401(k) · DOL Form 5500 · 2024

Burross Jackson Dentistry Partnership 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
24
Participants Small participant base
48th
Percentile by assets National rank
$283,599
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Burross Jackson Dentistry Partnership Retirement Plan & Trust · Sponsored by Burross Jackson Dentistry Partnership · Texas · Healthcare & Social Assistance

$7M in assets, 24 participants

Burross Jackson Dentistry Partnership's Burross Jackson Dentistry Partnership Retirement Plan & Trust reported $7M in total assets and 24 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #8,831 in Healthcare & Social Assistance (16,916 peers)

Burross Jackson Dentistry Partnership multi-year trail

Burross Jackson Dentistry Partnership's plans moved +27.5% in assets from 2022 to 2024; this filing shows Burross Jackson Dentistry Partnership Retirement Plan & Trust at $7M / 24 participants.

#8,831
in Healthcare & Social Assistance (16,916 peers)
+9.7%
assets growth YoY

Burross Jackson Dentistry Partnership Retirement Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Burross Jackson Dentistry Partnership Retirement Plan & Trust vs every filed plan by assets

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

$6,806,379 48th percentile higher than 48% 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

Burross Jackson Dentistry Partnership Retirement Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burross Jackson Dentistry Partnership Retirement Plan & Trust is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Burross Jackson Dentistry Partnership Retirement Plan & Trust reported net income fell from $864K in the plan year 2023 filing to $603K in the plan year 2024 filing.
  • Burross Jackson Dentistry Partnership Retirement Plan & Trust end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Burross Jackson Dentistry Partnership Retirement Plan & Trust reported participants rose from 22 in the plan year 2023 filing to 24 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 203889296 · Burross Jackson Dentistry Partnership PY 2024 · 401(k)

Burross Jackson Dentistry Partnership Retirement Plan & Trust · $7M · 24 · 48th

  • EOY $7M
  • 5500 24
  • ASSETS 48th
  • PCT 401(k)
  • EIN near Global Affiliates Union 401(k) Plan
  • RANK ind #8831

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Burross Jackson Dentistry Partnership Retirement Plan & Trust in the asset neighbourhood

Burross Jackson Dentistry Partnership Retirement Plan & TrustBurross Jackson Dentistry Pa…$7MGlobal Affiliates Union 401(k) PlanGlobal Affiliates Union 401(…$7MAdvanced Molding Technologies 401(k) Profit Sharing Plan & TrustAdvanced Molding Technologie…$7MBuffalo Engineering, PC 401(k) PlanBuffalo Engineering, PC 401(…$7MExpress Container Services 401(k)Express Container Services 4…$7M
End-of-year total assets ($M) among Burross Jackson Dentistry Partnership Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Burross Jackson Dentistry Partnership multi-year asset trail

Sponsor-wide plan assets over time

All Burross Jackson Dentistry Partnership plans reported in each filing year

Latest sponsor-wide plan assets
$7M 27.475725991519944% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.34M $6.81M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 23 $5M
2023 1 22 $6M
2024 1 24 $7M

Burross Jackson Dentistry Partnership filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$603K
Employer EIN203889296
Plan Effective Date1976-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Burross Jackson Dentistry Partnership Retirement Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Burross Jackson Dentistry Partnership Retirement Plan & Trust, Total assets ($B): 0.006806379 · Participants: 24Burross Jackson Dentistry Partnership Retirement Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Burross Jackson Dentistry Partnership Retirement Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants

Burross Jackson Dentistry Partnership Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Global Affiliates Union 401(k) Plan in MI ($7M); by covered participants it is Dog House Ventures, Inc. 401(k) Plan in DE (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Burross Jackson Dentistry Partnership Retirement Plan & Trust assets move in 2024?
Burross Jackson Dentistry Partnership Retirement Plan & Trust grew at a solid clip - up 9.7% during 2024, from $6M to $7M. Reported net income was $603K.
How have Burross Jackson Dentistry Partnership plan assets changed over time?
Across 3 plan years on file (2022-2024), Burross Jackson Dentistry Partnership's sponsor-wide assets grew 27.5%, from $5M to $7M.
Which 401(k) plans are similar in size to Burross Jackson Dentistry Partnership Retirement Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Global Affiliates Union 401(k) Plan in MI ($7M, 902 participants).
Which 401(k) plans cover a similar participant headcount to Burross Jackson Dentistry Partnership Retirement Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Dog House Ventures, Inc. 401(k) Plan in DE (24 participants, $907K in assets).