401(k) · DOL Form 5500 · 2024

Burnside Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 2
Participants Small participant base: 42nd
Percentile by assets National rank: $2.5M
Avg per participant High balance/head

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Official DOL plan name: Burnside Investments, Inc. 401(k) Plan · Sponsored by Burnside Investments, Inc. · Texas · Finance & Insurance

$5M in assets, 2 participants

Burnside Investments, Inc.'s Burnside Investments, Inc. 401(k) Plan reported $5M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

#2,423 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Burnside Investments, Inc. 401(k) Plan holds $5M for 2 participants - about $2.5M per participant, in the lower half of filed plans by assets.

#2,423
in Finance & Insurance (8,549 peers): +0.0%
assets growth YoY

Burnside Investments, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Burnside Investments, Inc. 401(k) Plan vs every filed plan by assets

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

$5,000,000 42nd percentile higher than 42% 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

Burnside Investments, Inc. 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. Burnside Investments, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Plan-year Form 5500 strip

Filing strip 834629544 · Burnside Investments, Inc. PY 2024 · 401(k)

Burnside Investments, Inc. 401(k) Plan · $5M · 2 · 42nd

NET $5M
NET 2
NET 42nd
NET 401(k)
NET near Trajan Corp.401(k) Plan
NET ind #2423

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 Finance & Insurance retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Burnside Investments, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$5M
Employer EIN	834629544
Plan Effective Date	2019-05-02
Filing Status	FILING RECEIVED

Sponsor Plan History (Burnside Investments, Inc.)

Latest sponsor-wide plan assets: $5M 0% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$5M
2023	1	2	$5M
2024	1	2	$5M

Nearby 401(k) Plans in Texas

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

Burnside Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Burnside Investments, Inc. 401(k) Plan side-by-side with 3 peers →

Burnside Investments, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Trajan Corp.401(k) Plan in OR ($5M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Trajan Corp.401(k) Plan (OR) $5M · 4
Wonderland Children's Academy Retirement Plan (TN) $5M · 1
Edgetech Consulting 401(k) Plan (MA) $5M · 7
403(b) Thrift Plan for Employees of Union Community Health Center, Inc. (NY) $5M · 158

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
Frozen Smiles Retirement Plan (TN) 2 · 0 off
Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
Premier Martial Arts 401(k) Trust (CA) 2 · 0 off

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 Burnside Investments, Inc. 401(k) Plan assets move in 2024? ▼

Burnside Investments, Inc. 401(k) Plan held essentially flat - up 0.0% during 2024, from $5M to $5M.

How have Burnside Investments, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Burnside Investments, Inc.'s sponsor-wide assets grew 0.0%, from $5M to $5M.

Which 401(k) plans are similar in size to Burnside Investments, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Trajan Corp.401(k) Plan in OR ($5M, 4 participants).

Which 401(k) plans cover a similar participant headcount to Burnside Investments, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 834629544.