401(k) · DOL Form 5500 · 2023
Burns & Levinson LLP 401(k) Plan
Data updated 2026-08-25
- $83M
- Total assets Below avg plan size
- 125
- Participants Small participant base
- 90th
- Percentile by assets National rank
- $660,146
- Avg per participant High balance/head
Official DOL plan name: Burns & Levinson LLP Retirement Plan for Partners & Legal Administrative Assistants · Sponsored by Burns & Levinson LLP · Massachusetts · Professional & Technical Services
$83M in assets, 125 participants
Burns & Levinson LLP's Burns & Levinson LLP Retirement Plan for Partners & Legal Administrative Assistants reported $83M in total assets and 125 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #18,519 in Professional & Technical Services (20,321 peers)
Coverage in Massachusetts
Burns & Levinson LLP Retirement Plan for Partners & Legal Administrative Assistants covers 125 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $83M.
- #18,519
- in Professional & Technical Services (20,321 peers)
- +21.9%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Burns & Levinson LLP Retirement Plan for Partners & Legal Administrative Assistants's outsized position by total assets
Burns & Levinson LLP Retirement Plan for Partners & Legal Administrative Assistants vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$82,518,206 Top 10% higher than 90% 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
Burns & Levinson LLP Retirement Plan for Partners & Legal Administrative Assistants 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. Burns & Levinson LLP Retirement Plan for Partners & Legal Administrative Assistants sits mid-pack in the medium band (125 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Burns & Levinson LLP Retirement Plan for Partners & Legal Administrative Assistants reported net income rose from -$14M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Burns & Levinson LLP Retirement Plan for Partners & Legal Administrative Assistants end-of-year assets rose from $68M in the plan year 2022 filing to $83M in the plan year 2023 filing.
- Burns & Levinson LLP Retirement Plan for Partners & Legal Administrative Assistants reported participants fell from 127 in the plan year 2022 filing to 125 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 042265163 · Burns & Levinson LLP PY 2023 · 401(k)
Burns & Levinson LLP Retirement Plan for Partners & Legal Administrative Assistants · $83M · 125 · 90th
- EBSA $83M
- PART 125
- TYPE 90th
- NET 401(k)
- BOOK near Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan
- VS-ST ind #18519
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 Massachusetts →
Burns & Levinson LLP Retirement Plan for Partners & Legal Administrative Assistants in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $68M |
|---|---|
| Net Assets (End of Year) | $83M |
| Net Income | $14M |
| Employer EIN | 042265163 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Burns & Levinson LLP)
Sponsor-wide plan assets over time
All Burns & Levinson LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 243 | $87M |
| 2023 | 2 | 238 | $106M |
| 2024 | 2 | 251 | N/A |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Burns & Levinson LLP Retirement Plan for Partners & Legal Administrative Assistants's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan in AL ($83M); by covered participants it is R. C. Construction Co., Inc. 401(k) Salary Savings Plan in MS (125 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($83M here).
- Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan (AL) $83M · 206
- Ppc Retirement Plan (GA) $83M · 1,066
- Albireo Energy, LLC 401(k) Plan (NJ) $83M · 928
- Natureworks LLC 401(k) Plan (MN) $83M · 177
Similar participant headcount
Nearest other-state filings by covered participants (125 participants); asset peers above are excluded.
- R. C. Construction Co., Inc. 401(k) Salary Savings Plan (MS) 125 · 0 off
- The Dotson Company, Inc. 401(k) Retirement Plan (MN) 125 · 0 off
- The Contractors Retirement Plan (MD) 125 · 0 off
- Cwie Holding Company, Inc. 401(k) Plan (AZ) 125 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.