401(k) · DOL Form 5500 · 2024

Burton Corporation 401(k) Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
495
Participants Below avg headcount
89th
Percentile by assets National rank
$175,229
Avg per participant Above avg balance/head
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Official DOL plan name: Burton 401(k) Incentive Savings Plan · Sponsored by Burton Corporation · Vermont · Wholesale Trade

$87M in assets, 495 participants

Burton Corporation's Burton 401(k) Incentive Savings Plan reported $87M in total assets and 495 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #5,535 in Wholesale Trade (6,080 peers)

Coverage in Vermont

Burton 401(k) Incentive Savings Plan covers 495 participants in Vermont, 2.0x the typical Vermont plan (state average ~245 per filing). Assets: $87M.

#5,535
in Wholesale Trade (6,080 peers)
+13.0%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Burton 401(k) Incentive Savings Plan's outsized position by total assets

Burton 401(k) Incentive Savings Plan vs every filed plan by assets

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

$86,738,180 Top 11% higher than 89% 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

Burton 401(k) Incentive Savings 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. Burton 401(k) Incentive Savings Plan sits mid-pack in the medium band (495 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Burton 401(k) Incentive Savings Plan reported net income fell from $14M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Burton 401(k) Incentive Savings Plan end-of-year assets rose from $77M in the plan year 2023 filing to $87M in the plan year 2024 filing.
  • Burton 401(k) Incentive Savings Plan reported participants fell from 501 in the plan year 2023 filing to 495 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 030269736 · Burton Corporation PY 2024 · 401(k)

Burton 401(k) Incentive Savings Plan · $87M · 495 · 89th

  • VS-ST $87M
  • BOY 495
  • SCH 89th
  • EBSA 401(k)
  • PART near Fabsouth, LLC 401(k) Plan
  • TYPE ind #5535

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 Wholesale Trade retirement plans → · Plans in Vermont →

Burton 401(k) Incentive Savings Plan in the asset neighbourhood

Marotta Controls, Inc. Employees 401(k) PlanMarotta Controls, Inc. Emplo…$87MBurton 401(k) Incentive Savings PlanBurton 401(k) Incentive Savi…$87MFabsouth, LLC 401(k) Plan$87MThe 401(k) Plan$87MStrongwell Corporation 401(k) Profit-Sharing Plan and TrustStrongwell Corporation 401(k…$87M
End-of-year total assets ($M) among Burton 401(k) Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Vermont filing particulars

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$87M
Net Income$10M
Employer EIN030269736
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burton Corporation)

Sponsor-wide plan assets over time

All Burton Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$87M 37.20150572400432% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $63.2M $86.7M ▲ +37.2%
Year Plans Participants Total Assets
2022 1 466 $63M
2023 1 501 $77M
2024 1 495 $87M

Nearby 401(k) Plans in Vermont

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

Burton 401(k) Incentive Savings Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Burton 401(k) Incentive Savings Plan, Total assets ($B): 0.08673818 · Participants: 495Burton 401(k) Incentive Savings PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 2.219723296 · Participants: 12486The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.335306385 · Participants: 1397National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.243285831 · Participants: 520Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.175195216 · Participants: 534Husky Retirement SavingsCasella Waste Systems 401(k) Plan, Total assets ($B): 0.160906631 · Participants: 3488Casella Waste Systems 401(k) Plan
Burton 401(k) Incentive Savings Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Burton 401(k) Incentive Savings Plan side-by-side with 3 peers →

Burton 401(k) Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Fabsouth, LLC 401(k) Plan in FL ($87M); by covered participants it is The Ardan Community of Companies 401(k) and Profit Sharing Plan in FL (495 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($87M here).

Similar participant headcount

Nearest other-state filings by covered participants (495 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 Burton 401(k) Incentive Savings Plan assets move in 2024? ▼
Burton 401(k) Incentive Savings Plan grew at a solid clip - up 13.0% during 2024, from $77M to $87M. Reported net income was $10M.
How have Burton Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burton Corporation's sponsor-wide assets grew 37.2%, from $63M to $87M.
Where does Burton 401(k) Incentive Savings Plan rank by assets among Form 5500 filers? ▼
Burton 401(k) Incentive Savings Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Burton 401(k) Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fabsouth, LLC 401(k) Plan in FL ($87M, 1,413 participants).
Which 401(k) plans cover a similar participant headcount to Burton 401(k) Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Ardan Community of Companies 401(k) and Profit Sharing Plan in FL (495 participants, $44M 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 030269736.

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.