401(k) · DOL Form 5500 · 2024
Burkland Associates, LLC 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 113
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $60,633
- Avg per participant Low balance/head
Official DOL plan name: Burkland Associates, LLC 401(k) Plan · Sponsored by Burkland Associates, LLC · California · Professional & Technical Services
$7M in assets, 113 participants
Burkland Associates, LLC's Burkland Associates, LLC 401(k) Plan reported $7M in total assets and 113 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.
- #9,274 in Professional & Technical Services (20,173 peers)
Coverage in California
Burkland Associates, LLC 401(k) Plan covers 113 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $7M.
- #9,274
- in Professional & Technical Services (20,173 peers)
- +30.4%
- assets growth YoY
Burkland Associates, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Burkland Associates, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,851,546 48th percentile higher than 48% 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
Burkland Associates, LLC 401(k) 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. Burkland Associates, LLC 401(k) Plan sits mid-pack in the medium band (113 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Burkland Associates, LLC 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Burkland Associates, LLC 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Burkland Associates, LLC 401(k) Plan reported participants fell from 117 in the plan year 2023 filing to 113 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 273835270 · Burkland Associates, LLC PY 2024 · 401(k)
Burkland Associates, LLC 401(k) Plan · $7M · 113 · 48th
- PHOTO $7M
- PHOTO 113
- PHOTO 48th
- PHOTO 401(k)
- PHOTO near Jamie W Broussard Individual (K) Qrp
- PHOTO ind #9274
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 Professional & Technical Services retirement plans → · Plans in California →
Burkland Associates, LLC 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $2M |
| Employer EIN | 273835270 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Burkland Associates, LLC)
Sponsor-wide plan assets over time
All Burkland Associates, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 30.354327757456396% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 117 | $5M |
| 2024 | 1 | 113 | $7M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Burkland Associates, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Jamie W Broussard Individual (K) Qrp in LA ($7M); by covered participants it is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Jamie W Broussard Individual (K) Qrp (LA) $7M · 2
- Hcl Global Systems 401(k) Plan (MI) $7M · 665
- Uphealth, Inc. 401(k) Plan (FL) $7M · 308
- Tmvc 401(k) Retirement Plan (FL) $7M · 199
Similar participant headcount
Nearest other-state filings by covered participants (113 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.