401(k) · DOL Form 5500 · 2023

Burns, Bryant, Cox, Rockefeller, & Durkin P.a. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
10
Participants Small participant base
50th
Percentile by assets National rank
$658,194
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bbcr & D 401(k) and Profit Sharing Plan · Sponsored by Burns, Bryant, Cox, Rockefeller, & Durkin P.a. · New Hampshire · Professional & Technical Services

$7M in assets, 10 participants

Burns, Bryant, Cox, Rockefeller, & Durkin P.a.'s Bbcr & D 401(k) and Profit Sharing Plan reported $7M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,780 in Professional & Technical Services (20,321 peers)

Burns, Bryant, Cox, Rockefeller, & Durkin P.a. multi-year trail

Burns, Bryant, Cox, Rockefeller, & Durkin P.a.'s plans moved -11.1% in assets from 2022 to 2024; this filing shows Bbcr & D 401(k) and Profit Sharing Plan at $7M / 10 participants.

#9,780
in Professional & Technical Services (20,321 peers)
+17.7%
assets growth YoY

Bbcr & D 401(k) and Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bbcr & D 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$6,581,939 Top 50% higher than 50% 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

Bbcr & D 401(k) and 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. Bbcr & D 401(k) and Profit Sharing Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bbcr & D 401(k) and Profit Sharing Plan reported net income rose from -$722K in the plan year 2022 filing to $989K in the plan year 2023 filing.
  • Bbcr & D 401(k) and Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Bbcr & D 401(k) and Profit Sharing Plan reported participants fell from 11 in the plan year 2022 filing to 10 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 020366528 · Burns, Bryant, Cox, Rockefeller, & Durkin P.a. PY 2023 · 401(k)

Bbcr & D 401(k) and Profit Sharing Plan · $7M · 10 · 50th

  • EOY $7M
  • 5500 10
  • ASSETS 50th
  • PCT 401(k)
  • EIN near Sugar Bowl 401(k) Plan
  • RANK ind #9780

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 New Hampshire →

Bbcr & D 401(k) and Profit Sharing Plan in the asset neighbourhood

Bbcr & D 401(k) and Profit Sharing PlanBbcr & D 401(k) and Profit S…$7MSugar Bowl 401(k) Plan$7MSouth Texas Spinal Clinic, P. a. 401(k) PlanSouth Texas Spinal Clinic, P…$7MHealthwell Foundation 401(k) PlanHealthwell Foundation 401(k)…$7MAudley Travel US, Inc. 401(k) Ps PlanAudley Travel US, Inc. 401(k…$7M
End-of-year total assets ($M) among Bbcr & D 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Burns, Bryant, Cox, Rockefeller, & Durkin P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Burns, Bryant, Cox, Rockefeller, & Durkin P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 11.057553056444549% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $5.59M $4.97M ▼ -11.1%
Year Plans Participants Total Assets
2022 1 11 $6M
2023 1 10 $7M
2024 1 11 $5M

Burns, Bryant, Cox, Rockefeller, & Durkin P.a. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$989K
Employer EIN020366528
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Hampshire

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

Bbcr & D 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Bbcr & D 401(k) and Profit Sharing Plan, Total assets ($M): 6.581939 · Participants: 10Bbcr & D 401(k) and Profit Sharing PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 574.6136 · Participants: 12135C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 461.503498 · Participants: 977Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 447.510354 · Participants: 1784Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 378.181216 · Participants: 2702Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 362.577523 · Participants: 2708Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Bbcr & D 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Bbcr & D 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Bbcr & D 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Sugar Bowl 401(k) Plan in CA ($7M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Bbcr & D 401(k) and Profit Sharing Plan assets move in 2023? ▼
Bbcr & D 401(k) and Profit Sharing Plan grew sharply - up 17.7% during 2023, from $6M to $7M. Reported net income was $989K.
How have Burns, Bryant, Cox, Rockefeller, & Durkin P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burns, Bryant, Cox, Rockefeller, & Durkin P.a.'s sponsor-wide assets declined 11.1%, from $6M to $5M.
Which 401(k) plans are similar in size to Bbcr & D 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sugar Bowl 401(k) Plan in CA ($7M, 162 participants).
Which 401(k) plans cover a similar participant headcount to Bbcr & D 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 020366528.

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.