Profit Sharing · DOL Form 5500 · 2024
Burr and Burton Seminary D/B/a Burr and Burton Academy Profit Sharing Plan
Data updated 2026-07-24
- $30M
- Total assets
- 176
- Participants
- 77th
- Percentile by assets
- $170,602
- Avg per participant
Official DOL plan name: Burr and Burton Academy 403(b)Plan · Sponsored by Burr and Burton Seminary D/B/a Burr and Burton Academy · Vermont · Educational Services
$30M in assets, 176 participants
Burr and Burton Seminary D/B/a Burr and Burton Academy's Burr and Burton Academy 403(b)Plan reported $30M in total assets and 176 participants in its 2024 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.
- 77th percentile by assets (of 116,472 plans)
Where Burr and Burton Academy 403(b)Plan sits by assets
Burr and Burton Academy 403(b)Plan sits in the top quartile of all filed plans by assets, $30M for 176 participants (~$170,602/participant), up 8.4% in 2024.
- $30M
- total plan assets (2024 EOY)
- 176
- covered participants
- 77th
- percentile by assets (of 116,472 plans)
- $170,602
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Burr and Burton Academy 403(b)Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Burr and Burton Academy 403(b)Plan end-of-year assets rose from $28M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- Burr and Burton Academy 403(b)Plan reported participants rose from 174 in the plan year 2023 filing to 176 in the plan year 2024 filing.
Burr and Burton Academy 403(b)Plan vs the 2024 asset distribution
By assets, Burr and Burton Academy 403(b)Plan outranks 77% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $2M |
| Employer EIN | 030179404 |
| Plan Effective Date | 1986-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Burr and Burton Seminary D/B/a Burr and Burton Academy)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 159 | $24M |
| 2023 | 1 | 174 | $28M |
| 2024 | 1 | 176 | $30M |
Nearby Profit Sharing Plans in Vermont
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Burr and Burton Academy 403(b)Plan vs. nearby Profit Sharing plans in Vermont, assets vs. participants
- Retirement Plan for Employees of Howardcenter $110M · 1,261
- University of Vermont Foundation 403(b) Plan $17M · 81
- Cv Oil Company Profit Sharing Plan $7M · 24
- Vermont Adult Learning Retirement Plan $4M · 89
- Roam Wouda Inc. Retirement Plan $4M · 17
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Burr and Burton Academy 403(b)Plan by total assets, not by location.
Frequently Asked Questions
How did Burr and Burton Academy 403(b)Plan assets move in 2024? ▼
How have Burr and Burton Seminary D/B/a Burr and Burton Academy plan assets changed over time? ▼
Where does Burr and Burton Academy 403(b)Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Burr and Burton Academy 403(b)Plan? ▼
Next read for Burr and Burton Academy 403(b)Plan
Scale reading
Ways to act on Burr and Burton Academy 403(b)Plan's numbers.
- By total assets, Burr and Burton Academy 403(b)Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Vermont. Compare plans
- Burr and Burton Seminary D/B/a Burr and Burton Academy's sponsor-wide assets have grown 25.3% since 2022 across 3 plan years on file. More Educational Services plans
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 030179404.
Read our methodology - how this data is sourced, computed, and verified.