ESOP · DOL Form 5500 · 2023

Burns & Mcdonnell, Inc ESOP

Data updated 2026-08-25

$4.7B
Total assets Very large vs avg
8,553
Participants Very large workforce
100th
Percentile by assets National rank
$550,521
Avg per participant High balance/head
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Official DOL plan name: Burns & Mcdonnell, Inc. Employee Stock Ownership Plan · Sponsored by Burns & Mcdonnell, Inc · Missouri · Professional & Technical Services

$4.7B in assets, 8,553 participants

Burns & Mcdonnell, Inc's Burns & Mcdonnell, Inc. Employee Stock Ownership Plan reported $4.7B in total assets and 8,553 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • #20,295 in Professional & Technical Services (20,321 peers)

Coverage in Missouri

Burns & Mcdonnell, Inc. Employee Stock Ownership Plan covers 8,553 participants in Missouri, 12x the typical Missouri plan (state average ~737 per filing). Assets: $4.7B.

#20,295
in Professional & Technical Services (20,321 peers)
+18.9%
assets growth YoY
47×
vs typical plan assets (national mean)

Burns & Mcdonnell, Inc. Employee Stock Ownership Plan's outsized position by total assets

Burns & Mcdonnell, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,708,605,759 Highest reported value at or above every one 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

Burns & Mcdonnell, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burns & Mcdonnell, Inc. Employee Stock Ownership Plan lands in the large band (8,553 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Burns & Mcdonnell, Inc. Employee Stock Ownership Plan reported net income rose from $285M in the plan year 2022 filing to $758M in the plan year 2023 filing.
  • Burns & Mcdonnell, Inc. Employee Stock Ownership Plan end-of-year assets rose from $4.0B in the plan year 2022 filing to $4.7B in the plan year 2023 filing.
  • Burns & Mcdonnell, Inc. Employee Stock Ownership Plan reported participants rose from 7,358 in the plan year 2022 filing to 8,553 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 431393692 · Burns & Mcdonnell, Inc PY 2023 · ESOP

Burns & Mcdonnell, Inc. Employee Stock Ownership Plan · $4.7B · 8,553 · 100th

  • PHOTO $4.7B
  • IND 8,553
  • EOY 100th
  • 5500 ESOP
  • ASSETS near Winco Employee Stock Ownership Plan
  • PCT ind #20295

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 What is an ESOP? → · Plans in Missouri →

Burns & Mcdonnell, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Wawa, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ow…$5.3BBurns & Mcdonnell, Inc. Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Empl…$4.7BWinco Employee Stock Ownership PlanWinco Employee Stock Ownersh…$4.7BAmsted Industries Incorporated Employees' Stock Ownership PlanAmsted Industries Incorporat…$4.4BParsons Employee Stock Ownership PlanParsons Employee Stock Owner…$3.8B
End-of-year total assets ($B) among Burns & Mcdonnell, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$4.0B
Net Assets (End of Year)$4.7B
Net Income$758M
Employer EIN431393692
Plan Effective Date1985-12-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Burns & Mcdonnell, Inc)

Sponsor-wide plan assets over time

All Burns & Mcdonnell, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$7.5B 42.9214163651567% vs 2022
2024 filing year
$5B$6B$7B$8B 202220232024 $5.27B $7.53B ▲ +42.9%
Year Plans Participants Total Assets
2022 3 14,851 $5.3B
2023 3 17,697 $6.4B
2024 2 20,333 $7.5B

Nearby ESOP Plans in Missouri

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

Burns & Mcdonnell, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 012345 Total assets ($B) Participants Burns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.708605759 · Participants: 8553Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.489427066 · Participants: 3651Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.442677383 · Participants: 560Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.429385855 · Participants: 2457Je Dunn Employee Stock Ownership Plan and TrustEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.312725972 · Participants: 1947Emery Sapp Employee Stock Ownership PlanSrc Employee Stock Ownership Plan and Trust, Total assets ($B): 0.268607056 · Participants: 1561Src Employee Stock Ownership Plan and Trust
Burns & Mcdonnell, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Burns & Mcdonnell, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Scale composition for Burns & Mcdonnell, Inc. Employee Stock Ownership Plan

Burns & Mcdonnell, Inc. Employee Stock Ownership Plan reports $4.7B in end-of-year assets across 8,553 participants (0.038% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $550,521 per participant (4.0x the national average assets-per-participant) . Net income for plan year 2023 was $758M.

This plan identity (EIN 431393692, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $4.0B to $5.5B (+37.9%) while covered participants moved from 7,358 to 9,902 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 7,358 $4.0B Open filing
2023 8,553 $4.7B This page
2024 · index core 9,902 $5.5B Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Burns & Mcdonnell, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Winco Employee Stock Ownership Plan in ID ($4.7B); by covered participants it is Polaris Inc. Employee Stock Ownership Plan in MN (8,758 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4.7B here).

Similar participant headcount

Nearest other-state filings by covered participants (8,553 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 Burns & Mcdonnell, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Burns & Mcdonnell, Inc. Employee Stock Ownership Plan grew sharply - up 18.9% during 2023, from $4.0B to $4.7B. Reported net income was $758M.
How have Burns & Mcdonnell, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burns & Mcdonnell, Inc's sponsor-wide assets grew 42.9%, from $5.3B to $7.5B.
Where does Burns & Mcdonnell, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Burns & Mcdonnell, Inc. Employee Stock Ownership Plan ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which ESOP plans are similar in size to Burns & Mcdonnell, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Winco Employee Stock Ownership Plan in ID ($4.7B, 16,664 participants).
Which ESOP plans cover a similar participant headcount to Burns & Mcdonnell, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Polaris Inc. Employee Stock Ownership Plan in MN (8,758 participants, $293M 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 431393692.

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.