Profit Sharing · DOL Form 5500 · 2023
Burgess Health Center Profit Sharing Plan
Data updated 2026-08-11
- $15M
- Total assets
- 277
- Participants
- 68th
- Percentile by assets
- $55,316
- Avg per participant
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.
- 68th percentile by assets (of 127,072 plans)
- #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.
- $15M
- total plan assets (2023 EOY)
- 277
- covered participants
- 68th
- percentile by assets (of 127,072 plans)
- $55,316
- avg assets per participant
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.
Participants vs Iowa filers
In Iowa, the average filing covers about 609 participants across 1,246 plans. Burgess Health Center 403(b) Plan reports 277 participants - about 45% of that state average ($15M EOY assets).
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)
| 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.
Burgess Health Center 403(b) Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Burgess Health Center 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Burgess Health Center 403(b) Plan assets move in 2023? ▼
How have Burgess Health Center plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Burgess Health Center 403(b) Plan? ▼
Next read for Burgess Health Center 403(b) Plan
Filing takeaways
Ways to act on Burgess Health Center 403(b) Plan's numbers.
- By total assets, Burgess Health Center 403(b) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Iowa. Compare plans
- Burgess Health Center's sponsor-wide assets have grown 15.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans