ESOP · DOL Form 5500 · 2024

Burwood Group, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
166
Participants Small participant base
37th
Percentile by assets National rank
$22,739
Avg per participant Low balance/head
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Official DOL plan name: Burwood Group, Inc. Employee Stock Ownership Plan · Sponsored by Burwood Group, Inc. · Illinois · Professional & Technical Services

$4M in assets, 166 participants

Burwood Group, Inc.'s Burwood Group, Inc. Employee Stock Ownership Plan reported $4M in total assets and 166 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,922 in Professional & Technical Services (20,173 peers)

Coverage in Illinois

Burwood Group, Inc. Employee Stock Ownership Plan covers 166 participants in Illinois, about 21% of the average Illinois filer (state average ~779 per filing). Assets: $4M.

#6,922
in Professional & Technical Services (20,173 peers)
-40.8%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Burwood Group, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Burwood Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,774,688 37th percentile higher than 37% 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

Burwood Group, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burwood Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Burwood Group, Inc. Employee Stock Ownership Plan reported net income fell from -$2M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Burwood Group, Inc. Employee Stock Ownership Plan end-of-year assets fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Burwood Group, Inc. Employee Stock Ownership Plan reported participants rose from 144 in the plan year 2023 filing to 166 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 364180073 · Burwood Group, Inc. PY 2024 · ESOP

Burwood Group, Inc. Employee Stock Ownership Plan · $4M · 166 · 37th

  • PHOTO $4M
  • PHOTO 166
  • PHOTO 37th
  • PHOTO ESOP
  • PHOTO near Project Management Solutions, Inc. Employee Stock Ownership Plan
  • PHOTO ind #6922

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 What is an ESOP? → · Plans in Illinois →

Burwood Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Project Management Solutions, Inc. Employee Stock Ownership PlanProject Management Solutions…$4MBush & Burchett, Inc. Employee Stock Ownership PlanBush & Burchett, Inc. Employ…$4MDean Cluck Feedyard, Inc. Employee Stock Ownership PlanDean Cluck Feedyard, Inc. Em…$4MBurwood Group, Inc. Employee Stock Ownership PlanBurwood Group, Inc. Employee…$4MCollage Companies Employee Stock Ownership PlanCollage Companies Employee S…$4M
End-of-year total assets ($M) among Burwood Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income-$3M
Employer EIN364180073
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burwood Group, Inc.)

Sponsor-wide plan assets over time

All Burwood Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 3.538780589522879% vs 2022
2024 filing year
$26.5M$27M$27.5M$28M 202220232024 $26.9M $27.8M ▲ +3.5%
Year Plans Participants Total Assets
2022 2 354 $27M
2023 2 351 $28M
2024 2 385 $28M

Nearby ESOP Plans in Illinois

Peer ESOP plans, same state, same plan type, ranked by total assets.

Burwood Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50000500010000 -101234 Total assets ($B) Participants Burwood Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.003774688 · Participants: 166Burwood Group, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.699095694 · Participants: 4909Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.165348047 · Participants: 4815Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.429776889 · Participants: 491Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 1.0622005 · Participants: 9258Bdo USA Employee Stock Ownership PlanShorr Paper Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.430213996 · Participants: 543Shorr Paper Products, Inc. Employee Stock Ownership Plan
Burwood Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Burwood Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Burwood Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Project Management Solutions, Inc. Employee Stock Ownership Plan in OH ($4M); by covered participants it is Ameri-Force, Inc. Employee Stock Ownership Plan in FL (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Burwood Group, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Burwood Group, Inc. Employee Stock Ownership Plan contracted severely - down 40.8% during 2024, from $6M to $4M. Reported net income was -$3M.
How have Burwood Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burwood Group, Inc.'s sponsor-wide assets grew 3.5%, from $27M to $28M.
Which ESOP plans are similar in size to Burwood Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Project Management Solutions, Inc. Employee Stock Ownership Plan in OH ($4M, 65 participants).
Which ESOP plans cover a similar participant headcount to Burwood Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ameri-Force, Inc. Employee Stock Ownership Plan in FL (166 participants, $6M 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 364180073.

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.