Profit Sharing · DOL Form 5500 · 2023
Burr and Burton Seminary D/B/a Burr and Burton Academy Profit Sharing Plan
Data updated 2026-08-11
- $28M
- Total assets
- 174
- Participants
- 78th
- Percentile by assets
- $159,180
- Avg per participant
Official DOL plan name: Burr and Burton Academy 403(b)Plan · Sponsored by Burr and Burton Seminary D/B/a Burr and Burton Academy · Vermont · Educational Services
$28M in assets, 174 participants
Burr and Burton Seminary D/B/a Burr and Burton Academy's Burr and Burton Academy 403(b)Plan reported $28M in total assets and 174 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- 78th percentile by assets (of 127,072 plans)
- #2,339 in Educational Services (3,735 peers)
Where Burr and Burton Academy 403(b)Plan sits by assets
Burr and Burton Academy 403(b)Plan sits in the top quartile of all filed plans by assets, $28M for 174 participants (~$159,180/participant), up 15.6% in 2023.
- $28M
- total plan assets (2023 EOY)
- 174
- covered participants
- 78th
- percentile by assets (of 127,072 plans)
- $159,180
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Burr and Burton Academy 403(b)Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Burr and Burton Academy 403(b)Plan end-of-year assets rose from $24M in the plan year 2022 filing to $28M in the plan year 2023 filing.
- Burr and Burton Academy 403(b)Plan reported participants rose from 159 in the plan year 2022 filing to 174 in the plan year 2023 filing.
Burr and Burton Academy 403(b)Plan vs the 2023 asset distribution
By assets, Burr and Burton Academy 403(b)Plan outranks 78% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $4M |
| Employer EIN | 030179404 |
| Plan Effective Date | 1986-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Burr and Burton Seminary D/B/a Burr and Burton Academy)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 159 | $24M |
| 2023 | 1 | 174 | $28M |
| 2024 | 1 | 176 | $30M |
Nearby Profit Sharing Plans in Vermont
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Burr and Burton Academy 403(b)Plan vs. nearby Profit Sharing plans in Vermont, assets vs. participants
- Champlain College Defined Contribution Retirement Plan $109M · 450
- Retirement Plan for Employees of Howardcenter $98M · 1,272
- Aspire Living & Learning, Inc. 403(b) Plan $25M · 996
- The Putney School 403-B Plan $20M · 82
- University of Vermont Foundation 403(b) Plan $16M · 76
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Burr and Burton Academy 403(b)Plan by total assets, not by location.
Frequently Asked Questions
How did Burr and Burton Academy 403(b)Plan assets move in 2023? ▼
How have Burr and Burton Seminary D/B/a Burr and Burton Academy plan assets changed over time? ▼
Where does Burr and Burton Academy 403(b)Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Burr and Burton Academy 403(b)Plan? ▼
Next read for Burr and Burton Academy 403(b)Plan
Scale reading
Ways to act on Burr and Burton Academy 403(b)Plan's numbers.
- By total assets, Burr and Burton Academy 403(b)Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Vermont. Compare plans
- Burr and Burton Seminary D/B/a Burr and Burton Academy's sponsor-wide assets have grown 25.3% since 2022 across 3 plan years on file. More Educational Services plans