401(k) · DOL Form 5500 · 2023

John Burns Research and Consulting LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
123
Participants Small participant base
65th
Percentile by assets National rank
$110,688
Avg per participant Below avg balance/head
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Official DOL plan name: John Burns Research and Consulting LLC 401(k) Plan · Sponsored by John Burns Research and Consulting LLC · California · Professional & Technical Services

$14M in assets, 123 participants

John Burns Research and Consulting LLC's John Burns Research and Consulting LLC 401(k) Plan reported $14M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #13,091 in Professional & Technical Services (20,321 peers)

Coverage in California

John Burns Research and Consulting LLC 401(k) Plan covers 123 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $14M.

#13,091
in Professional & Technical Services (20,321 peers)
+34.4%
assets growth YoY

John Burns Research and Consulting LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

John Burns Research and Consulting LLC 401(k) Plan vs every filed plan by assets

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

$13,614,683 Top 35% higher than 65% 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

John Burns Research and Consulting LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. John Burns Research and Consulting LLC 401(k) Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • John Burns Research and Consulting LLC 401(k) Plan reported net income rose from $380K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • John Burns Research and Consulting LLC 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • John Burns Research and Consulting LLC 401(k) Plan reported participants rose from 102 in the plan year 2022 filing to 123 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 010556156 · John Burns Research and Consulting LLC PY 2023 · 401(k)

John Burns Research and Consulting LLC 401(k) Plan · $14M · 123 · 65th

  • EBSA $14M
  • EBSA 123
  • EBSA 65th
  • EBSA 401(k)
  • EBSA near The Potter's House 401(k) Savings Plan
  • EBSA ind #13091

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 →

John Burns Research and Consulting LLC 401(k) Plan in the asset neighbourhood

Esperanza Health Centers 401(k) PlanEsperanza Health Centers 401…$14MPine Manor, Inc. 401(k) Plan$14MJohn Burns Research and Consulting LLC 401(k) PlanJohn Burns Research and Cons…$14MThe Potter's House 401(k) Savings PlanThe Potter's House 401(k) Sa…$14MElligo Health Research, Inc. 401(k) PlanElligo Health Research, Inc.…$14M
End-of-year total assets ($M) among John Burns Research and Consulting LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN010556156
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (John Burns Research and Consulting LLC)

Sponsor-wide plan assets over time

All John Burns Research and Consulting LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 77.00858649048169% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $10.1M $17.9M ▲ +77.0%
Year Plans Participants Total Assets
2022 1 102 $10M
2023 1 123 $14M
2024 1 143 $18M

Nearby 401(k) Plans in California

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

John Burns Research and Consulting LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants John Burns Research and Consulting LLC 401(k) Plan, Total assets ($B): 0.013614683 · Participants: 123John Burns Research and Consulting LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
John Burns Research and Consulting LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare John Burns Research and Consulting LLC 401(k) Plan side-by-side with 3 peers →

John Burns Research and Consulting LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Potter's House 401(k) Savings Plan in TX ($14M); by covered participants it is Sunchase Salary Savings Plan in NC (123 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (123 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 John Burns Research and Consulting LLC 401(k) Plan assets move in 2023? ▼
John Burns Research and Consulting LLC 401(k) Plan surged - up 34.4% during 2023, from $10M to $14M. Reported net income was $3M.
How have John Burns Research and Consulting LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John Burns Research and Consulting LLC's sponsor-wide assets grew 77.0%, from $10M to $18M.
Which 401(k) plans are similar in size to John Burns Research and Consulting LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Potter's House 401(k) Savings Plan in TX ($14M, 293 participants).
Which 401(k) plans cover a similar participant headcount to John Burns Research and Consulting LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sunchase Salary Savings Plan in NC (123 participants, $2M 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 010556156.

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.