Profit Sharing · DOL Form 5500 · 2023

Burhenn & Gest, LLP Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
35th
Percentile by assets National rank
$936,513
Avg per participant High balance/head
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Official DOL plan name: Burhenn & Gest, LLP Profit Sharing Plan · Sponsored by Burhenn & Gest, LLP · California · Professional & Technical Services

$3M in assets, 3 participants

Burhenn & Gest, LLP's Burhenn & Gest, LLP Profit Sharing Plan reported $3M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,394 in Professional & Technical Services (20,321 peers)

Burhenn & Gest, LLP multi-year trail

Burhenn & Gest, LLP's plans moved +42.3% in assets from 2022 to 2024; this filing shows Burhenn & Gest, LLP Profit Sharing Plan at $3M / 3 participants.

#6,394
in Professional & Technical Services (20,321 peers)
+16.0%
assets growth YoY

Burhenn & Gest, LLP Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Burhenn & Gest, LLP Profit Sharing Plan vs every filed plan by assets

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

$2,809,539 35th percentile higher than 35% 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

Burhenn & Gest, LLP Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burhenn & Gest, LLP Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Burhenn & Gest, LLP Profit Sharing Plan reported net income rose from -$453K in the plan year 2022 filing to $388K in the plan year 2023 filing.
  • Burhenn & Gest, LLP Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 954772597 · Burhenn & Gest, LLP PY 2023 · Profit Sharing

Burhenn & Gest, LLP Profit Sharing Plan · $3M · 3 · 35th

  • PCT $3M
  • EIN 3
  • RANK 35th
  • PHOTO Profit Sharing
  • IND near Deb Ventures Inc. Pension Transfer Trust Plan
  • EOY ind #6394

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 Professional & Technical Services retirement plans → · Plans in California →

Burhenn & Gest, LLP Profit Sharing Plan in the asset neighbourhood

Burhenn & Gest, LLP Profit Sharing PlanBurhenn & Gest, LLP Profit S…$3MDeb Ventures Inc. Pension Transfer Trust PlanDeb Ventures Inc. Pension Tr…$3MPacific Unlimited, Inc. 401(k) Profit Sharing PlanPacific Unlimited, Inc. 401(…$3MCommunication Counsel of Amer Inc Profit Sharing PlanCommunication Counsel of Ame…$3MGrandville Calvin Christian Schools 403(b) PlanGrandville Calvin Christian …$3M
End-of-year total assets ($M) among Burhenn & Gest, LLP Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Burhenn & Gest, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Burhenn & Gest, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$3M 42.280498677898166% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.42M $3.45M ▲ +42.6%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $3M
2024 1 3 $3M

Burhenn & Gest, LLP filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$388K
Employer EIN954772597
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Burhenn & Gest, LLP Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Burhenn & Gest, LLP Profit Sharing Plan, Total assets ($B): 0.002809539 · Participants: 3Burhenn & Gest, LLP Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Burhenn & Gest, LLP Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Burhenn & Gest, LLP Profit Sharing Plan side-by-side with 3 peers →

Burhenn & Gest, LLP Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Deb Ventures Inc. Pension Transfer Trust Plan in FL ($3M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Burhenn & Gest, LLP Profit Sharing Plan assets move in 2023? ▼
Burhenn & Gest, LLP Profit Sharing Plan grew sharply - up 16.0% during 2023, from $2M to $3M. Reported net income was $388K.
How have Burhenn & Gest, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burhenn & Gest, LLP's sponsor-wide assets grew 42.3%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Burhenn & Gest, LLP Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Deb Ventures Inc. Pension Transfer Trust Plan in FL ($3M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Burhenn & Gest, LLP Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 954772597.

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.