Profit Sharing · DOL Form 5500 · 2023

Burr and Burton Seminary D/B/a Burr and Burton Academy Profit Sharing Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
174
Participants Small participant base
78th
Percentile by assets National rank
$159,180
Avg per participant Above avg balance/head
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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.

  • #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.

#2,339
in Educational Services (3,735 peers)
+15.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Burr and Burton Academy 403(b)Plan's outsized position by total assets

Burr and Burton Academy 403(b)Plan vs every filed plan by assets

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

$27,697,369 Top 22% higher than 78% 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

Burr and Burton Academy 403(b)Plan 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. Burr and Burton Academy 403(b)Plan sits mid-pack in the medium band (174 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 030179404 · Burr and Burton Seminary D/B/a Burr and Burton Academy PY 2023 · Profit Sharing

Burr and Burton Academy 403(b)Plan · $28M · 174 · 78th

  • PART $28M
  • PART 174
  • PART 78th
  • PART Profit Sharing
  • PART near Reit Management Corp. Profit Sharing Plan
  • PART ind #2339

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 Educational Services retirement plans → · Plans in Vermont →

Burr and Burton Academy 403(b)Plan in the asset neighbourhood

Plan De Retiro 1081.01(D) Del Hospital General MenonitaPlan De Retiro 1081.01(D) De…$28MReit Management Corp. Profit Sharing PlanReit Management Corp. Profit…$28MBurr and Burton Academy 403(b)PlanBurr and Burton Academy 403(…$28MCozen Oconnor Profit Sharing Plan BCozen Oconnor Profit Sharing…$28MIron Workers, Riggers & Machinery Movers Local 405 Annuity FundIron Workers, Riggers & Mach…$28M
End-of-year total assets ($M) among Burr and Burton Academy 403(b)Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$28M
Net Income$4M
Employer EIN030179404
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burr and Burton Seminary D/B/a Burr and Burton Academy)

Sponsor-wide plan assets over time

All Burr and Burton Seminary D/B/a Burr and Burton Academy plans reported in each filing year

Latest sponsor-wide plan assets
$30M 25.285691461691712% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $24M $30M ▲ +25.3%
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 Scatter plot of 6 data points. 050010001500 050100150 Total assets ($M) Participants Burr and Burton Academy 403(b)Plan, Total assets ($M): 27.697369 · Participants: 174Burr and Burton Academy 403(b)PlanChamplain College Defined Contribution Retirement Plan, Total assets ($M): 109.174879 · Participants: 450Champlain College Defined Contribution Retirement PlanRetirement Plan for Employees of Howardcenter, Total assets ($M): 97.55813 · Participants: 1272Retirement Plan for Employees of HowardcenterAspire Living & Learning, Inc. 403(b) Plan, Total assets ($M): 24.710386 · Participants: 996Aspire Living & Learning, Inc. 403(b) PlanThe Putney School 403-B Plan, Total assets ($M): 19.72566 · Participants: 82The Putney School 403-B PlanUniversity of Vermont Foundation 403(b) Plan, Total assets ($M): 16.17965 · Participants: 76University of Vermont Foundation 403(b) Plan
Burr and Burton Academy 403(b)Plan vs. nearby Profit Sharing plans in Vermont, assets vs. participants
Compare Burr and Burton Academy 403(b)Plan side-by-side with 3 peers →

Burr and Burton Academy 403(b)Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Vermont, the nearest Profit Sharing by assets is Reit Management Corp. Profit Sharing Plan in NY ($28M); by covered participants it is C. Blackburn Inc. Retirement Plan in NY (174 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (174 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 Burr and Burton Academy 403(b)Plan assets move in 2023? ▼
Burr and Burton Academy 403(b)Plan grew sharply - up 15.6% during 2023, from $24M to $28M. Reported net income was $4M.
How have Burr and Burton Seminary D/B/a Burr and Burton Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burr and Burton Seminary D/B/a Burr and Burton Academy's sponsor-wide assets grew 25.3%, from $24M to $30M.
Where does Burr and Burton Academy 403(b)Plan rank by assets among Form 5500 filers? ▼
Burr and Burton Academy 403(b)Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Burr and Burton Academy 403(b)Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Reit Management Corp. Profit Sharing Plan in NY ($28M, 15 participants).
Which Profit Sharing plans cover a similar participant headcount to Burr and Burton Academy 403(b)Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is C. Blackburn Inc. Retirement Plan in NY (174 participants, $6M 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 030179404.

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.