401(k) · DOL Form 5500 · 2024

Burt Process Equipment, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
166
Participants Small participant base
67th
Percentile by assets National rank
$100,102
Avg per participant Below avg balance/head
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Official DOL plan name: Burt Process Equipment, Inc. Profit Sharing Plan · Sponsored by Burt Process Equipment, Inc. · Connecticut · Manufacturing

$17M in assets, 166 participants

Burt Process Equipment, Inc.'s Burt Process Equipment, Inc. Profit Sharing Plan reported $17M in total assets and 166 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #9,800 in Manufacturing (17,777 peers)

Coverage in Connecticut

Burt Process Equipment, Inc. Profit Sharing Plan covers 166 participants in Connecticut, about 23% of the average Connecticut filer (state average ~718 per filing). Assets: $17M.

#9,800
in Manufacturing (17,777 peers)
+20.7%
assets growth YoY

Burt Process Equipment, Inc. Profit Sharing Plan's outsized position by total assets

Burt Process Equipment, Inc. Profit Sharing Plan vs every filed plan by assets

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

$16,616,883 Top 33% higher than 67% 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

Burt Process Equipment, Inc. Profit Sharing 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. Burt Process Equipment, Inc. Profit Sharing Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Burt Process Equipment, Inc. Profit Sharing Plan reported participants rose from 131 in the plan year 2023 filing to 166 in the plan year 2024 filing.
  • Burt Process Equipment, Inc. Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Burt Process Equipment, Inc. Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 060865459 · Burt Process Equipment, Inc. PY 2024 · 401(k)

Burt Process Equipment, Inc. Profit Sharing Plan · $17M · 166 · 67th

  • RANK $17M
  • RANK 166
  • RANK 67th
  • RANK 401(k)
  • RANK near Korum Automotive Group, Inc. Salary Deferral 401(k) Plan
  • RANK ind #9800

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 Connecticut →

Burt Process Equipment, Inc. Profit Sharing Plan in the asset neighbourhood

Burt Process Equipment, Inc. Profit Sharing PlanBurt Process Equipment, Inc.…$17MKorum Automotive Group, Inc. Salary Deferral 401(k) PlanKorum Automotive Group, Inc.…$17MService Holdings, LLC Retirement PlanService Holdings, LLC Retire…$17MThe Contractors Retirement PlanThe Contractors Retirement P…$17MCion 401(k) Savings Plan$17M
End-of-year total assets ($M) among Burt Process Equipment, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN060865459
Plan Effective Date1979-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burt Process Equipment, Inc.)

Sponsor-wide plan assets over time

All Burt Process Equipment, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 57.200107960538205% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.6M $16.6M ▲ +57.2%
Year Plans Participants Total Assets
2022 1 140 $11M
2023 1 131 $14M
2024 1 166 $17M

Nearby 401(k) Plans in Connecticut

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

Burt Process Equipment, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Burt Process Equipment, Inc. Profit Sharing Plan, Total assets ($B): 0.016616883 · Participants: 166Burt Process Equipment, Inc. Profit Sharing PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Burt Process Equipment, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Burt Process Equipment, Inc. Profit Sharing Plan side-by-side with 3 peers →

Burt Process Equipment, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Korum Automotive Group, Inc. Salary Deferral 401(k) Plan in WA ($17M); by covered participants it is Awesome 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

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 Burt Process Equipment, Inc. Profit Sharing Plan assets move in 2024? ▼
Burt Process Equipment, Inc. Profit Sharing Plan grew sharply - up 20.7% during 2024, from $14M to $17M. Reported net income was $3M.
How have Burt Process Equipment, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burt Process Equipment, Inc.'s sponsor-wide assets grew 57.2%, from $11M to $17M.
Which 401(k) plans are similar in size to Burt Process Equipment, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Korum Automotive Group, Inc. Salary Deferral 401(k) Plan in WA ($17M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Burt Process Equipment, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Awesome 401(k) Plan in CA (166 participants, $43M 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 060865459.

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.