401(k) · DOL Form 5500 · 2024

Drake Burchett Tax & Accounting, Inc. 401(k) Plan

Data updated 2026-08-25

$267K
Total assets Small plan by assets
3
Participants Small participant base
13th
Percentile by assets National rank
$89,058
Avg per participant Below avg balance/head
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Official DOL plan name: Drake Burchett 401(k) Plan · Sponsored by Drake Burchett Tax & Accounting, Inc. · Montana · Professional & Technical Services

$267K in assets, 3 participants

Drake Burchett Tax & Accounting, Inc.'s Drake Burchett 401(k) Plan reported $267K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

  • #2,014 in Professional & Technical Services (20,173 peers)

Drake Burchett Tax & Accounting, Inc. multi-year trail

Drake Burchett Tax & Accounting, Inc.'s plans moved +13.8% in assets from 2022 to 2024; this filing shows Drake Burchett 401(k) Plan at $267K / 3 participants.

#2,014
in Professional & Technical Services (20,173 peers)
+4.5%
assets growth YoY

Drake Burchett 401(k) Plan among the smaller filed plans by assets

Drake Burchett 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$267,173 13th percentile higher than 13% of 123,620 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 2024

Drake Burchett 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Drake Burchett 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Drake Burchett 401(k) Plan reported participants rose from 2 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • Drake Burchett 401(k) Plan reported net income fell from $21K in the plan year 2023 filing to $11K in the plan year 2024 filing.
  • Drake Burchett 401(k) Plan end-of-year assets rose from $256K in the plan year 2023 filing to $267K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 472549510 · Drake Burchett Tax & Accounting, Inc. PY 2024 · 401(k)

Drake Burchett 401(k) Plan · $267K · 3 · 13th

  • NET $267K
  • NET 3
  • NET 13th
  • NET 401(k)
  • NET near Asbury Awning Manufacturing & Installation, Inc. 401(k) Plan
  • NET ind #2014

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 Montana →

Drake Burchett 401(k) Plan in the asset neighbourhood

Drake Burchett 401(k) Plan$267KAsbury Awning Manufacturing & Installation, Inc. 401(k) PlanAsbury Awning Manufacturing …$267KClaire Miller Realtor, LLC Individual 401(k) PlanClaire Miller Realtor, LLC I…$267KMade It Logistics LLC 401(k) PlanMade It Logistics LLC 401(k)…$267KJap Sports Ventures Inc. 401(k) PlanJap Sports Ventures Inc. 401…$267K
End-of-year total assets ($M) among Drake Burchett 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Drake Burchett Tax & Accounting, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Drake Burchett Tax & Accounting, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$267K 13.771004198710578% vs 2022
2024 filing year
$0.22M$0.24M$0.26M$0.28M 202220232024 $0.23M $0.27M ▲ +17.4%
Year Plans Participants Total Assets
2022 1 2 $235K
2023 1 2 $256K
2024 1 3 $267K

Drake Burchett Tax & Accounting, Inc. filing trail (2024)

Total Assets (Beginning of Year)$256K
Net Assets (End of Year)$267K
Net Income$11K
Employer EIN472549510
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

Drake Burchett 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600800 Total assets ($M) Participants Drake Burchett 401(k) Plan, Total assets ($M): 0.267173 · Participants: 3Drake Burchett 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 622.672637 · Participants: 1619D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 537.940129 · Participants: 3215Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 512.769387 · Participants: 1571Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 500.352847 · Participants: 4288Logan Health Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 481.734557 · Participants: 3530First Interstate Bancsystem, Inc. 401(k) Plan
Drake Burchett 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Drake Burchett 401(k) Plan side-by-side with 3 peers →

Drake Burchett 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Asbury Awning Manufacturing & Installation, Inc. 401(k) Plan in NJ ($267K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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.

Frequently Asked Questions

How did Drake Burchett 401(k) Plan assets move in 2024? ▼
Drake Burchett 401(k) Plan edged up modestly - up 4.5% during 2024, from $256K to $267K. Reported net income was $11K.
How have Drake Burchett Tax & Accounting, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Drake Burchett Tax & Accounting, Inc.'s sponsor-wide assets grew 13.8%, from $235K to $267K.
Where does Drake Burchett 401(k) Plan rank by assets among Form 5500 filers? ▼
Drake Burchett 401(k) Plan ranks in the 13th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Drake Burchett 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Asbury Awning Manufacturing & Installation, Inc. 401(k) Plan in NJ ($267K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Drake Burchett 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 472549510.

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.