Profit Sharing · DOL Form 5500 · 2023

Burgi 627, Inc. Profit Sharing Plan

Data updated 2026-08-25

$123K
Total assets Small plan by assets
2
Participants Small participant base
8th
Percentile by assets National rank
$61,596
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Burgi 627, Inc. Retirement Plan · Sponsored by Burgi 627, Inc. · Pennsylvania · Healthcare & Social Assistance

$123K in assets, 2 participants

Burgi 627, Inc.'s Burgi 627, Inc. Retirement Plan reported $123K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

  • #920 in Healthcare & Social Assistance (17,684 peers)

Burgi 627, Inc. multi-year trail

Burgi 627, Inc.'s plans moved +11.4% in assets from 2022 to 2024; this filing shows Burgi 627, Inc. Retirement Plan at $123K / 2 participants.

#920
in Healthcare & Social Assistance (17,684 peers)
+43.7%
assets growth YoY

Burgi 627, Inc. Retirement Plan among the smaller filed plans by assets

Burgi 627, Inc. Retirement Plan vs every filed plan by assets

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

$123,192 8th percentile higher than 8% 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

Burgi 627, Inc. Retirement 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. Burgi 627, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Burgi 627, Inc. Retirement Plan reported net income rose from -$3K in the plan year 2022 filing to $37K in the plan year 2023 filing.
  • Burgi 627, Inc. Retirement Plan end-of-year assets rose from $86K in the plan year 2022 filing to $123K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 831818627 · Burgi 627, Inc. PY 2023 · Profit Sharing

Burgi 627, Inc. Retirement Plan · $123K · 2 · 8th

  • EIN $123K
  • EIN 2
  • EIN 8th
  • EIN Profit Sharing
  • EIN near Sun West Financial Services International Inc 1081. 01(D) Plan
  • EIN ind #920

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Burgi 627, Inc. Retirement Plan in the asset neighbourhood

Burgi 627, Inc. Retirement PlanBurgi 627, Inc. Retirement P…$123KSun West Financial Services International Inc 1081. 01(D) PlanSun West Financial Services …$123KPrado Soto Inc. Retirement PlanPrado Soto Inc. Retirement P…$123KJose J. Iguina Goitia Retirement PlanJose J. Iguina Goitia Retire…$123KDfw Test Inc Profit Sharing Plan & TrustDfw Test Inc Profit Sharing …$123K
End-of-year total assets ($M) among Burgi 627, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Burgi 627, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Burgi 627, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$95K 11.356639768645925% vs 2022
2024 filing year
$0.08M$0.09M$0.1M$0.11M$0.12M$0.13M 202220232024 $0.09M $0.1M ▲ +11.1%
Year Plans Participants Total Assets
2022 1 2 $86K
2023 1 2 $123K
2024 1 2 $95K

Burgi 627, Inc. filing trail (2023)

Total Assets (Beginning of Year)$86K
Net Assets (End of Year)$123K
Net Income$37K
Employer EIN831818627
Plan Effective Date2018-09-06
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Burgi 627, Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Burgi 627, Inc. Retirement Plan, Total assets ($B): 0.000123192 · Participants: 2Burgi 627, Inc. Retirement PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Burgi 627, Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Burgi 627, Inc. Retirement Plan side-by-side with 3 peers →

Burgi 627, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Sun West Financial Services International Inc 1081. 01(D) Plan in PR ($123K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Burgi 627, Inc. Retirement Plan assets move in 2023? ▼
Burgi 627, Inc. Retirement Plan surged - up 43.7% during 2023, from $86K to $123K. Reported net income was $37K.
How have Burgi 627, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burgi 627, Inc.'s sponsor-wide assets grew 11.4%, from $86K to $95K.
Where does Burgi 627, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Burgi 627, Inc. Retirement Plan ranks in the 8th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Burgi 627, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Sun West Financial Services International Inc 1081. 01(D) Plan in PR ($123K, 47 participants).
Which Profit Sharing plans cover a similar participant headcount to Burgi 627, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 831818627.

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.