401(k) · DOL Form 5500 · 2023

Paul Burrell Management, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
372
Participants Below avg headcount
33rd
Percentile by assets National rank
$6,815
Avg per participant Low balance/head
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Official DOL plan name: Paul Burrell Management, Inc. 401(k) Plan · Sponsored by Paul Burrell Management, Inc. · Kentucky · Food Services & Accommodation

$3M in assets, 372 participants

Paul Burrell Management, Inc.'s Paul Burrell Management, Inc. 401(k) Plan reported $3M in total assets and 372 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,667 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Paul Burrell Management, Inc. 401(k) Plan ranks #2,667 of 3,828 2023 filers by assets (772% of the sector average)-$3M for 372 participants.

#2,667
in Food Services & Accommodation (3,828 peers)
+43.2%
assets growth YoY

Paul Burrell Management, Inc. 401(k) Plan among the smaller filed plans by assets

Paul Burrell Management, Inc. 401(k) Plan vs every filed plan by assets

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

$2,535,062 33rd percentile higher than 33% 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

Paul Burrell Management, Inc. 401(k) 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. Paul Burrell Management, Inc. 401(k) Plan sits mid-pack in the medium band (372 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Paul Burrell Management, Inc. 401(k) Plan reported net income rose from $118K in the plan year 2022 filing to $765K in the plan year 2023 filing.
  • Paul Burrell Management, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Paul Burrell Management, Inc. 401(k) Plan reported participants rose from 357 in the plan year 2022 filing to 372 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 262916376 · Paul Burrell Management, Inc. PY 2023 · 401(k)

Paul Burrell Management, Inc. 401(k) Plan · $3M · 372 · 33rd

  • IND $3M
  • EOY 372
  • 5500 33rd
  • ASSETS 401(k)
  • PCT near Robert G. Zingale, Md, PLLC 401(k) Profit Sharing Plan
  • EIN ind #2667

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 Food Services & Accommodation retirement plans → · Plans in Kentucky →

Paul Burrell Management, Inc. 401(k) Plan in the asset neighbourhood

Paul Burrell Management, Inc. 401(k) PlanPaul Burrell Management, Inc…$3MRobert G. Zingale, Md, PLLC 401(k) Profit Sharing PlanRobert G. Zingale, Md, PLLC …$3MSchloegel Remodel & Design, LLC Salary Investment & Profit Sharing PlanSchloegel Remodel & Design, …$3MBroadview Financial Management, LLC Retirement PlanBroadview Financial Manageme…$3MComprehensive Women's Healthcare 401(k) PlanComprehensive Women's Health…$3M
End-of-year total assets ($M) among Paul Burrell Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$765K
Employer EIN262916376
Plan Effective Date2017-01-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Paul Burrell Management, Inc.)

Sponsor-wide plan assets over time

All Paul Burrell Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 91.111409929873% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M$4M 202220232024 $1.77M $3.38M ▲ +91.0%
Year Plans Participants Total Assets
2022 1 357 $2M
2023 1 372 $3M
2024 1 429 $3M

Nearby 401(k) Plans in Kentucky

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

Paul Burrell Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Paul Burrell Management, Inc. 401(k) Plan, Total assets ($B): 0.002535062 · Participants: 372Paul Burrell Management, Inc. 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Paul Burrell Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Paul Burrell Management, Inc. 401(k) Plan side-by-side with 3 peers →

Paul Burrell Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Robert G. Zingale, Md, PLLC 401(k) Profit Sharing Plan in NY ($3M); by covered participants it is Brockway-Smith Company Savings & Investment Pl Tr in MA (372 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (372 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 Paul Burrell Management, Inc. 401(k) Plan assets move in 2023? ▼
Paul Burrell Management, Inc. 401(k) Plan surged - up 43.2% during 2023, from $2M to $3M. Reported net income was $765K.
How have Paul Burrell Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Paul Burrell Management, Inc.'s sponsor-wide assets grew 91.1%, from $2M to $3M.
Which 401(k) plans are similar in size to Paul Burrell Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Robert G. Zingale, Md, PLLC 401(k) Profit Sharing Plan in NY ($3M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Paul Burrell Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brockway-Smith Company Savings & Investment Pl Tr in MA (372 participants, $11M 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 262916376.

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.