401(k) · DOL Form 5500 · 2023
Bourn Companies Administration, LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 25
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $100,988
- Avg per participant Below avg balance/head
Official DOL plan name: Bourn Companies Administration , LLC Savings Plan · Sponsored by Bourn Companies Administration, LLC · Arizona · Real Estate
$3M in assets, 25 participants
Bourn Companies Administration, LLC's Bourn Companies Administration , LLC Savings Plan reported $3M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.
- #2,516 in Real Estate (4,727 peers)
Real Estate sector rank
Within Real Estate, Bourn Companies Administration , LLC Savings Plan ranks #2,516 of 4,727 2023 filers by assets (1028% of the sector average)-$3M for 25 participants.
- #2,516
- in Real Estate (4,727 peers)
- +40.7%
- assets growth YoY
Bourn Companies Administration , LLC Savings Plan among the smaller filed plans by assets
Bourn Companies Administration , LLC Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,524,692 33rd percentile higher than 33% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Bourn Companies Administration , LLC Savings Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bourn Companies Administration , LLC Savings Plan is a small filing (25 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bourn Companies Administration , LLC Savings Plan reported net income rose from -$260K in the plan year 2022 filing to $730K in the plan year 2023 filing.
- Bourn Companies Administration , LLC Savings Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Bourn Companies Administration , LLC Savings Plan reported participants rose from 20 in the plan year 2022 filing to 25 in the plan year 2023 filing.
DOL schedule card
Filing strip 203860841 · Bourn Companies Administration, LLC PY 2023 · 401(k)
Bourn Companies Administration , LLC Savings Plan · $3M · 25 · 33rd
- EBSA $3M
- EBSA 25
- EBSA 33rd
- EBSA 401(k)
- EBSA near Emit Technologies 401(k) Plan
- EBSA ind #2516
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 →
Bourn Companies Administration , LLC Savings Plan in the asset neighbourhood
Real Estate filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $730K |
| Employer EIN | 203860841 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bourn Companies Administration, LLC)
Sponsor-wide plan assets over time
All Bourn Companies Administration, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 91.63977516456707% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20 | $2M |
| 2023 | 1 | 25 | $3M |
| 2024 | 1 | 32 | $3M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
Bourn Companies Administration , LLC Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Emit Technologies 401(k) Plan in WY ($3M); by covered participants it is Pyromet 401(k) Plan in PA (25 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.
- Pyromet 401(k) Plan (PA) 25 · 0 off
- Pulley & Associates, Inc. Profit Sharing Plan (GA) 25 · 0 off
- Two Daughters Logistics, Inc. 401(k) Profit Sharing Plan and Trust (CA) 25 · 0 off
- Kathcar Incorporated Retirement Plan (PA) 25 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.