401(k) · DOL Form 5500 · 2023

Burnett and Sons Planing Mill and Lumber Co., Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
14
Participants Small participant base
32nd
Percentile by assets National rank
$167,704
Avg per participant Above avg balance/head
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Official DOL plan name: Burnett & Sons Union Employees' 401(k) Plan · Sponsored by Burnett and Sons Planing Mill and Lumber Co., Inc. · California · Manufacturing

$2M in assets, 14 participants

Burnett and Sons Planing Mill and Lumber Co., Inc.'s Burnett & Sons Union Employees' 401(k) Plan reported $2M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #3,079 in Manufacturing (18,722 peers)

Burnett and Sons Planing Mill and Lumber Co., Inc. multi-year trail

Burnett and Sons Planing Mill and Lumber Co., Inc.'s plans moved +48.9% in assets from 2022 to 2024; this filing shows Burnett & Sons Union Employees' 401(k) Plan at $2M / 14 participants.

#3,079
in Manufacturing (18,722 peers)
+28.4%
assets growth YoY

Burnett & Sons Union Employees' 401(k) Plan among the smaller filed plans by assets

Burnett & Sons Union Employees' 401(k) Plan vs every filed plan by assets

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

$2,347,854 32nd percentile higher than 32% 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

Burnett & Sons Union Employees' 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burnett & Sons Union Employees' 401(k) Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Burnett & Sons Union Employees' 401(k) Plan reported net income rose from $196K in the plan year 2022 filing to $519K in the plan year 2023 filing.
  • Burnett & Sons Union Employees' 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Burnett & Sons Union Employees' 401(k) Plan reported participants fell from 16 in the plan year 2022 filing to 14 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 941460709 · Burnett and Sons Planing Mill and Lumber Co., Inc. PY 2023 · 401(k)

Burnett & Sons Union Employees' 401(k) Plan · $2M · 14 · 32nd

  • EIN $2M
  • RANK 14
  • PHOTO 32nd
  • IND 401(k)
  • EOY near Advocate Health 401(k) Plan
  • 5500 ind #3079

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 California →

Burnett & Sons Union Employees' 401(k) Plan in the asset neighbourhood

Burnett & Sons Union Employees' 401(k) PlanBurnett & Sons Union Employe…$2MAdvocate Health 401(k) Plan$2MFirsthand Health 401(k) Plan.$2MSan Antonio Christian Schools 401(k) PlanSan Antonio Christian School…$2MExpress Employment Professionals 401(k) Retirement Savings PlanExpress Employment Professio…$2M
End-of-year total assets ($M) among Burnett & Sons Union Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Burnett and Sons Planing Mill and Lumber Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Burnett and Sons Planing Mill and Lumber Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 48.93131059898362% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.27M $4.87M ▲ +48.9%
Year Plans Participants Total Assets
2022 2 24 $3M
2023 2 23 $4M
2024 2 27 $5M

Burnett and Sons Planing Mill and Lumber Co., Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$519K
Employer EIN941460709
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Burnett & Sons Union Employees' 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Burnett & Sons Union Employees' 401(k) Plan, Total assets ($B): 0.002347854 · Participants: 14Burnett & Sons Union Employees' 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Burnett & Sons Union Employees' 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Burnett & Sons Union Employees' 401(k) Plan side-by-side with 3 peers →

Burnett & Sons Union Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Advocate Health 401(k) Plan in FL ($2M); by covered participants it is Marietta Railroad Properties, Inc. 401(k) Plan in NY (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Burnett & Sons Union Employees' 401(k) Plan assets move in 2023? ▼
Burnett & Sons Union Employees' 401(k) Plan grew sharply - up 28.4% during 2023, from $2M to $2M. Reported net income was $519K.
How have Burnett and Sons Planing Mill and Lumber Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burnett and Sons Planing Mill and Lumber Co., Inc.'s sponsor-wide assets grew 48.9%, from $3M to $5M.
Which 401(k) plans are similar in size to Burnett & Sons Union Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advocate Health 401(k) Plan in FL ($2M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Burnett & Sons Union Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marietta Railroad Properties, Inc. 401(k) Plan in NY (14 participants, $522K 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 941460709.

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.