401(k) · DOL Form 5500 · 2023
Burgess & Niple Inc. 401(k) Plan
Data updated 2026-08-25
- $121M
- Total assets Near avg plan size
- 446
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $272,200
- Avg per participant High balance/head
Official DOL plan name: Burgess & Niple Profit Sharing Plan and Trust · Sponsored by Burgess & Niple Inc. · Ohio · Professional & Technical Services
$121M in assets, 446 participants
Burgess & Niple Inc.'s Burgess & Niple Profit Sharing Plan and Trust reported $121M in total assets and 446 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #19,032 in Professional & Technical Services (20,321 peers)
Where Burgess & Niple Profit Sharing Plan and Trust sits by assets
Burgess & Niple Profit Sharing Plan and Trust sits in the top 10% of all filed plans by assets, $121M for 446 participants (~$272,200/participant), up 16.4% in 2023.
- #19,032
- in Professional & Technical Services (20,321 peers)
- +16.4%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Burgess & Niple Profit Sharing Plan and Trust's outsized position by total assets
Burgess & Niple Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$121,401,018 Top 8% higher than 92% 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 & Niple Profit Sharing Plan and Trust 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 & Niple Profit Sharing Plan and Trust sits mid-pack in the medium band (446 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Burgess & Niple Profit Sharing Plan and Trust reported net income rose from -$23M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Burgess & Niple Profit Sharing Plan and Trust end-of-year assets rose from $104M in the plan year 2022 filing to $121M in the plan year 2023 filing.
- Burgess & Niple Profit Sharing Plan and Trust reported participants rose from 399 in the plan year 2022 filing to 446 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 310885550 · Burgess & Niple Inc. PY 2023 · 401(k)
Burgess & Niple Profit Sharing Plan and Trust · $121M · 446 · 92nd
- EIN $121M
- EIN 446
- EIN 92nd
- EIN 401(k)
- EIN near Direct Travel 401(k) Plan
- EIN ind #19032
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 Ohio →
Burgess & Niple Profit Sharing Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $104M |
|---|---|
| Net Assets (End of Year) | $121M |
| Net Income | $17M |
| Employer EIN | 310885550 |
| Plan Effective Date | 1977-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Burgess & Niple Inc.)
Sponsor-wide plan assets over time
All Burgess & Niple Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $132M 26.4911373113495% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 399 | $104M |
| 2023 | 1 | 446 | $121M |
| 2024 | 1 | 528 | $132M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Burgess & Niple Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Direct Travel 401(k) Plan in CO ($121M); by covered participants it is Klick USA Inc. 401(k) Plan in NY (446 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($121M here).
- Direct Travel 401(k) Plan (CO) $121M · 1,233
- Shartsis Friese LLP Profit Sharing/401(k) Plan (CA) $121M · 114
- Higginbotham Insurance Agency, Inc. Savings and Investment Plan and Trust (TX) $121M · 2,250
- Cole Schotz P. C. Profit-Sharing and 401(k) Plan (NJ) $121M · 286
Similar participant headcount
Nearest other-state filings by covered participants (446 participants); asset peers above are excluded.
- Klick USA Inc. 401(k) Plan (NY) 446 · 0 off
- Novus Ag, LLC 401(k) Plan (CO) 446 · 0 off
- Fullstory, Inc. 401(k) Plan (GA) 446 · 0 off
- Hctec Partners 401(k) Plan (TN) 446 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.