401(k) · DOL Form 5500 · 2024
Burch, Porter & Johnson, PLLC 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 57
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $550,533
- Avg per participant High balance/head
Official DOL plan name: Burch, Porter & Johnson Self Employed Retirement Plan · Sponsored by Burch, Porter & Johnson, PLLC · Tennessee · Professional & Technical Services
$31M in assets, 57 participants
Burch, Porter & Johnson, PLLC's Burch, Porter & Johnson Self Employed Retirement Plan reported $31M in total assets and 57 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #15,759 in Professional & Technical Services (20,173 peers)
Where Burch, Porter & Johnson Self Employed Retirement Plan sits by assets
Burch, Porter & Johnson Self Employed Retirement Plan sits in the top quartile of all filed plans by assets, $31M for 57 participants (~$550,533/participant), up 14.3% in 2024.
- #15,759
- in Professional & Technical Services (20,173 peers)
- +14.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Burch, Porter & Johnson Self Employed Retirement Plan's outsized position by total assets
Burch, Porter & Johnson Self Employed Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$31,380,366 Top 22% higher than 78% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Burch, Porter & Johnson Self Employed Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burch, Porter & Johnson Self Employed Retirement Plan is a small filing (57 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Burch, Porter & Johnson Self Employed Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Burch, Porter & Johnson Self Employed Retirement Plan end-of-year assets rose from $27M in the plan year 2023 filing to $31M in the plan year 2024 filing.
- Burch, Porter & Johnson Self Employed Retirement Plan reported participants fell from 59 in the plan year 2023 filing to 57 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 620512769 · Burch, Porter & Johnson, PLLC PY 2024 · 401(k)
Burch, Porter & Johnson Self Employed Retirement Plan · $31M · 57 · 78th
- VS-ST $31M
- VS-ST 57
- VS-ST 78th
- VS-ST 401(k)
- VS-ST near Wellborn Cabinet, Inc. 401(k) Profit Sharing Plan
- VS-ST ind #15759
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 Professional & Technical Services retirement plans → · Plans in Tennessee →
Burch, Porter & Johnson Self Employed Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $4M |
| Employer EIN | 620512769 |
| Plan Effective Date | 1979-07-24 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Burch, Porter & Johnson, PLLC)
Sponsor-wide plan assets over time
All Burch, Porter & Johnson, PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 29.78796293964074% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 55 | $24M |
| 2023 | 1 | 59 | $27M |
| 2024 | 1 | 57 | $31M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Burch, Porter & Johnson Self Employed Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Wellborn Cabinet, Inc. 401(k) Profit Sharing Plan in AL ($31M); by covered participants it is Certified 401(k) Plan in FL (57 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
- Wellborn Cabinet, Inc. 401(k) Profit Sharing Plan (AL) $31M · 1,115
- Haselwood Auto Group 401(k) Plan (WA) $31M · 514
- Rio Grande Co. Profit Sharing Plan (CO) $31M · 224
- Port Amherst, Ltd. 401(k) & Profit Sharing Plan (WV) $31M · 364
Similar participant headcount
Nearest other-state filings by covered participants (57 participants); asset peers above are excluded.
- Certified 401(k) Plan (FL) 57 · 0 off
- Cvc Credit Partners, LLC 401(k) Plan (NY) 57 · 0 off
- Gemtech Industries, Inc. 401(k) Plan (CA) 57 · 0 off
- Viget Labs 401(k) Retirement Plan (VA) 57 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.