401(k) · DOL Form 5500 · 2024

W. Atlee Burpee and Company 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
166
Participants Small participant base
69th
Percentile by assets National rank
$115,042
Avg per participant Below avg balance/head
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Official DOL plan name: The Burpee Retirement Savings Plan · Sponsored by W. Atlee Burpee and Company · Pennsylvania · Agriculture, Forestry & Fishing

$19M in assets, 166 participants

W. Atlee Burpee and Company's The Burpee Retirement Savings Plan reported $19M in total assets and 166 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #941 in Agriculture, Forestry & Fishing (1,217 peers)

Coverage in Pennsylvania

The Burpee Retirement Savings Plan covers 166 participants in Pennsylvania, about 20% of the average Pennsylvania filer (state average ~822 per filing). Assets: $19M.

#941
in Agriculture, Forestry & Fishing (1,217 peers)
+3.8%
assets growth YoY

The Burpee Retirement Savings Plan's outsized position by total assets

The Burpee Retirement Savings Plan vs every filed plan by assets

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

$19,097,034 Top 31% higher than 69% 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

The Burpee Retirement Savings 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. The Burpee Retirement Savings Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Burpee Retirement Savings Plan reported net income fell from $3M in the plan year 2023 filing to $708K in the plan year 2024 filing.
  • The Burpee Retirement Savings Plan end-of-year assets rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 230447250 · W. Atlee Burpee and Company PY 2024 · 401(k)

The Burpee Retirement Savings Plan · $19M · 166 · 69th

  • PHOTO $19M
  • PHOTO 166
  • PHOTO 69th
  • PHOTO 401(k)
  • PHOTO near Sbera 401(k) Plan as Adopted by Rollstone Bank and Trust
  • PHOTO ind #941

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Pennsylvania →

The Burpee Retirement Savings Plan in the asset neighbourhood

The Burpee Retirement Savings PlanThe Burpee Retirement Saving…$19MSbera 401(k) Plan as Adopted by Rollstone Bank and TrustSbera 401(k) Plan as Adopted…$19MPacific Northern Environmental 401(k) Profit Sharing PlanPacific Northern Environment…$19MLoyal Source Government Services 401(k) PlanLoyal Source Government Serv…$19MLouisiana Orthopaedic Specialists 401(k) PlanLouisiana Orthopaedic Specia…$19M
End-of-year total assets ($M) among The Burpee Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$708K
Employer EIN230447250
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (W. Atlee Burpee and Company)

Sponsor-wide plan assets over time

All W. Atlee Burpee and Company plans reported in each filing year

Latest sponsor-wide plan assets
$19M 25.051208565360632% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.3M $19.1M ▲ +25.1%
Year Plans Participants Total Assets
2022 1 138 $15M
2023 1 165 $18M
2024 1 166 $19M

Nearby 401(k) Plans in Pennsylvania

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

The Burpee Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants The Burpee Retirement Savings Plan, Total assets ($B): 0.019097034 · Participants: 166The Burpee Retirement Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
The Burpee Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Burpee Retirement Savings Plan side-by-side with 3 peers →

The Burpee Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Sbera 401(k) Plan as Adopted by Rollstone Bank and Trust in MA ($19M); by covered participants it is Awesome 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 The Burpee Retirement Savings Plan assets move in 2024? ▼
The Burpee Retirement Savings Plan edged up modestly - up 3.8% during 2024, from $18M to $19M. Reported net income was $708K.
How have W. Atlee Burpee and Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W. Atlee Burpee and Company's sponsor-wide assets grew 25.1%, from $15M to $19M.
Which 401(k) plans are similar in size to The Burpee Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sbera 401(k) Plan as Adopted by Rollstone Bank and Trust in MA ($19M, 106 participants).
Which 401(k) plans cover a similar participant headcount to The Burpee Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Awesome 401(k) Plan in CA (166 participants, $43M 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 230447250.

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.