401(k) · DOL Form 5500 · 2024

Burnett Ventures, Inc. 401(k) Plan

Data updated 2026-08-25

$658K
Total assets Small plan by assets
11
Participants Small participant base
20th
Percentile by assets National rank
$59,795
Avg per participant Low balance/head
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Official DOL plan name: Burnett Ventures Retirement Plan · Sponsored by Burnett Ventures, Inc. · Texas · Other Services

$658K in assets, 11 participants

Burnett Ventures, Inc.'s Burnett Ventures Retirement Plan reported $658K in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,213 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Burnett Ventures Retirement Plan ranks #3,213 of 7,719 2024 filers by assets (3051% of the sector average)-$658K for 11 participants.

#3,213
in Other Services (7,719 peers)
+8.9%
assets growth YoY

Burnett Ventures Retirement Plan among the smaller filed plans by assets

Burnett Ventures Retirement Plan vs every filed plan by assets

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

$657,749 20th percentile higher than 20% 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

Burnett Ventures Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burnett Ventures Retirement Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Burnett Ventures Retirement Plan reported participants rose from 10 in the plan year 2023 filing to 11 in the plan year 2024 filing.
  • Burnett Ventures Retirement Plan end-of-year assets rose from $604K in the plan year 2023 filing to $658K in the plan year 2024 filing.
  • Burnett Ventures Retirement Plan reported net income fell from $59K in the plan year 2023 filing to $54K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 812856746 · Burnett Ventures, Inc. PY 2024 · 401(k)

Burnett Ventures Retirement Plan · $658K · 11 · 20th

  • EIN $658K
  • EIN 11
  • EIN 20th
  • EIN 401(k)
  • EIN near Vance, LLC 401(k) Plan
  • EIN ind #3213

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 Other Services retirement plans → · Plans in Texas →

Burnett Ventures Retirement Plan in the asset neighbourhood

Burnett Ventures Retirement PlanBurnett Ventures Retirement …$658KVance, LLC 401(k) Plan$658KV. R. Distributing, Inc. 1165(e) PlanV. R. Distributing, Inc. 116…$658KWeathernabb Recreation Investment PlanWeathernabb Recreation Inves…$658KLauer Reed Technologies, Inc. 401(k) PlanLauer Reed Technologies, Inc…$658K
End-of-year total assets ($M) among Burnett Ventures Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$604K
Net Assets (End of Year)$658K
Net Income$54K
Employer EIN812856746
Plan Effective Date2016-06-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Burnett Ventures, Inc.)

Sponsor-wide plan assets over time

All Burnett Ventures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$658K 20.690768770631227% vs 2022
2024 filing year
$0.5M$0.55M$0.6M$0.65M$0.7M 202220232024 $0.54M $0.66M ▲ +22.2%
Year Plans Participants Total Assets
2022 1 9 $545K
2023 1 10 $604K
2024 1 11 $658K

Nearby 401(k) Plans in Texas

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

Burnett Ventures Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Burnett Ventures Retirement Plan, Total assets ($B): 0.000657749 · Participants: 11Burnett Ventures Retirement PlanAT&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
Burnett Ventures Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Burnett Ventures Retirement Plan side-by-side with 3 peers →

Burnett Ventures Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Vance, LLC 401(k) Plan in AZ ($658K); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($658K here).

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Burnett Ventures Retirement Plan assets move in 2024? ▼
Burnett Ventures Retirement Plan grew at a solid clip - up 8.9% during 2024, from $604K to $658K. Reported net income was $54K.
How have Burnett Ventures, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burnett Ventures, Inc.'s sponsor-wide assets grew 20.7%, from $545K to $658K.
Where does Burnett Ventures Retirement Plan rank by assets among Form 5500 filers? ▼
Burnett Ventures Retirement Plan ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Burnett Ventures Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vance, LLC 401(k) Plan in AZ ($658K, 159 participants).
Which 401(k) plans cover a similar participant headcount to Burnett Ventures Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants, $2M 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 812856746.

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.