401(k) · DOL Form 5500 · 2024
Burcham Hills Retirement Center II 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 265
- Participants Below avg headcount
- 39th
- Percentile by assets National rank
- $16,062
- Avg per participant Low balance/head
Official DOL plan name: Burcham Hills Retirement Community 401(k) Profit Sharing Plan · Sponsored by Burcham Hills Retirement Center II · Michigan · Healthcare & Social Assistance
$4M in assets, 265 participants
Burcham Hills Retirement Center II's Burcham Hills Retirement Community 401(k) Profit Sharing Plan reported $4M in total assets and 265 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.
- #6,989 in Healthcare & Social Assistance (16,916 peers)
Coverage in Michigan
Burcham Hills Retirement Community 401(k) Profit Sharing Plan covers 265 participants in Michigan, about 42% of the average Michigan filer (state average ~638 per filing). Assets: $4M.
- #6,989
- in Healthcare & Social Assistance (16,916 peers)
- +2.1%
- assets growth YoY
Burcham Hills Retirement Community 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Burcham Hills Retirement Community 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,256,366 39th percentile higher than 39% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Burcham Hills Retirement Community 401(k) 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. Burcham Hills Retirement Community 401(k) Profit Sharing Plan sits mid-pack in the medium band (265 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Burcham Hills Retirement Community 401(k) Profit Sharing Plan reported net income fell from $416K in the plan year 2023 filing to $88K in the plan year 2024 filing.
- Burcham Hills Retirement Community 401(k) Profit Sharing Plan reported participants rose from 256 in the plan year 2023 filing to 265 in the plan year 2024 filing.
- Burcham Hills Retirement Community 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 382834545 · Burcham Hills Retirement Center II PY 2024 · 401(k)
Burcham Hills Retirement Community 401(k) Profit Sharing Plan · $4M · 265 · 39th
- PART $4M
- TYPE 265
- NET 39th
- BOOK 401(k)
- VS-ST near Don Small and Sons Oil Distributor Co. 401(k) Plan
- BOY ind #6989
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 Michigan →
Burcham Hills Retirement Community 401(k) Profit Sharing Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $88K |
| Employer EIN | 382834545 |
| Plan Effective Date | 2004-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Burcham Hills Retirement Center II)
Sponsor-wide plan assets over time
All Burcham Hills Retirement Center II plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 13.415989853126131% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 258 | $4M |
| 2023 | 1 | 256 | $4M |
| 2024 | 1 | 265 | $4M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
Burcham Hills Retirement Community 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Don Small and Sons Oil Distributor Co. 401(k) Plan in WA ($4M); by covered participants it is Territorial Savings Bank 401(k) Plan in HI (265 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (265 participants); asset peers above are excluded.
- Territorial Savings Bank 401(k) Plan (HI) 265 · 0 off
- Hawthorn Bancshares, Inc. Profit Sharing 401(k) Plan (MO) 265 · 0 off
- Helm Group, Inc. 401(k) Plan (IL) 265 · 0 off
- Acclaim Professional Healthcar 401(k) Profit Sharing Plan & Trust (CA) 265 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.