401(k) · DOL Form 5500 · 2023

Thomas H. Burton 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 3
Participants Small participant base: 45th
Percentile by assets National rank: $1.7M
Avg per participant High balance/head

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Official DOL plan name: Thomas H. Burton Profit Sharing Plan · Sponsored by Thomas H. Burton · New York · Professional & Technical Services

$5M in assets, 3 participants

Thomas H. Burton's Thomas H. Burton Profit Sharing Plan reported $5M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

#8,695 in Professional & Technical Services (20,321 peers)

Thomas H. Burton multi-year trail

Thomas H. Burton's plans moved +35.9% in assets from 2022 to 2024; this filing shows Thomas H. Burton Profit Sharing Plan at $5M / 3 participants.

#8,695
in Professional & Technical Services (20,321 peers): +15.0%
assets growth YoY

Thomas H. Burton Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Thomas H. Burton Profit Sharing Plan vs every filed plan by assets

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

$5,143,036 45th percentile higher than 45% 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

Thomas H. Burton Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Thomas H. Burton Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Thomas H. Burton Profit Sharing Plan reported net income rose from -$273K in the plan year 2022 filing to $670K in the plan year 2023 filing.
Thomas H. Burton Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 161249251 · Thomas H. Burton PY 2023 · 401(k)

Thomas H. Burton Profit Sharing Plan · $5M · 3 · 45th

EBSA $5M
EBSA 3
EBSA 45th
EBSA 401(k)
EBSA near Reports Now Inc 401(k) Profit Sharing Plan & Trust
EBSA ind #8695

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 Professional & Technical Services retirement plans → · Plans in New York →

End-of-year total assets ($M) among Thomas H. Burton Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Thomas H. Burton multi-year asset trail

Latest sponsor-wide plan assets: $6M 35.856206639908265% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	3	$4M
2023	1	3	$5M
2024	1	3	$6M

Thomas H. Burton filing trail (2023)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$670K
Employer EIN	161249251
Plan Effective Date	1988-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

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

Thomas H. Burton Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Thomas H. Burton Profit Sharing Plan side-by-side with 3 peers →

Thomas H. Burton Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Reports Now Inc 401(k) Profit Sharing Plan & Trust in CO ($5M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Reports Now Inc 401(k) Profit Sharing Plan & Trust (CO) $5M · 35
Teamsnap Retirement Savings Plan (IL) $5M · 172
Webster Industries Tiffin Collective Bargaining Units 401(k) Plan (OH) $5M · 199
American Natural Operations LLC 401(k) Plan (PA) $5M · 171

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
J K B Solutions Retirement Plan (TX) 3 · 0 off

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 Thomas H. Burton Profit Sharing Plan assets move in 2023? ▼

Thomas H. Burton Profit Sharing Plan grew at a solid clip - up 15.0% during 2023, from $4M to $5M. Reported net income was $670K.

How have Thomas H. Burton plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Thomas H. Burton's sponsor-wide assets grew 35.9%, from $4M to $6M.

Which 401(k) plans are similar in size to Thomas H. Burton Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Reports Now Inc 401(k) Profit Sharing Plan & Trust in CO ($5M, 35 participants).

Which 401(k) plans cover a similar participant headcount to Thomas H. Burton Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A 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 161249251.