401(k) · DOL Form 5500 · 2023

Engel Burman Senior Housing 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
2,075
Participants Near avg headcount
77th
Percentile by assets National rank
$12,658
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Engel Burman Senior Housing 401(k) Plan · Sponsored by Engel Burman Senior Housing · New York · Healthcare & Social Assistance

$26M in assets, 2,075 participants

Engel Burman Senior Housing's Engel Burman Senior Housing 401(k) Plan reported $26M in total assets and 2,075 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #14,289 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Engel Burman Senior Housing 401(k) Plan covers 2,075 participants in New York, 2.6x the typical New York plan (state average ~798 per filing). Assets: $26M.

#14,289
in Healthcare & Social Assistance (17,684 peers)
+30.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Engel Burman Senior Housing 401(k) Plan's outsized position by total assets

Engel Burman Senior Housing 401(k) Plan vs every filed plan by assets

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

$26,265,032 Top 23% higher than 77% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Engel Burman Senior Housing 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Engel Burman Senior Housing 401(k) Plan lands in the large band (2,075 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Engel Burman Senior Housing 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Engel Burman Senior Housing 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Engel Burman Senior Housing 401(k) Plan reported participants rose from 1,787 in the plan year 2022 filing to 2,075 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 113481326 · Engel Burman Senior Housing PY 2023 · 401(k)

Engel Burman Senior Housing 401(k) Plan · $26M · 2,075 · 77th

  • IND $26M
  • EOY 2,075
  • 5500 77th
  • ASSETS 401(k)
  • PCT near Alliance Beverage Distributing LLC Employees Retirement Plan
  • EIN ind #14289

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 New York →

Engel Burman Senior Housing 401(k) Plan in the asset neighbourhood

Engel Burman Senior Housing 401(k) PlanEngel Burman Senior Housing …$26MKinaxis Corp. 401(k) Plan$26MLimoneira 401(k) Plan$26MAlliance Beverage Distributing LLC Employees Retirement PlanAlliance Beverage Distributi…$26MCantey Hanger 401(k) Plan$26M
End-of-year total assets ($M) among Engel Burman Senior Housing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$26M
Net Income$6M
Employer EIN113481326
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Engel Burman Senior Housing)

Sponsor-wide plan assets over time

All Engel Burman Senior Housing plans reported in each filing year

Latest sponsor-wide plan assets
$34M 68.52382281028025% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $20.1M $33.9M ▲ +68.5%
Year Plans Participants Total Assets
2022 1 1,787 $20M
2023 1 2,075 $26M
2024 1 2,562 $34M

Nearby 401(k) Plans in New York

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

Engel Burman Senior Housing 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Engel Burman Senior Housing 401(k) Plan, Total assets ($B): 0.026265032 · Participants: 2075Engel Burman Senior Housing 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Engel Burman Senior Housing 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Engel Burman Senior Housing 401(k) Plan side-by-side with 3 peers →

Engel Burman Senior Housing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Alliance Beverage Distributing LLC Employees Retirement Plan in MI ($26M); by covered participants it is Afni, Inc. 401(k) Plan in IL (2,075 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,075 participants); asset peers above are excluded.

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 Engel Burman Senior Housing 401(k) Plan assets move in 2023? ▼
Engel Burman Senior Housing 401(k) Plan surged - up 30.7% during 2023, from $20M to $26M. Reported net income was $6M.
How have Engel Burman Senior Housing plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Engel Burman Senior Housing's sponsor-wide assets grew 68.5%, from $20M to $34M.
Where does Engel Burman Senior Housing 401(k) Plan rank by assets among Form 5500 filers? ▼
Engel Burman Senior Housing 401(k) Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Engel Burman Senior Housing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alliance Beverage Distributing LLC Employees Retirement Plan in MI ($26M, 407 participants).
Which 401(k) plans cover a similar participant headcount to Engel Burman Senior Housing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Afni, Inc. 401(k) Plan in IL (2,075 participants, $58M 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 113481326.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.