Profit Sharing · DOL Form 5500 · 2023
Burgess Health Center Profit Sharing Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 277
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $55,316
- Avg per participant Low balance/head
Official DOL plan name: Burgess Health Center 403(b) Plan · Sponsored by Burgess Health Center · Iowa · Healthcare & Social Assistance
$15M in assets, 277 participants
Burgess Health Center's Burgess Health Center 403(b) Plan reported $15M in total assets and 277 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #12,843 in Healthcare & Social Assistance (17,684 peers)
Coverage in Iowa
Burgess Health Center 403(b) Plan covers 277 participants in Iowa, about 45% of the average Iowa filer (state average ~609 per filing). Assets: $15M.
- #12,843
- in Healthcare & Social Assistance (17,684 peers)
- +12.5%
- assets growth YoY
Burgess Health Center 403(b) Plan's outsized position by total assets
Burgess Health Center 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,322,430 Top 32% higher than 68% 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
Burgess Health Center 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. Burgess Health Center 403(b) Plan sits mid-pack in the medium band (277 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Burgess Health Center 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Burgess Health Center 403(b) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 420859940 · Burgess Health Center PY 2023 · Profit Sharing
Burgess Health Center 403(b) Plan · $15M · 277 · 68th
- EBSA $15M
- PART 277
- TYPE 68th
- NET Profit Sharing
- BOOK near Marklund Employee Retirement Savings Plan
- VS-ST ind #12843
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 Healthcare & Social Assistance retirement plans → · Plans in Iowa →
Burgess Health Center 403(b) Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 420859940 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Burgess Health Center)
Sponsor-wide plan assets over time
All Burgess Health Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 15.35575033671607% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 275 | $14M |
| 2023 | 1 | 277 | $15M |
| 2024 | 1 | 272 | $16M |
Nearby Profit Sharing Plans in Iowa
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Medtec LLC 401(k) Retirement Plan $26M · 144
- Liberty Pattern Company Profit Sharing Plan $23M · 13
- Newton Clinic, P.C. Profit Sharing Plan $18M · 42
- Palmer Lutheran Health Center, Inc. 403(b) Plan $18M · 214
- Ts Banking Group Savings Plan $17M · 247
Burgess Health Center 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Iowa, the nearest Profit Sharing by assets is Marklund Employee Retirement Savings Plan in IL ($15M); by covered participants it is Hampton Regional Medical Center Tax Deferred Annuity Plan in SC (277 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (277 participants); asset peers above are excluded.
- Hampton Regional Medical Center Tax Deferred Annuity Plan (SC) 277 · 0 off
- Behavioral Learning Center Inc 401(k) Profit Sharing Plan & Trust (CA) 277 · 0 off
- Wei-Chuan, U.S.a., Inc. Discretionary Contribution Plan (CA) 278 · 1 off
- Piedmont National Corporation 401(k) Retirement Plan (GA) 276 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.