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
9
Participants Small participant base
30th
Percentile by assets National rank
$220,768
Avg per participant Above avg balance/head
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Official DOL plan name: Burnett and Sons Planing Mill and Lumber Co., Inc. 401(k) Plan · Sponsored by Burnett and Sons Planing Mill and Lumber Co., Inc. · California · Manufacturing

$2M in assets, 9 participants

Burnett and Sons Planing Mill and Lumber Co., Inc.'s Burnett and Sons Planing Mill and Lumber Co., Inc. 401(k) Plan reported $2M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,791 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 and Sons Planing Mill and Lumber Co., Inc. 401(k) Plan at $2M / 9 participants.

#2,791
in Manufacturing (18,722 peers)
+38.0%
assets growth YoY

Burnett and Sons Planing Mill and Lumber Co., Inc. 401(k) Plan among the smaller filed plans by assets

Burnett and Sons Planing Mill and Lumber Co., Inc. 401(k) Plan vs every filed plan by assets

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

$1,986,915 30th percentile higher than 30% 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 and Sons Planing Mill and Lumber Co., Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burnett and Sons Planing Mill and Lumber Co., Inc. 401(k) Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Burnett and Sons Planing Mill and Lumber Co., Inc. 401(k) Plan reported net income rose from $306K in the plan year 2022 filing to $547K in the plan year 2023 filing.
  • Burnett and Sons Planing Mill and Lumber Co., Inc. 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Burnett and Sons Planing Mill and Lumber Co., Inc. 401(k) Plan reported participants rose from 8 in the plan year 2022 filing to 9 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

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

Burnett and Sons Planing Mill and Lumber Co., Inc. 401(k) Plan · $2M · 9 · 30th

  • BOY $2M
  • SCH 9
  • EBSA 30th
  • PART 401(k)
  • TYPE near Progressive Plumbing Company Profit Sharing Retirement Plan
  • NET ind #2791

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 and Sons Planing Mill and Lumber Co., Inc. 401(k) Plan in the asset neighbourhood

Burnett and Sons Planing Mill and Lumber Co., Inc. 401(k) PlanBurnett and Sons Planing Mil…$2MProgressive Plumbing Company Profit Sharing Retirement PlanProgressive Plumbing Company…$2MCrumbl Enterprises, LLC 401(k) PlanCrumbl Enterprises, LLC 401(…$2MExceptional Health Care 401(k) PlanExceptional Health Care 401(…$2MWolf&law, P.C. 401(k) Plan$2M
End-of-year total assets ($M) among Burnett and Sons Planing Mill and Lumber Co., Inc. 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)$1M
Net Assets (End of Year)$2M
Net Income$547K
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 and Sons Planing Mill and Lumber Co., Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Burnett and Sons Planing Mill and Lumber Co., Inc. 401(k) Plan, Total assets ($B): 0.001986915 · Participants: 9Burnett and Sons Planing Mill and Lumber Co., Inc. 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 and Sons Planing Mill and Lumber Co., Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Burnett and Sons Planing Mill and Lumber Co., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Progressive Plumbing Company Profit Sharing Retirement Plan in OH ($2M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 and Sons Planing Mill and Lumber Co., Inc. 401(k) Plan assets move in 2023?
Burnett and Sons Planing Mill and Lumber Co., Inc. 401(k) Plan surged - up 38.0% during 2023, from $1M to $2M. Reported net income was $547K.
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 and Sons Planing Mill and Lumber Co., Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Progressive Plumbing Company Profit Sharing Retirement Plan in OH ($2M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Burnett and Sons Planing Mill and Lumber Co., Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K in assets).