ESOP · DOL Form 5500 · 2023

Burns Engineering, Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
284
Participants Below avg headcount
69th
Percentile by assets National rank
$58,296
Avg per participant Low balance/head
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Official DOL plan name: Burns Engineering, Inc. Employee Stock Ownership Plan · Sponsored by Burns Engineering, Inc. · Pennsylvania · Professional & Technical Services

$17M in assets, 284 participants

Burns Engineering, Inc.'s Burns Engineering, Inc. Employee Stock Ownership Plan reported $17M in total assets and 284 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,910 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Burns Engineering, Inc. Employee Stock Ownership Plan covers 284 participants in Pennsylvania, about 35% of the average Pennsylvania filer (state average ~822 per filing). Assets: $17M.

#13,910
in Professional & Technical Services (20,321 peers)
+11.2%
assets growth YoY

Burns Engineering, Inc. Employee Stock Ownership Plan's outsized position by total assets

Burns Engineering, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$16,556,056 Top 31% higher than 69% 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

Burns Engineering, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burns Engineering, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (284 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Burns Engineering, Inc. Employee Stock Ownership Plan reported net income rose from $937K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Burns Engineering, Inc. Employee Stock Ownership Plan reported participants rose from 249 in the plan year 2022 filing to 284 in the plan year 2023 filing.
  • Burns Engineering, Inc. Employee Stock Ownership Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 231602491 · Burns Engineering, Inc. PY 2023 · ESOP

Burns Engineering, Inc. Employee Stock Ownership Plan · $17M · 284 · 69th

  • TYPE $17M
  • NET 284
  • BOOK 69th
  • VS-ST ESOP
  • BOY near Select Investment and Management Co. Employee Stock Ownership Plan
  • SCH ind #13910

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 Pennsylvania →

Burns Engineering, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Valhalla Holdings, Inc. Employee Stock Ownership Plan and TrustValhalla Holdings, Inc. Empl…$17MBurns Engineering, Inc. Employee Stock Ownership PlanBurns Engineering, Inc. Empl…$17MSelect Investment and Management Co. Employee Stock Ownership PlanSelect Investment and Manage…$17MBernards Holdings, Inc. Employee Stock Ownership PlanBernards Holdings, Inc. Empl…$17MThermoanalytics, Inc. Employee Stock Ownership PlanThermoanalytics, Inc. Employ…$17M
End-of-year total assets ($M) among Burns Engineering, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN231602491
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burns Engineering, Inc.)

Sponsor-wide plan assets over time

All Burns Engineering, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$85M 43.573425802013794% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $58.9M $84.5M ▲ +43.6%
Year Plans Participants Total Assets
2022 2 507 $59M
2023 2 578 $71M
2024 2 664 $85M

Nearby ESOP Plans in Pennsylvania

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

Burns Engineering, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Burns Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.016556056 · Participants: 284Burns Engineering, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Burns Engineering, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Burns Engineering, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Select Investment and Management Co. Employee Stock Ownership Plan in ID ($17M); by covered participants it is Isaacson Miller, Inc. Employee Stock Ownership Plan in MA (284 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (284 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 Burns Engineering, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Burns Engineering, Inc. Employee Stock Ownership Plan grew at a solid clip - up 11.2% during 2023, from $15M to $17M. Reported net income was $2M.
How have Burns Engineering, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burns Engineering, Inc.'s sponsor-wide assets grew 43.6%, from $59M to $85M.
Which ESOP plans are similar in size to Burns Engineering, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Select Investment and Management Co. Employee Stock Ownership Plan in ID ($17M, 134 participants).
Which ESOP plans cover a similar participant headcount to Burns Engineering, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Isaacson Miller, Inc. Employee Stock Ownership Plan in MA (284 participants, $31M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231602491.

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.