investments, Inc. 401(k) Plan vs every filed plan by assets

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

$5,000,000 Top 49% higher than 51% 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

Burnside Investments, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burnside Investments, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 834629544 · Burnside Investments, Inc. PY 2022 · 401(k)

Burnside Investments, Inc. 401(k) Plan · $5M · 2 · 51st

  • RANK $5M
  • RANK 2
  • RANK 51st
  • RANK 401(k)
  • RANK near Haves Pine & Seligman Profit Sharing Plan & Trust
  • RANK ind #3265

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 Finance & Insurance retirement plans → · Plans in Texas →

Burnside Investments, Inc. 401(k) Plan in the asset neighbourhood

Burnside Investments, Inc. 401(k) PlanBurnside Investments, Inc. 4…$5MHaves Pine & Seligman Profit Sharing Plan & TrustHaves Pine & Seligman Profit…$5MSolidstate Controls, Inc. Hourly Employees' (Cwa) Retirement PlanSolidstate Controls, Inc. Ho…$5MDobil Laboratories Inc 401 K Profit Sharing Plan TrustDobil Laboratories Inc 401 K…$5MJh Schroeder Companies, Inc. Retirement PlanJh Schroeder Companies, Inc.…$5M
End-of-year total assets ($M) among Burnside Investments, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Employer EIN834629544
Plan Effective Date2019-05-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Burnside Investments, Inc.)

Sponsor-wide plan assets over time

All Burnside Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 0% vs 2022
2024 filing year
$5M 202220232024 $5M $5M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 2 $5M
2023 1 2 $5M
2024 1 2 $5M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Burnside Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Burnside Investments, Inc. 401(k) Plan, Total assets ($B): 0.005 · Participants: 2Burnside Investments, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Burnside Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Burnside Investments, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Haves Pine & Seligman Profit Sharing Plan & Trust in NY ($5M); by covered participants it is Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl in OK (2 participants). Same-state nearby plans are listed separately above.

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 Burnside Investments, Inc. 401(k) Plan assets move in 2022?
Burnside Investments, Inc. 401(k) Plan held essentially flat - up 0.0% during 2022, from $5M to $5M.
How have Burnside Investments, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Burnside Investments, Inc.'s sponsor-wide assets grew 0.0%, from $5M to $5M.
Which 401(k) plans are similar in size to Burnside Investments, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Haves Pine & Seligman Profit Sharing Plan & Trust in NY ($5M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Burnside Investments, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl in OK (2 participants, $2M in assets).