Profit Sharing · DOL Form 5500 · 2023

Burleson's Inc. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
23
Participants Small participant base
49th
Percentile by assets National rank
$280,795
Avg per participant High balance/head
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Official DOL plan name: Burlesons Employees' Profit Sharing Plan & Trust · Sponsored by Burleson's Inc. · Texas · Manufacturing

$6M in assets, 23 participants

Burleson's Inc.'s Burlesons Employees' Profit Sharing Plan & Trust reported $6M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #6,234 in Manufacturing (18,722 peers)

Burleson's Inc. multi-year trail

Burleson's Inc.'s plans moved +41.8% in assets from 2022 to 2024; this filing shows Burlesons Employees' Profit Sharing Plan & Trust at $6M / 23 participants.

#6,234
in Manufacturing (18,722 peers)
+21.3%
assets growth YoY

Burlesons Employees' Profit Sharing Plan & Trust's mid-pack asset rank among Manufacturing and all filers

Burlesons Employees' Profit Sharing Plan & Trust vs every filed plan by assets

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

$6,458,278 49th percentile higher than 49% 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

Burlesons Employees' Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burlesons Employees' Profit Sharing Plan & Trust is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Burlesons Employees' Profit Sharing Plan & Trust reported net income rose from $261K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Burlesons Employees' Profit Sharing Plan & Trust end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Burlesons Employees' Profit Sharing Plan & Trust reported participants fell from 25 in the plan year 2022 filing to 23 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 751170272 · Burleson's Inc. PY 2023 · Profit Sharing

Burlesons Employees' Profit Sharing Plan & Trust · $6M · 23 · 49th

  • EIN $6M
  • RANK 23
  • PHOTO 49th
  • IND Profit Sharing
  • EOY near Francisco J. Capo Retirement Plan
  • 5500 ind #6234

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 Manufacturing retirement plans → · Plans in Texas →

Burlesons Employees' Profit Sharing Plan & Trust in the asset neighbourhood

North Florida Medical Centers, Inc. 403(b) PlanNorth Florida Medical Center…$6MBurlesons Employees' Profit Sharing Plan & TrustBurlesons Employees' Profit …$6MFrancisco J. Capo Retirement PlanFrancisco J. Capo Retirement…$6MLearning Point Associates Tax Deferred Annuity PlaLearning Point Associates Ta…$6MGreater Cleveland Food Bank 403(b) PlanGreater Cleveland Food Bank …$6M
End-of-year total assets ($M) among Burlesons Employees' Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Burleson's Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Burleson's Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 41.75394999785969% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.33M $7.55M ▲ +41.7%
Year Plans Participants Total Assets
2022 1 25 $5M
2023 1 23 $6M
2024 1 23 $8M

Burleson's Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN751170272
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Burlesons Employees' Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Burlesons Employees' Profit Sharing Plan & Trust, Total assets ($B): 0.006458278 · Participants: 23Burlesons Employees' Profit Sharing Plan & TrustSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Burlesons Employees' Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Burlesons Employees' Profit Sharing Plan & Trust side-by-side with 3 peers →

Burlesons Employees' Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Francisco J. Capo Retirement Plan in PR ($6M); by covered participants it is J. R. Wauford & Company Consulting Engineers, Inc. Profit Sharing Plan in TN (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Burlesons Employees' Profit Sharing Plan & Trust assets move in 2023? ▼
Burlesons Employees' Profit Sharing Plan & Trust grew sharply - up 21.3% during 2023, from $5M to $6M. Reported net income was $1M.
How have Burleson's Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burleson's Inc.'s sponsor-wide assets grew 41.8%, from $5M to $8M.
Which Profit Sharing plans are similar in size to Burlesons Employees' Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Francisco J. Capo Retirement Plan in PR ($6M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Burlesons Employees' Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is J. R. Wauford & Company Consulting Engineers, Inc. Profit Sharing Plan in TN (23 participants, $12M 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 751170272.

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.