401(k) · DOL Form 5500 · 2023
Burr D Enterprises Inc 401(k) Plan
Data updated 2026-08-25
- $507K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $507,461
- Avg per participant High balance/head
Official DOL plan name: Burr D Enterprises Retirement Plan · Sponsored by Burr D Enterprises Inc · Minnesota · Professional & Technical Services
$507K in assets, 1 participants
Burr D Enterprises Inc's Burr D Enterprises Retirement Plan reported $507K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 18th 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.
- #2,760 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Burr D Enterprises Retirement Plan holds $507K for 1 participant - about $507,461 per participant, among the smaller plans by assets on file.
- #2,760
- in Professional & Technical Services (20,321 peers)
- -0.1%
- assets change YoY
The plan reported a net loss of $436 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Burr D Enterprises Retirement Plan among the smaller filed plans by assets
Burr D Enterprises Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$507,461 18th percentile higher than 18% 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
Burr D Enterprises 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. Burr D Enterprises Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Burr D Enterprises Retirement Plan reported net income fell from $126 in the plan year 2022 filing to -$436 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 472772430 · Burr D Enterprises Inc PY 2023 · 401(k)
Burr D Enterprises Retirement Plan · $507K · 1 · 18th
- BOOK $507K
- VS-ST 1
- BOY 18th
- SCH 401(k)
- EBSA near Lakeland Golf Co. 401(k) Plan
- PART ind #2760
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 Minnesota →
Burr D Enterprises Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $508K |
|---|---|
| Net Assets (End of Year) | $507K |
| Net Income | -$436 |
| Employer EIN | 472772430 |
| Plan Effective Date | 2015-01-14 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Burr D Enterprises Inc)
Sponsor-wide plan assets over time
All Burr D Enterprises Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $490K 3.5444194393745185% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $508K |
| 2023 | 1 | 1 | $507K |
| 2024 | 1 | 1 | $490K |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
Burr D Enterprises Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Lakeland Golf Co. 401(k) Plan in TN ($507K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($507K here).
- Lakeland Golf Co. 401(k) Plan (TN) $507K · 15
- Lighting Supply Guy Retirement Plan (CA) $507K · 12
- Bucky's Storage Castle Rock, Inc. 401(k) Plan (WI) $508K · 2
- Brisys, Inc. 401(k) Profit Sharing Plan (CA) $507K · 2
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
- Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
- Armo 401(k) Trust (NJ) 1 · 0 off
- Provencio Enterprises Retirement Plan (TX) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.