401(k) · DOL Form 5500 · 2023

Burnham Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
462
Participants Below avg headcount
87th
Percentile by assets National rank
$132,185
Avg per participant Near avg balance/head
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Official DOL plan name: Burnham Holdings, Inc. Savings Plan a · Sponsored by Burnham Holdings, Inc. · Pennsylvania · Management of Enterprises

$61M in assets, 462 participants

Burnham Holdings, Inc.'s Burnham Holdings, Inc. Savings Plan a reported $61M in total assets and 462 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #801 in Management of Enterprises (1,137 peers)

Where Burnham Holdings, Inc. Savings Plan a sits by assets

Burnham Holdings, Inc. Savings Plan a sits in the top quartile of all filed plans by assets, $61M for 462 participants (~$132,185/participant), up 13.6% in 2023.

#801
in Management of Enterprises (1,137 peers)
+13.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Burnham Holdings, Inc. Savings Plan a's outsized position by total assets

Burnham Holdings, Inc. Savings Plan a vs every filed plan by assets

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

$61,069,654 Top 13% higher than 87% 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

Burnham Holdings, Inc. Savings Plan a 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. Burnham Holdings, Inc. Savings Plan a sits mid-pack in the medium band (462 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Burnham Holdings, Inc. Savings Plan a reported net income rose from -$12M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Burnham Holdings, Inc. Savings Plan a end-of-year assets rose from $54M in the plan year 2022 filing to $61M in the plan year 2023 filing.
  • Burnham Holdings, Inc. Savings Plan a reported participants rose from 446 in the plan year 2022 filing to 462 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 421561863 · Burnham Holdings, Inc. PY 2023 · 401(k)

Burnham Holdings, Inc. Savings Plan a · $61M · 462 · 87th

  • BOY $61M
  • BOY 462
  • BOY 87th
  • BOY 401(k)
  • BOY near Cooper Investors, Inc. 401(k) Plan
  • BOY ind #801

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 Management of Enterprises retirement plans → · Plans in Pennsylvania →

Burnham Holdings, Inc. Savings Plan a in the asset neighbourhood

Burnham Holdings, Inc. Savings Plan aBurnham Holdings, Inc. Savin…$61MCooper Investors, Inc. 401(k) PlanCooper Investors, Inc. 401(k…$61MTower Hill Insurance Group, LLC 401(k) PlanTower Hill Insurance Group, …$61MJim Brown Chevrolet, Inc. Dba Classic Chevrolet 401(k) PlanJim Brown Chevrolet, Inc. Db…$61MBiohorizons Implant Systems, Inc. 401(k) Retirement PlanBiohorizons Implant Systems,…$61M
End-of-year total assets ($M) among Burnham Holdings, Inc. Savings Plan a and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$61M
Net Income$7M
Employer EIN421561863
Plan Effective Date1973-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burnham Holdings, Inc.)

Sponsor-wide plan assets over time

All Burnham Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$81M 58.19634164395092% vs 2022
2024 filing year
$50M$100M$150M$200M$250M 202220232024 $193M $80.6M ▼ -58.2%
Year Plans Participants Total Assets
2022 3 989 $193M
2023 3 1,055 $206M
2024 2 823 $81M

Nearby 401(k) Plans in Pennsylvania

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

Burnham Holdings, Inc. Savings Plan a vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Burnham Holdings, Inc. Savings Plan a, Total assets ($B): 0.061069654 · Participants: 462Burnham Holdings, Inc. Savings Plan aComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Burnham Holdings, Inc. Savings Plan a vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Burnham Holdings, Inc. Savings Plan a side-by-side with 3 peers →

Burnham Holdings, Inc. Savings Plan a's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Cooper Investors, Inc. 401(k) Plan in NY ($61M); by covered participants it is Prp Logistics 401(k) Plan in FL (462 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (462 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 Burnham Holdings, Inc. Savings Plan a assets move in 2023? ▼
Burnham Holdings, Inc. Savings Plan a grew at a solid clip - up 13.6% during 2023, from $54M to $61M. Reported net income was $7M.
How have Burnham Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burnham Holdings, Inc.'s sponsor-wide assets declined 58.2%, from $193M to $81M.
Where does Burnham Holdings, Inc. Savings Plan a rank by assets among Form 5500 filers? ▼
Burnham Holdings, Inc. Savings Plan a ranks in the 87th 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 Burnham Holdings, Inc. Savings Plan a? ▼
Among 401(k) plans in other states, the closest by assets is Cooper Investors, Inc. 401(k) Plan in NY ($61M, 310 participants).
Which 401(k) plans cover a similar participant headcount to Burnham Holdings, Inc. Savings Plan a? ▼
Among 401(k) plans in other states, the closest by covered participants is Prp Logistics 401(k) Plan in FL (462 participants, $1M 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 421561863.

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.