401(k) · DOL Form 5500 · 2023

W. Atlee Burpee and Company 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
165
Participants Small participant base
71st
Percentile by assets National rank
$111,450
Avg per participant Below avg balance/head
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Official DOL plan name: The Burpee Retirement Savings Plan · Sponsored by W. Atlee Burpee and Company · Pennsylvania · Agriculture, Forestry & Fishing

$18M in assets, 165 participants

W. Atlee Burpee and Company's The Burpee Retirement Savings Plan reported $18M in total assets and 165 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #1,010 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in Pennsylvania

The Burpee Retirement Savings Plan covers 165 participants in Pennsylvania, about 20% of the average Pennsylvania filer (state average ~822 per filing). Assets: $18M.

#1,010
in Agriculture, Forestry & Fishing (1,288 peers)
+20.4%
assets growth YoY

The Burpee Retirement Savings Plan's outsized position by total assets

The Burpee Retirement Savings Plan vs every filed plan by assets

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

$18,389,306 Top 29% higher than 71% 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

The Burpee Retirement Savings 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. The Burpee Retirement Savings Plan sits mid-pack in the medium band (165 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Burpee Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Burpee Retirement Savings Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • The Burpee Retirement Savings Plan reported participants rose from 138 in the plan year 2022 filing to 165 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 230447250 · W. Atlee Burpee and Company PY 2023 · 401(k)

The Burpee Retirement Savings Plan · $18M · 165 · 71st

  • VS-ST $18M
  • BOY 165
  • SCH 71st
  • EBSA 401(k)
  • PART near Fremont Motors 401(k) Plan
  • TYPE ind #1010

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Pennsylvania →

The Burpee Retirement Savings Plan in the asset neighbourhood

The Burpee Retirement Savings PlanThe Burpee Retirement Saving…$18MFremont Motors 401(k) Plan$18MTifco Industries, Inc. Employees' 401(k) PlanTifco Industries, Inc. Emplo…$18MPrice Modern, LLC 401(k) Retirement PlanPrice Modern, LLC 401(k) Ret…$18MRady Children's Physician Management Services, Inc. 401(k) PlanRady Children's Physician Ma…$18M
End-of-year total assets ($M) among The Burpee Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN230447250
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (W. Atlee Burpee and Company)

Sponsor-wide plan assets over time

All W. Atlee Burpee and Company plans reported in each filing year

Latest sponsor-wide plan assets
$19M 25.051208565360632% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.3M $19.1M ▲ +25.1%
Year Plans Participants Total Assets
2022 1 138 $15M
2023 1 165 $18M
2024 1 166 $19M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Burpee Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants The Burpee Retirement Savings Plan, Total assets ($B): 0.018389306 · Participants: 165The Burpee Retirement Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
The Burpee Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Burpee Retirement Savings Plan side-by-side with 3 peers →

The Burpee Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Fremont Motors 401(k) Plan in WY ($18M); by covered participants it is Fruitsmart 401(k) Plan in WA (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (165 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 The Burpee Retirement Savings Plan assets move in 2023? ▼
The Burpee Retirement Savings Plan grew sharply - up 20.4% during 2023, from $15M to $18M. Reported net income was $3M.
How have W. Atlee Burpee and Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W. Atlee Burpee and Company's sponsor-wide assets grew 25.1%, from $15M to $19M.
Which 401(k) plans are similar in size to The Burpee Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fremont Motors 401(k) Plan in WY ($18M, 363 participants).
Which 401(k) plans cover a similar participant headcount to The Burpee Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fruitsmart 401(k) Plan in WA (165 participants, $3M 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 230447250.

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.