Other · DOL Form 5500 · 2023

Burrell Inc. Retirement Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
2,038
Participants Near avg headcount
85th
Percentile by assets National rank
$23,301
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Burrell Behavioral Health Tax Deferred Annuity Plan · Sponsored by Burrell Inc. · Missouri · Healthcare & Social Assistance

$47M in assets, 2,038 participants

Burrell Inc.'s Burrell Behavioral Health Tax Deferred Annuity Plan reported $47M in total assets and 2,038 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #15,439 in Healthcare & Social Assistance (17,684 peers)

Coverage in Missouri

Burrell Behavioral Health Tax Deferred Annuity Plan covers 2,038 participants in Missouri, 2.8x the typical Missouri plan (state average ~737 per filing). Assets: $47M.

#15,439
in Healthcare & Social Assistance (17,684 peers)
+89.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Burrell Behavioral Health Tax Deferred Annuity Plan's outsized position by total assets

Burrell Behavioral Health Tax Deferred Annuity Plan vs every filed plan by assets

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

$47,486,429 Top 15% higher than 85% 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 Tax Deferred Annuity 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 Tax Deferred Annuity 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 Tax Deferred Annuity Plan reported net income rose from $2M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Burrell Behavioral Health Tax Deferred Annuity Plan end-of-year assets rose from $25M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • Burrell Behavioral Health Tax Deferred Annuity 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 →

Plan-year Form 5500 strip

Filing strip 431081715 · Burrell Inc. PY 2023 · Other

Burrell Behavioral Health Tax Deferred Annuity Plan · $47M · 2,038 · 85th

  • PHOTO $47M
  • PHOTO 2,038
  • PHOTO 85th
  • PHOTO Other
  • PHOTO near Western Michigan University Homer Stryker M.D. School of Medicine 403(b) Plan
  • PHOTO ind #15439

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 Tax Deferred Annuity Plan in the asset neighbourhood

Roland Park Country School Retirement PlanRoland Park Country School R…$48MWestern Michigan University Homer Stryker M.D. School of Medicine 403(b) PlanWestern Michigan University …$48MBurrell Behavioral Health Tax Deferred Annuity PlanBurrell Behavioral Health Ta…$47M403(b) Thrift Plan of Gift of Life Michigan403(b) Thrift Plan of Gift o…$47MAnti-Defamation League 403(b) Defined Contribution PlanAnti-Defamation League 403(b…$47M
End-of-year total assets ($M) among Burrell Behavioral Health Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$47M
Net Income$22M
Employer EIN431081715
Plan Effective Date1977-01-01
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 Other Plans in Missouri

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

Burrell Behavioral Health Tax Deferred Annuity Plan vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. 0100002000030000 -202468 Total assets ($B) Participants Burrell Behavioral Health Tax Deferred Annuity Plan, Total assets ($B): 0.047486429 · Participants: 2038Burrell Behavioral Health Tax Deferred Annuity PlanWashington University Retirement Savings Plan, Total assets ($B): 6.741301721 · Participants: 25521Washington University Retirement Savings PlanChildren's Mercy Hospital Tax-Deferred Annuity Retirement Plan, Total assets ($B): 0.969276726 · Participants: 8984Children's Mercy Hospital Tax-Deferred Annuity Retirement PlanSaint Louis University 403(b) Annuity Plan, Total assets ($B): 0.909883587 · Participants: 4784Saint Louis University 403(b) Annuity PlanCox Savings Incentive Plan, Total assets ($B): 0.836087645 · Participants: 12220Cox Savings Incentive PlanBjc 403(b) Plan, Total assets ($B): 0.448402831 · Participants: 5284Bjc 403(b) Plan
Burrell Behavioral Health Tax Deferred Annuity Plan vs. nearby Other plans in Missouri, assets vs. participants
Compare Burrell Behavioral Health Tax Deferred Annuity Plan side-by-side with 3 peers →

Burrell Behavioral Health Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is Western Michigan University Homer Stryker M.D. School of Medicine 403(b) Plan in MI ($48M); by covered participants it is Evergreen Goodwill of Northwest Washington 403(b) Plan in WA (2,035 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 Tax Deferred Annuity Plan assets move in 2023? ▼
Burrell Behavioral Health Tax Deferred Annuity Plan surged - up 89.1% during 2023, from $25M to $47M. 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 Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Burrell Behavioral Health Tax Deferred Annuity Plan ranks in the 85th 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 Other plans are similar in size to Burrell Behavioral Health Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Western Michigan University Homer Stryker M.D. School of Medicine 403(b) Plan in MI ($48M, 461 participants).
Which Other plans cover a similar participant headcount to Burrell Behavioral Health Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Evergreen Goodwill of Northwest Washington 403(b) Plan in WA (2,035 participants, $14M 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.