Money Purchase · DOL Form 5500 · 2023

Burrell Inc. Money Purchase Plan

Data updated 2026-08-25

$752
Total assets Small plan by assets
2,038
Participants Near avg headcount
0th
Percentile by assets National rank
$0
Avg per participant Low balance/head
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Official DOL plan name: Burrell Behavioral Health 403a Retirement Plan · Sponsored by Burrell Inc. · Missouri · Healthcare & Social Assistance

$752 in assets, 2,038 participants

Burrell Inc.'s Burrell Behavioral Health 403a Retirement Plan reported $752 in total assets and 2,038 participants in its 2023 DOL Form 5500 filing, ranking in the 0th 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.

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

Coverage in Missouri

Burrell Behavioral Health 403a Retirement Plan covers 2,038 participants in Missouri, 2.8x the typical Missouri plan (state average ~737 per filing). Assets: $752.

#51
in Healthcare & Social Assistance (17,684 peers)
-100.0%
assets change YoY

The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Burrell Behavioral Health 403a Retirement Plan among the smaller filed plans by assets

Burrell Behavioral Health 403a Retirement Plan vs every filed plan by assets

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

$752 0th percentile higher than 0% 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

Burrell Behavioral Health 403a Retirement 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. Burrell Behavioral Health 403a Retirement Plan lands in the large band (2,038 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Burrell Behavioral Health 403a Retirement Plan reported net income fell from -$1M in the plan year 2022 filing to -$22M in the plan year 2023 filing.
  • Burrell Behavioral Health 403a Retirement Plan end-of-year assets fell from $22M in the plan year 2022 filing to $752 in the plan year 2023 filing.
  • Burrell Behavioral Health 403a Retirement Plan reported participants fell from 2,060 in the plan year 2022 filing to 2,038 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 431081715 · Burrell Inc. PY 2023 · Money Purchase

Burrell Behavioral Health 403a Retirement Plan · $752 · 2,038 · 0th

  • EIN $752
  • EIN 2,038
  • EIN 0th
  • EIN Money Purchase
  • EIN near Epstein Becker & Green, P.C. Target Benefit Plan
  • EIN ind #51

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 Missouri →

Burrell Behavioral Health 403a Retirement Plan in the asset neighbourhood

Burrell Behavioral Health 403a Retirement PlanBurrell Behavioral Health 40…$752Epstein Becker & Green, P.C. Target Benefit PlanEpstein Becker & Green, P.C.…$330Northwestern Medical Center, Inc. Money Purchase Pension PlanNorthwestern Medical Center,…$276Smith & Susson, LLP Money Purchase Pension PlanSmith & Susson, LLP Money Pu…$1KMundie & Co Profit Sharing PlanMundie & Co Profit Sharing P…$110
End-of-year total assets ($M) among Burrell Behavioral Health 403a Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$752
Net Income-$22M
Employer EIN431081715
Plan Effective Date1992-05-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Burrell Inc.)

Sponsor-wide plan assets over time

All Burrell Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 1.1764737716113494% vs 2022
2023 filing year
$46.8M$47M$47.2M$47.4M$47.6M 20222023 $46.9M $47.5M ▲ +1.2%
Year Plans Participants Total Assets
2022 2 4,120 $47M
2023 2 4,076 $47M

Nearby Money Purchase Plans in Missouri

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Burrell Behavioral Health 403a Retirement Plan vs. nearby Money Purchase plans in Missouri, assets vs. participants Scatter plot of 6 data points. 1000200030004000500060007000 -0.500.511.52 Total assets ($B) Participants Burrell Behavioral Health 403a Retirement Plan, Total assets ($B): 7.52e-7 · Participants: 2038Burrell Behavioral Health 403a Retirement PlanLocal No. 1 IBEW Pension Benefit Trust Fund, Total assets ($B): 1.691580617 · Participants: 4647Local No. 1 IBEW Pension Benefit Trust FundNECA-IBEW Pension Benefit Trust Fund, Total assets ($B): 0.917217645 · Participants: 3999NECA-IBEW Pension Benefit Trust FundSaint Louis University Retirement Plan, Total assets ($B): 0.708895214 · Participants: 2863Saint Louis University Retirement PlanThe Children's Mercy Hospital Retirement Plan, Total assets ($B): 0.503089354 · Participants: 6519The Children's Mercy Hospital Retirement PlanBrewery Conference/Anheuser-Busch Defined Contribution Plan, Total assets ($B): 0.499683062 · Participants: 2621Brewery Conference/Anheuser-Busch Defined Contribution Plan
Burrell Behavioral Health 403a Retirement Plan vs. nearby Money Purchase plans in Missouri, assets vs. participants
Compare Burrell Behavioral Health 403a Retirement Plan side-by-side with 3 peers →

Burrell Behavioral Health 403a Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Missouri, the nearest Money Purchase by assets is Epstein Becker & Green, P.C. Target Benefit Plan in NY ($330); by covered participants it is U a Local 322 Annuity Fund in NJ (2,032 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,038 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 Burrell Behavioral Health 403a Retirement Plan assets move in 2023? ▼
Burrell Behavioral Health 403a Retirement Plan contracted severely - down 100.0% during 2023, from $22M to $752. Reported net income was -$22M.
How have Burrell Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Burrell Inc.'s sponsor-wide assets grew 1.2%, from $47M to $47M.
Where does Burrell Behavioral Health 403a Retirement Plan rank by assets among Form 5500 filers? ▼
Burrell Behavioral Health 403a Retirement Plan ranks in the 0th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Burrell Behavioral Health 403a Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Epstein Becker & Green, P.C. Target Benefit Plan in NY ($330, N/A participants).
Which Money Purchase plans cover a similar participant headcount to Burrell Behavioral Health 403a Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is U a Local 322 Annuity Fund in NJ (2,032 participants, $140M 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 431081715.

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.