401(k) · DOL Form 5500 · 2024
The Burgess Group, LLC 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 127
- Participants Small participant base
Official DOL plan name: Gregory Burgess 401(k) Profit Sharing Plan and Trust · Sponsored by The Burgess Group, LLC · Virginia · Information & Media
N/A in assets, 127 participants
The Burgess Group, LLC's Gregory Burgess 401(k) Profit Sharing Plan and Trust reported N/A in total assets and 127 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Virginia
Gregory Burgess 401(k) Profit Sharing Plan and Trust covers 127 participants in Virginia, about 16% of the average Virginia filer (state average ~782 per filing). Assets: N/A.
- $2K
- reported net income
Gregory Burgess 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gregory Burgess 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (127 participants).
Form 5500 schedule snapshot
Filing strip 364274678 · The Burgess Group, LLC PY 2024 · 401(k)
Gregory Burgess 401(k) Profit Sharing Plan and Trust · N/A · 127
- ASSETS N/A
- ASSETS 127
- ASSETS PY 2024
- ASSETS 401(k)
- ASSETS near Wat Opco LLC (Dba Woodlake at Tolland) 401(k) Plan
- ASSETS $2K
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 Information & Media retirement plans → · Plans in Virginia →
Virginia filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $2K |
| Employer EIN | 364274678 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
Gregory Burgess 401(k) Profit Sharing Plan and Trust's closest out-of-state 401(k) peers by headcount
Outside Virginia, the nearest 401(k) by covered participants is Wat Opco LLC (Dba Woodlake at Tolland) 401(k) Plan in CT (127 participants; this filing: 127 participants).
Similar participant headcount
Nearest other-state filings by covered participants (127 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.