ESOP · DOL Form 5500 · 2024
Burns & Mcdonnell, Inc ESOP
Data updated 2026-08-25
- $5.5B
- Total assets Very large vs avg
- 9,902
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $551,794
- Avg per participant High balance/head
Official DOL plan name: Burns & Mcdonnell, Inc. Employee Stock Ownership Plan · Sponsored by Burns & Mcdonnell, Inc · Missouri · Professional & Technical Services
$5.5B in assets, 9,902 participants
Burns & Mcdonnell, Inc's Burns & Mcdonnell, Inc. Employee Stock Ownership Plan reported $5.5B in total assets and 9,902 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- #20,149 in Professional & Technical Services (20,173 peers)
Coverage in Missouri
Burns & Mcdonnell, Inc. Employee Stock Ownership Plan covers 9,902 participants in Missouri, 13x the typical Missouri plan (state average ~737 per filing). Assets: $5.5B.
- #20,149
- in Professional & Technical Services (20,173 peers)
- +16.0%
- assets growth YoY
- 55×
- vs typical plan assets (national mean)
Burns & Mcdonnell, Inc. Employee Stock Ownership Plan's outsized position by total assets
Burns & Mcdonnell, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,463,861,407 Highest reported value at or above every one 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
Burns & Mcdonnell, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burns & Mcdonnell, Inc. Employee Stock Ownership Plan lands in the large band (9,902 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan end-of-year assets rose from $4.7B in the plan year 2023 filing to $5.5B in the plan year 2024 filing.
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan reported participants rose from 8,553 in the plan year 2023 filing to 9,902 in the plan year 2024 filing.
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan reported net income rose from $758M in the plan year 2023 filing to $759M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 431393692 · Burns & Mcdonnell, Inc PY 2024 · ESOP
Burns & Mcdonnell, Inc. Employee Stock Ownership Plan · $5.5B · 9,902 · 100th
- EOY $5.5B
- EOY 9,902
- EOY 100th
- EOY ESOP
- EOY near Wawa, Inc. Employee Stock Ownership Plan
- EOY ind #20149
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 Missouri →
Burns & Mcdonnell, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $4.7B |
|---|---|
| Net Assets (End of Year) | $5.5B |
| Net Income | $759M |
| Employer EIN | 431393692 |
| Plan Effective Date | 1985-12-23 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Burns & Mcdonnell, Inc)
Sponsor-wide plan assets over time
All Burns & Mcdonnell, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $7.5B 42.9214163651567% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 14,851 | $5.3B |
| 2023 | 3 | 17,697 | $6.4B |
| 2024 | 2 | 20,333 | $7.5B |
Nearby ESOP Plans in Missouri
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Mccarthy Employee Stock Ownership Plan $1.8B · 2,983
- Je Dunn Employee Stock Ownership Plan and Trust $621M · 2,825
- Arco DB Companies, Inc. Employee Stock Ownership Plan $514M · 608
- Emery Sapp Employee Stock Ownership Plan $400M · 2,184
- Src Employee Stock Ownership Plan and Trust $311M · 1,535
Scale composition for Burns & Mcdonnell, Inc. Employee Stock Ownership Plan
Burns & Mcdonnell, Inc. Employee Stock Ownership Plan reports $5.5B in end-of-year assets across 9,902 participants (0.044% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $551,794 per participant (4.0x the national average assets-per-participant) . Net income for plan year 2024 was $759M.
This plan identity (EIN 431393692, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $4.0B to $5.5B (+37.9%) while covered participants moved from 7,358 to 9,902 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,358 | $4.0B | Open filing |
| 2023 | 8,553 | $4.7B | Open filing |
| 2024 · index core | 9,902 | $5.5B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Burns & Mcdonnell, Inc. 401(k) Savings Plan (401(k), $2.1B, 10,431 participants)
Burns & Mcdonnell, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Missouri, the nearest ESOP by assets is Wawa, Inc. Employee Stock Ownership Plan in PA ($5.5B); by covered participants it is Quad/Graphics ESOP in WI (9,479 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5.5B here).
- Wawa, Inc. Employee Stock Ownership Plan (PA) $5.5B · 37,745
- Winco Employee Stock Ownership Plan (ID) $5.0B · 17,054
- Parsons Employee Stock Ownership Plan (CA) $5.0B · 8,040
- Schreiber Foods, Inc Employee Stock Ownership Plan (WI) $3.8B · 6,519
Similar participant headcount
Nearest other-state filings by covered participants (9,902 participants); asset peers above are excluded.
- Quad/Graphics ESOP (WI) 9,479 · 423 off
- Polaris Inc. Employee Stock Ownership Plan (MN) 9,360 · 542 off
- Bdo USA Employee Stock Ownership Plan (IL) 9,258 · 644 off
- K-Va-T Employees Profit Sharing and Stock Ownership Plan (VA) 11,521 · 1,619 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.