401(k) · DOL Form 5500 · 2023

I.G. Burton and Company, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
378
Participants Below avg headcount
76th
Percentile by assets National rank
$66,137
Avg per participant Below avg balance/head
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Official DOL plan name: I.G. Burton and Co., Inc. Salary Deferral 401(k) Ps Plan · Sponsored by I.G. Burton and Company, Inc. · Delaware · Retail Trade

$25M in assets, 378 participants

I.G. Burton and Company, Inc.'s I.G. Burton and Co., Inc. Salary Deferral 401(k) Ps Plan reported $25M in total assets and 378 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #7,195 in Retail Trade (8,414 peers)

Where I.G. Burton and Co., Inc. Salary Deferral 401(k) Ps Plan sits by assets

I.G. Burton and Co., Inc. Salary Deferral 401(k) Ps Plan sits in the top quartile of all filed plans by assets, $25M for 378 participants (~$66,137/participant), up 21.1% in 2023.

#7,195
in Retail Trade (8,414 peers)
+21.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

I.G. Burton and Co., Inc. Salary Deferral 401(k) Ps Plan's outsized position by total assets

I.G. Burton and Co., Inc. Salary Deferral 401(k) Ps Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$24,999,855 Top 24% higher than 76% of 127,068 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 2023

I.G. Burton and Co., Inc. Salary Deferral 401(k) Ps Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. I.G. Burton and Co., Inc. Salary Deferral 401(k) Ps Plan sits mid-pack in the medium band (378 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • I.G. Burton and Co., Inc. Salary Deferral 401(k) Ps Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • I.G. Burton and Co., Inc. Salary Deferral 401(k) Ps Plan end-of-year assets rose from $21M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • I.G. Burton and Co., Inc. Salary Deferral 401(k) Ps Plan reported participants rose from 344 in the plan year 2022 filing to 378 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 510102421 · I.G. Burton and Company, Inc. PY 2023 · 401(k)

I.G. Burton and Co., Inc. Salary Deferral 401(k) Ps Plan · $25M · 378 · 76th

  • PART $25M
  • PART 378
  • PART 76th
  • PART 401(k)
  • PART near Cardigan Mountain School DC Retirement Plan
  • PART ind #7195

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 Retail Trade retirement plans → · Plans in Delaware →

I.G. Burton and Co., Inc. Salary Deferral 401(k) Ps Plan in the asset neighbourhood

I.G. Burton and Co., Inc. Salary Deferral 401(k) Ps PlanI.G. Burton and Co., Inc. Sa…$25MCardigan Mountain School DC Retirement PlanCardigan Mountain School DC …$25MAnderson & Vreeland, Inc. Profit Sharing PlanAnderson & Vreeland, Inc. Pr…$25MEnstructure 401(k) Plan$25MYunex LLC Savings Plan$25M
End-of-year total assets ($M) among I.G. Burton and Co., Inc. Salary Deferral 401(k) Ps Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN510102421
Plan Effective Date1961-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (I.G. Burton and Company, Inc.)

Sponsor-wide plan assets over time

All I.G. Burton and Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 37.64780330543127% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20.7M $28.4M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 344 $21M
2023 1 378 $25M
2024 1 446 $28M

Nearby 401(k) Plans in Delaware

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

I.G. Burton and Co., Inc. Salary Deferral 401(k) Ps Plan vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants I.G. Burton and Co., Inc. Salary Deferral 401(k) Ps Plan, Total assets ($B): 0.024999855 · Participants: 378I.G. Burton and Co., Inc. Salary Deferral 401(k) Ps PlanAstrazeneca Savings and Security Plan, Total assets ($B): 7.59933241 · Participants: 13734Astrazeneca Savings and Security PlanRetirement Savings Plan, Total assets ($B): 6.839304585 · Participants: 9968Retirement Savings PlanDupont Retirement Savings Plan, Total assets ($B): 3.237107237 · Participants: 9918Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 1.797467724 · Participants: 8557Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.267144025 · Participants: 1647Ashland Employee Savings Plan
I.G. Burton and Co., Inc. Salary Deferral 401(k) Ps Plan vs. nearby 401(k) plans in Delaware, assets vs. participants
Compare I.G. Burton and Co., Inc. Salary Deferral 401(k) Ps Plan side-by-side with 3 peers →

I.G. Burton and Co., Inc. Salary Deferral 401(k) Ps Plan's out-of-state 401(k) peers by assets and headcount

Outside Delaware, the nearest 401(k) by assets is Cardigan Mountain School DC Retirement Plan in NH ($25M); by covered participants it is Sdl Inc. 401(k) Plan in MA (378 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (378 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did I.G. Burton and Co., Inc. Salary Deferral 401(k) Ps Plan assets move in 2023? ▼
I.G. Burton and Co., Inc. Salary Deferral 401(k) Ps Plan grew sharply - up 21.1% during 2023, from $21M to $25M. Reported net income was $4M.
How have I.G. Burton and Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), I.G. Burton and Company, Inc.'s sponsor-wide assets grew 37.6%, from $21M to $28M.
Where does I.G. Burton and Co., Inc. Salary Deferral 401(k) Ps Plan rank by assets among Form 5500 filers? ▼
I.G. Burton and Co., Inc. Salary Deferral 401(k) Ps Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to I.G. Burton and Co., Inc. Salary Deferral 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cardigan Mountain School DC Retirement Plan in NH ($25M, 127 participants).
Which 401(k) plans cover a similar participant headcount to I.G. Burton and Co., Inc. Salary Deferral 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sdl Inc. 401(k) Plan in MA (378 participants, $58M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 510102421.

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.