Defined Benefit (Pension) · DOL Form 5500 · 2023

Burnham Holdings, Inc Pension Plan

Data updated 2026-08-25

$133M
Total assets Near avg plan size
209
Participants Below avg headcount
93rd
Percentile by assets National rank
$634,464
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of the Burnham Group · Sponsored by Burnham Holdings, Inc · Pennsylvania · Management of Enterprises

$133M in assets, 209 participants

Burnham Holdings, Inc's Retirement Plan for Employees of the Burnham Group reported $133M in total assets and 209 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #900 in Management of Enterprises (1,137 peers)

Coverage in Pennsylvania

Retirement Plan for Employees of the Burnham Group covers 209 participants in Pennsylvania, about 25% of the average Pennsylvania filer (state average ~822 per filing). Assets: $133M.

#900
in Management of Enterprises (1,137 peers)
+2.8%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Retirement Plan for Employees of the Burnham Group's outsized position by total assets

Retirement Plan for Employees of the Burnham Group vs every filed plan by assets

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

$132,603,022 Top 7% higher than 93% 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

Retirement Plan for Employees of the Burnham Group 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. Retirement Plan for Employees of the Burnham Group sits mid-pack in the medium band (209 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of the Burnham Group reported net income rose from -$6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Retirement Plan for Employees of the Burnham Group reported participants fell from 227 in the plan year 2022 filing to 209 in the plan year 2023 filing.
  • Retirement Plan for Employees of the Burnham Group end-of-year assets rose from $129M in the plan year 2022 filing to $133M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 421561863 · Burnham Holdings, Inc PY 2023 · Defined Benefit (Pension)

Retirement Plan for Employees of the Burnham Group · $133M · 209 · 93rd

  • BOY $133M
  • BOY 209
  • BOY 93rd
  • BOY Defined Benefit (Pension)
  • BOY near Central National Gottesman Pension Plan
  • BOY ind #900

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 Management of Enterprises retirement plans → · Plans in Pennsylvania →

Retirement Plan for Employees of the Burnham Group in the asset neighbourhood

Imperial Sugar Company Retirement PlanImperial Sugar Company Retir…$133MCentral National Gottesman Pension PlanCentral National Gottesman P…$133MRetirement Plan for Employees of the Burnham GroupRetirement Plan for Employee…$133MClopay Ames Pension Plan$132MPension Plan for Employees of St. Lukes Hospital of DuluthPension Plan for Employees o…$132M
End-of-year total assets ($M) among Retirement Plan for Employees of the Burnham Group and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$129M
Net Assets (End of Year)$131M
Net Income$2M
Employer EIN421561863
Plan Effective Date1950-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burnham Holdings, Inc)

Sponsor-wide plan assets over time

All Burnham Holdings, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$81M 58.19634164395092% vs 2022
2024 filing year
$50M$100M$150M$200M$250M 202220232024 $193M $80.6M ▼ -58.2%
Year Plans Participants Total Assets
2022 3 989 $193M
2023 3 1,055 $206M
2024 2 823 $81M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of the Burnham Group vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Retirement Plan for Employees of the Burnham Group, Total assets ($B): 0.132603022 · Participants: 209Retirement Plan for Employees of the Burnham GroupNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Retirement Plan for Employees of the Burnham Group vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Retirement Plan for Employees of the Burnham Group side-by-side with 3 peers →

Retirement Plan for Employees of the Burnham Group's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Central National Gottesman Pension Plan in NY ($133M); by covered participants it is Pension Plan for Union Employees of Fox Television Stations, LLC in NY (209 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($133M here).

Similar participant headcount

Nearest other-state filings by covered participants (209 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 Retirement Plan for Employees of the Burnham Group assets move in 2023? ▼
Retirement Plan for Employees of the Burnham Group edged up modestly - up 2.8% during 2023, from $129M to $133M. Reported net income was $2M.
How have Burnham Holdings, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burnham Holdings, Inc's sponsor-wide assets declined 58.2%, from $193M to $81M.
Where does Retirement Plan for Employees of the Burnham Group rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of the Burnham Group ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of the Burnham Group? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Central National Gottesman Pension Plan in NY ($133M, 716 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of the Burnham Group? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Union Employees of Fox Television Stations, LLC in NY (209 participants, $45M 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 421561863.

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.