401(k) · DOL Form 5500 · 2024

Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
43
Participants Small participant base
53rd
Percentile by assets National rank
$207,032
Avg per participant Above avg balance/head
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Official DOL plan name: Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan · Sponsored by Burt, Blee, Dixon, Sutton & Bloom, LLP · Indiana · Professional & Technical Services

$9M in assets, 43 participants

Burt, Blee, Dixon, Sutton & Bloom, LLP's Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan reported $9M in total assets and 43 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,368 in Professional & Technical Services (20,173 peers)

Burt, Blee, Dixon, Sutton & Bloom, LLP multi-year trail

Burt, Blee, Dixon, Sutton & Bloom, LLP's plans moved +45.9% in assets from 2022 to 2024; this filing shows Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan at $9M / 43 participants.

#10,368
in Professional & Technical Services (20,173 peers)
+25.8%
assets growth YoY

Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan vs every filed plan by assets

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

$8,902,355 Top 47% higher than 53% 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

Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan reported net income rose from $974K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan reported participants fell from 44 in the plan year 2023 filing to 43 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 351462179 · Burt, Blee, Dixon, Sutton & Bloom, LLP PY 2024 · 401(k)

Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan · $9M · 43 · 53rd

  • VS-ST $9M
  • BOY 43
  • SCH 53rd
  • EBSA 401(k)
  • PART near Takako America Co., Inc. Employees 401(k) Retirement Plan
  • TYPE ind #10368

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 Indiana →

Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan in the asset neighbourhood

Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) PlanBurt, Blee, Dixon, Sutton & …$9MTakako America Co., Inc. Employees 401(k) Retirement PlanTakako America Co., Inc. Emp…$9MEnervise, Inc. Savings & Investment PlanEnervise, Inc. Savings & Inv…$9MLevander, Gillen & Miller, P.a. 401(k) PlanLevander, Gillen & Miller, P…$9MFranklin State Bank & Trust Co. 401(k) PlanFranklin State Bank & Trust …$9M
End-of-year total assets ($M) among Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Burt, Blee, Dixon, Sutton & Bloom, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Burt, Blee, Dixon, Sutton & Bloom, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$9M 45.85930594252206% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $6.1M $8.9M ▲ +45.9%
Year Plans Participants Total Assets
2022 1 34 $6M
2023 1 44 $7M
2024 1 43 $9M

Burt, Blee, Dixon, Sutton & Bloom, LLP filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN351462179
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan, Total assets ($B): 0.008902355 · Participants: 43Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan side-by-side with 3 peers →

Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Takako America Co., Inc. Employees 401(k) Retirement Plan in KS ($9M); by covered participants it is Shaker Lane Holding, Inc. 401(k) Profit Sharing Plan in FL (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan assets move in 2024? ▼
Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan grew sharply - up 25.8% during 2024, from $7M to $9M. Reported net income was $2M.
How have Burt, Blee, Dixon, Sutton & Bloom, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burt, Blee, Dixon, Sutton & Bloom, LLP's sponsor-wide assets grew 45.9%, from $6M to $9M.
Which 401(k) plans are similar in size to Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Takako America Co., Inc. Employees 401(k) Retirement Plan in KS ($9M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shaker Lane Holding, Inc. 401(k) Profit Sharing Plan in FL (43 participants, $3M 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 351462179.

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.