Defined Benefit (Pension) · DOL Form 5500 · 2022

Burnham Holdings, Inc. Pension Plan

Data updated 2026-08-25

$129M
Total assets Near avg plan size
227
Participants Below avg headcount
94th
Percentile by assets National rank
$568,358
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of the Burnham Group · Sponsored by Burnham Holdings, Inc. · Pennsylvania · Management of Enterprises

$129M in assets, 227 participants

Burnham Holdings, Inc.'s Retirement Plan for Employees of the Burnham Group reported $129M in total assets and 227 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #968 in Management of Enterprises (1,193 peers)

Coverage in Pennsylvania

Retirement Plan for Employees of the Burnham Group covers 227 participants in Pennsylvania, about 28% of the average Pennsylvania filer (state average ~822 per filing). Assets: $129M.

#968
in Management of Enterprises (1,193 peers)
-4.6%
assets change YoY
1.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Employees of the Burnham Group's outsized position by total assets

Retirement Plan for Employees of the Burnham Group vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$129,017,356 Top 6% higher than 94% of 139,123 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 2022

Retirement Plan for Employees of the Burnham Group among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of the Burnham Group sits mid-pack in the medium band (227 participants).

Form 5500 schedule snapshot

Filing strip 421561863 · Burnham Holdings, Inc. PY 2022 · Defined Benefit (Pension)

Retirement Plan for Employees of the Burnham Group · $129M · 227 · 94th

  • BOY $129M
  • SCH 227
  • EBSA 94th
  • PART Defined Benefit (Pension)
  • TYPE near Pension Fund of Make-Up Artists & Hair Stylists Union - Local 798 - Iatse
  • NET ind #968

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 Management of Enterprises retirement plans → · Plans in Pennsylvania →

Retirement Plan for Employees of the Burnham Group in the asset neighbourhood

Borgwarner Inc. Retirement PlanBorgwarner Inc. Retirement P…$129MRetirement Plan for Employees of the Burnham GroupRetirement Plan for Employee…$129MPension Fund of Make-Up Artists & Hair Stylists Union - Local 798 - IatsePension Fund of Make-Up Arti…$129MHodgson Russ Retirement Plan$129MI.B.E.W. Local Union # 654 - Defined Benefit Pension PlanI.B.E.W. Local Union # 654 -…$129M
End-of-year total assets ($M) among Retirement Plan for Employees of the Burnham Group and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$135M
Net Assets (End of Year)$129M
Net Income-$6M
Employer EIN421561863
Plan Effective Date1950-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burnham Holdings, Inc.)

Sponsor-wide plan assets over time

All Burnham Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$81M 58.19634164395092% vs 2022
2024 filing year
$50M$100M$150M$200M$250M 202220232024 $193M $80.6M ▼ -58.2%
Year Plans Participants Total Assets
2022 3 989 $193M
2023 3 1,055 $206M
2024 2 823 $81M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of the Burnham Group vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Retirement Plan for Employees of the Burnham Group, Total assets ($B): 0.129017356 · Participants: 227Retirement Plan for Employees of the Burnham GroupNational Elevator Industry Pension Plan, Total assets ($B): 10.401485458 · Participants: 27097National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York Mellon Corporation Pension Plan
Retirement Plan for Employees of the Burnham Group vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Retirement Plan for Employees of the Burnham Group side-by-side with 3 peers →

Retirement Plan for Employees of the Burnham Group's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Pension Fund of Make-Up Artists & Hair Stylists Union - Local 798 - Iatse in CA ($129M); by covered participants it is Louisiana Carpenters Pension Fund in TN (227 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (227 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Retirement Plan for Employees of the Burnham Group assets move in 2022? ▼
Retirement Plan for Employees of the Burnham Group edged down modestly - down 4.6% during 2022, from $135M to $129M. Reported net income was -$6M.
How have Burnham Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burnham Holdings, Inc.'s sponsor-wide assets declined 58.2%, from $193M to $81M.
Where does Retirement Plan for Employees of the Burnham Group rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of the Burnham Group ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of the Burnham Group? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Fund of Make-Up Artists & Hair Stylists Union - Local 798 - Iatse in CA ($129M, 1,850 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of the Burnham Group? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Louisiana Carpenters Pension Fund in TN (227 participants, $63M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 421561863.

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.