Profit Sharing · DOL Form 5500 · 2023

Burdell Properties Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
27th
Percentile by assets National rank
$472,963
Avg per participant High balance/head
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Official DOL plan name: Burdell Properties Profit Sharing Plan · Sponsored by Burdell Properties · California · Finance & Insurance

$1M in assets, 3 participants

Burdell Properties's Burdell Properties Profit Sharing Plan reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,577 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Burdell Properties Profit Sharing Plan holds $1M for 3 participants - about $472,963 per participant, in the lower half of filed plans by assets.

#1,577
in Finance & Insurance (8,869 peers)
+3.5%
assets growth YoY

Burdell Properties Profit Sharing Plan among the smaller filed plans by assets

Burdell Properties Profit Sharing Plan vs every filed plan by assets

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

$1,418,889 27th percentile higher than 27% 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

Burdell Properties 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. Burdell Properties 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

  • Burdell Properties Profit Sharing Plan reported net income rose from -$81K in the plan year 2022 filing to $48K in the plan year 2023 filing.
  • Burdell Properties Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 941651429 · Burdell Properties PY 2023 · Profit Sharing

Burdell Properties Profit Sharing Plan · $1M · 3 · 27th

  • EIN $1M
  • EIN 3
  • EIN 27th
  • EIN Profit Sharing
  • EIN near Eddie Nassar M.D.,P.a. Profit-Sharing Plan
  • EIN ind #1577

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 California →

Burdell Properties Profit Sharing Plan in the asset neighbourhood

Burdell Properties Profit Sharing PlanBurdell Properties Profit Sh…$1MEddie Nassar M.D.,P.a. Profit-Sharing PlanEddie Nassar M.D.,P.a. Profi…$1MState Bank of Lakota Employees Profit Sharing Plan & TrustState Bank of Lakota Employe…$1MP. Cara and W. Reichard Retirement PlanP. Cara and W. Reichard Reti…$1M224 Graphics, Inc. Retirement Plan224 Graphics, Inc. Retiremen…$1M
End-of-year total assets ($M) among Burdell Properties Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$48K
Employer EIN941651429
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burdell Properties)

Sponsor-wide plan assets over time

All Burdell Properties plans reported in each filing year

Latest sponsor-wide plan assets
$1M 4.15694098379065% vs 2022
2024 filing year
$1.36M$1.38M$1.4M$1.42M$1.44M 202220232024 $1.37M $1.43M ▲ +4.4%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 3 $1M
2024 1 3 $1M

Nearby Profit Sharing Plans in California

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

Burdell Properties Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Burdell Properties Profit Sharing Plan, Total assets ($B): 0.001418889 · Participants: 3Burdell Properties 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
Burdell Properties Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Burdell Properties Profit Sharing Plan side-by-side with 3 peers →

Burdell Properties Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Eddie Nassar M.D.,P.a. Profit-Sharing Plan in TX ($1M); 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 Burdell Properties Profit Sharing Plan assets move in 2023? ▼
Burdell Properties Profit Sharing Plan edged up modestly - up 3.5% during 2023, from $1M to $1M. Reported net income was $48K.
How have Burdell Properties plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burdell Properties's sponsor-wide assets grew 4.2%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Burdell Properties Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Eddie Nassar M.D.,P.a. Profit-Sharing Plan in TX ($1M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Burdell Properties 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 941651429.

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.