401(k) · DOL Form 5500 · 2023
Burgess Information Systems Inc. 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 265
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $85,109
- Avg per participant Below avg balance/head
Official DOL plan name: Burgess Information Systems Inc. Employees Savings Trust · Sponsored by Burgess Information Systems Inc. · Georgia · Information & Media
$23M in assets, 265 participants
Burgess Information Systems Inc.'s Burgess Information Systems Inc. Employees Savings Trust reported $23M in total assets and 265 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #1,845 in Information & Media (2,818 peers)
Coverage in Georgia
Burgess Information Systems Inc. Employees Savings Trust covers 265 participants in Georgia, about 24% of the average Georgia filer (state average ~1,096 per filing). Assets: $23M.
- #1,845
- in Information & Media (2,818 peers)
- +85.6%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Burgess Information Systems Inc. Employees Savings Trust's outsized position by total assets
Burgess Information Systems Inc. Employees Savings Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,553,881 Top 25% higher than 75% 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 Information Systems Inc. Employees Savings 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 Information Systems Inc. Employees Savings Trust sits mid-pack in the medium band (265 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Burgess Information Systems Inc. Employees Savings Trust reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Burgess Information Systems Inc. Employees Savings Trust end-of-year assets rose from $12M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Burgess Information Systems Inc. Employees Savings Trust reported participants rose from 194 in the plan year 2022 filing to 265 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 581966314 · Burgess Information Systems Inc. PY 2023 · 401(k)
Burgess Information Systems Inc. Employees Savings Trust · $23M · 265 · 75th
- NET $23M
- NET 265
- NET 75th
- NET 401(k)
- NET near Wicker Smith 401(k) Plan I
- NET ind #1845
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 Information & Media retirement plans → · Plans in Georgia →
Burgess Information Systems Inc. Employees Savings Trust in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $2M |
| Employer EIN | 581966314 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Burgess Information Systems Inc.)
Sponsor-wide plan assets over time
All Burgess Information Systems Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 104.26731413549093% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 194 | $12M |
| 2023 | 1 | 265 | $23M |
| 2024 | 1 | 273 | $25M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
- Delta 401(k) Retirement Plan $16.2B · 83,136
- Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
- UPS 401(k) Savings Plan $13.1B · 102,231
- The Home Depot Futurebuilder $12.6B · 413,365
Burgess Information Systems Inc. Employees Savings Trust's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Wicker Smith 401(k) Plan I in FL ($23M); by covered participants it is Ktm Industries Inc 401(k) Profit Sharing Plan & Trust in MI (265 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Wicker Smith 401(k) Plan I (FL) $23M · 201
- Brentwood Associates Private Equity Profit Sharing Plan (CA) $23M · 36
- Mcbrayer 401(k) Profit Sharing Plan (KY) $23M · 94
- Solaris Foundation 401(k) Retirement Plan (FL) $23M · 2,208
Similar participant headcount
Nearest other-state filings by covered participants (265 participants); asset peers above are excluded.
- Ktm Industries Inc 401(k) Profit Sharing Plan & Trust (MI) 265 · 0 off
- Pat Obrien Chevrolet 401(k) Plan (OH) 265 · 0 off
- Lyell Immunopharma, Inc. 401(k) Plan (CA) 265 · 0 off
- Performance Systems Integration, LLC 401(k) Plan (OR) 265 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.