Profit Sharing · DOL Form 5500 · 2022

Burris Hennessy & Co Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
32nd
Percentile by assets National rank
$893,858
Avg per participant High balance/head
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Official DOL plan name: Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II · Sponsored by Burris Hennessy & Co · Arizona · Real Estate

$2M in assets, 2 participants

Burris Hennessy & Co's Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #2,563 in Real Estate (5,057 peers)

Burris Hennessy & Co multi-year trail

Burris Hennessy & Co's plans moved -40.2% in assets from 2022 to 2024; this filing shows Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II at $2M / 2 participants.

#2,563
in Real Estate (5,057 peers)
+225.0%
assets growth YoY

Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II among the smaller filed plans by assets

Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II vs every filed plan by assets

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

$1,787,715 32nd percentile higher than 32% 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

Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 860635592 · Burris Hennessy & Co PY 2022 · Profit Sharing

Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II · $2M · 2 · 32nd

  • ASSETS $2M
  • PCT 2
  • EIN 32nd
  • RANK Profit Sharing
  • PHOTO near Kaiser & Associates, LLC Profit Sharing Plan
  • IND ind #2563

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 Real Estate retirement plans → · Plans in Arizona →

Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II in the asset neighbourhood

Burris Hennessy & Co Profit Sharing Plan & Trust Agreement IIBurris Hennessy & Co Profit …$2MKaiser & Associates, LLC Profit Sharing PlanKaiser & Associates, LLC Pro…$2MSarjnt Inc. Retirement Plan$2MPtas Psp$2MDjm Capital Partners, Inc. Profit Sharing PlanDjm Capital Partners, Inc. P…$2M
End-of-year total assets ($M) among Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Burris Hennessy & Co multi-year asset trail

Sponsor-wide plan assets over time

All Burris Hennessy & Co plans reported in each filing year

Latest sponsor-wide plan assets
$3M 40.170592994501966% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $4.21M $2.52M ▼ -40.1%
Year Plans Participants Total Assets
2022 2 4 $4M
2023 1 2 $2M
2024 1 2 $3M

Burris Hennessy & Co filing trail (2022)

Total Assets (Beginning of Year)$550K
Net Assets (End of Year)$2M
Net Income$1M
Employer EIN860635592
Plan Effective Date2000-09-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arizona

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

Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -2000200400600800 -20020406080 Total assets ($M) Participants Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II, Total assets ($M): 1.787715 · Participants: 2Burris Hennessy & Co Profit Sharing Plan & Trust Agreement IIKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 71.833209 · Participants: 558Kitchell Affiliates Employees' Profit Sharing PlanBurch & Cracchiolo, P.a. Restated Profit Sharing Plan, Total assets ($M): 39.588445 · Participants: 61Burch & Cracchiolo, P.a. Restated Profit Sharing PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 25.614438 · Participants: 28M R Sheet Metal Mfg Inc Profit Sharing Plan TrustMarana Health Center, Inc. 403b Plan, Total assets ($M): 24.278248 · Participants: 627Marana Health Center, Inc. 403b PlanCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 19.351983 · Participants: 171Center for Biological Diversity 403(b) DC Plan
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II side-by-side with 3 peers →

Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Kaiser & Associates, LLC Profit Sharing Plan in CA ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

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 Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II assets move in 2022? ▼
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II surged - up 225.0% during 2022, from $550K to $2M. Reported net income was $1M.
How have Burris Hennessy & Co plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burris Hennessy & Co's sponsor-wide assets declined 40.2%, from $4M to $3M.
Which Profit Sharing plans are similar in size to Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II? ▼
Among Profit Sharing plans in other states, the closest by assets is Kaiser & Associates, LLC Profit Sharing Plan in CA ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 860635592.

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.