401(k) · DOL Form 5500 · 2023

Burton + Burton 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
235
Participants Below avg headcount
86th
Percentile by assets National rank
$224,140
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Burton + Burton Profit Sharing & 401(k) Plan · Sponsored by Burton + Burton · Georgia · Construction

$53M in assets, 235 participants

Burton + Burton's Burton + Burton Profit Sharing & 401(k) Plan reported $53M in total assets and 235 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,571 in Construction (9,030 peers)

Coverage in Georgia

Burton + Burton Profit Sharing & 401(k) Plan covers 235 participants in Georgia, about 21% of the average Georgia filer (state average ~1,096 per filing). Assets: $53M.

#7,571
in Construction (9,030 peers)
+19.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Burton + Burton Profit Sharing & 401(k) Plan's outsized position by total assets

Burton + Burton Profit Sharing & 401(k) Plan vs every filed plan by assets

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

$52,672,946 Top 14% higher than 86% 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

Burton + Burton Profit Sharing & 401(k) Plan 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. Burton + Burton Profit Sharing & 401(k) Plan sits mid-pack in the medium band (235 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Burton + Burton Profit Sharing & 401(k) Plan reported net income rose from $3M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Burton + Burton Profit Sharing & 401(k) Plan end-of-year assets rose from $44M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Burton + Burton Profit Sharing & 401(k) Plan reported participants rose from 228 in the plan year 2022 filing to 235 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 580811291 · Burton + Burton PY 2023 · 401(k)

Burton + Burton Profit Sharing & 401(k) Plan · $53M · 235 · 86th

  • ASSETS $53M
  • ASSETS 235
  • ASSETS 86th
  • ASSETS 401(k)
  • ASSETS near Much Shelist Profit Sharing Plan and Trust
  • ASSETS ind #7571

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 Construction retirement plans → · Plans in Georgia →

Burton + Burton Profit Sharing & 401(k) Plan in the asset neighbourhood

Learjet Inc. Tax-Deferred Savings Plan for Represented EmployeesLearjet Inc. Tax-Deferred Sa…$53MMuch Shelist Profit Sharing Plan and TrustMuch Shelist Profit Sharing …$53MHaug Partners LLP 401(k) Plan$53MBurton + Burton Profit Sharing & 401(k) PlanBurton + Burton Profit Shari…$53MGermain Retirement Security Savings PlanGermain Retirement Security …$53M
End-of-year total assets ($M) among Burton + Burton Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$53M
Net Income$8M
Employer EIN580811291
Plan Effective Date1972-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burton + Burton)

Sponsor-wide plan assets over time

All Burton + Burton plans reported in each filing year

Latest sponsor-wide plan assets
$55M 23.670997051809508% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $44.2M $54.6M ▲ +23.7%
Year Plans Participants Total Assets
2022 1 228 $44M
2023 1 235 $53M
2024 1 238 $55M

Nearby 401(k) Plans in Georgia

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

Burton + Burton Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Burton + Burton Profit Sharing & 401(k) Plan, Total assets ($B): 0.052672946 · Participants: 235Burton + Burton Profit Sharing & 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Burton + Burton Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Burton + Burton Profit Sharing & 401(k) Plan side-by-side with 3 peers →

Burton + Burton Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Much Shelist Profit Sharing Plan and Trust in IL ($53M); by covered participants it is Bobcat North America, LLC 401(k) Plan in FL (235 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (235 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 Burton + Burton Profit Sharing & 401(k) Plan assets move in 2023? ▼
Burton + Burton Profit Sharing & 401(k) Plan grew sharply - up 19.2% during 2023, from $44M to $53M. Reported net income was $8M.
How have Burton + Burton plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burton + Burton's sponsor-wide assets grew 23.7%, from $44M to $55M.
Where does Burton + Burton Profit Sharing & 401(k) Plan rank by assets among Form 5500 filers? ▼
Burton + Burton Profit Sharing & 401(k) Plan ranks in the 86th 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 Burton + Burton Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Much Shelist Profit Sharing Plan and Trust in IL ($53M, 159 participants).
Which 401(k) plans cover a similar participant headcount to Burton + Burton Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC 401(k) Plan in FL (235 participants, $654K 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 580811291.

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.