401(k) · DOL Form 5500 · 2023

The Burgiss Group LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
184
Participants Below avg headcount
77th
Percentile by assets National rank
$145,202
Avg per participant Above avg balance/head
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Official DOL plan name: Burgiss 401(k) Plan · Sponsored by The Burgiss Group LLC · New York · Professional & Technical Services

$27M in assets, 184 participants

The Burgiss Group LLC's Burgiss 401(k) Plan reported $27M in total assets and 184 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #15,826 in Professional & Technical Services (20,321 peers)

Coverage in New York

Burgiss 401(k) Plan covers 184 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $27M.

#15,826
in Professional & Technical Services (20,321 peers)
+33.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Burgiss 401(k) Plan's outsized position by total assets

Burgiss 401(k) Plan vs every filed plan by assets

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

$26,717,227 Top 23% higher than 77% 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

Burgiss 401(k) Plan 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. Burgiss 401(k) Plan sits mid-pack in the medium band (184 participants).

Form 5500 schedule snapshot

Filing strip 134038723 · The Burgiss Group LLC PY 2023 · 401(k)

Burgiss 401(k) Plan · $27M · 184 · 77th

  • EBSA $27M
  • PART 184
  • TYPE 77th
  • NET 401(k)
  • BOOK near Dolben Employee 401(k) Plan
  • VS-ST ind #15826

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 New York →

Burgiss 401(k) Plan in the asset neighbourhood

Burgiss 401(k) Plan$27MDolben Employee 401(k) Plan$27MCompass Healthcare PLC 401(k) Profit Sharing Plan & TrustCompass Healthcare PLC 401(k…$27MR&r Invest, Inc. Employees' Retirement Savings PlanR&r Invest, Inc. Employees' …$27MCiviltech Engineering, Inc. Profit Sharing PlanCiviltech Engineering, Inc. …$27M
End-of-year total assets ($M) among Burgiss 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$27M
Net Income$7M
Employer EIN134038723
Plan Effective Date2006-02-15
Filing StatusFILING RECEIVED

Sponsor Plan History (The Burgiss Group LLC)

Sponsor-wide plan assets over time

All The Burgiss Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$430M 42.6369992482179% vs 2022
2024 filing year
$250M$300M$350M$400M$450M 202220232024 $302M $430M ▲ +42.6%
Year Plans Participants Total Assets
2022 1 928 $302M
2023 2 1,267 $391M
2024 2 1,458 $430M

Nearby 401(k) Plans in New York

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

Burgiss 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Burgiss 401(k) Plan, Total assets ($B): 0.026717227 · Participants: 184Burgiss 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Burgiss 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Burgiss 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Dolben Employee 401(k) Plan in MA ($27M); by covered participants it is Afiniti 401(k) Plan in DC (184 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (184 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 Burgiss 401(k) Plan assets move in 2023? ▼
Burgiss 401(k) Plan surged - up 33.6% during 2023, from $20M to $27M. Reported net income was $7M.
How have The Burgiss Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Burgiss Group LLC's sponsor-wide assets grew 42.6%, from $302M to $430M.
Where does Burgiss 401(k) Plan rank by assets among Form 5500 filers? ▼
Burgiss 401(k) Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Burgiss 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dolben Employee 401(k) Plan in MA ($27M, 334 participants).
Which 401(k) plans cover a similar participant headcount to Burgiss 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Afiniti 401(k) Plan in DC (184 participants, $5M 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 134038723.

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.