ESOP · DOL Form 5500 · 2023

The Burnett Companies Consolidated, Inc. ESOP

Data updated 2026-08-25

$29M
Total assets Below avg plan size
305
Participants Below avg headcount
79th
Percentile by assets National rank
$96,080
Avg per participant Below avg balance/head
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Official DOL plan name: Burnett Companies Consolidated, Inc. Employee Stock Ownership Plan · Sponsored by The Burnett Companies Consolidated, Inc. · Texas · Administrative & Support Services

$29M in assets, 305 participants

The Burnett Companies Consolidated, Inc.'s Burnett Companies Consolidated, Inc. Employee Stock Ownership Plan reported $29M in total assets and 305 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #3,906 in Administrative & Support Services (4,372 peers)

Coverage in Texas

Burnett Companies Consolidated, Inc. Employee Stock Ownership Plan covers 305 participants in Texas, about 44% of the average Texas filer (state average ~688 per filing). Assets: $29M.

#3,906
in Administrative & Support Services (4,372 peers)
-7.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Burnett Companies Consolidated, Inc. Employee Stock Ownership Plan's outsized position by total assets

Burnett Companies Consolidated, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$29,304,528 Top 21% higher than 79% 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

Burnett Companies Consolidated, Inc. Employee Stock Ownership 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. Burnett Companies Consolidated, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (305 participants).

Plan-year Form 5500 strip

Filing strip 760080808 · The Burnett Companies Consolidated, Inc. PY 2023 · ESOP

Burnett Companies Consolidated, Inc. Employee Stock Ownership Plan · $29M · 305 · 79th

  • BOOK $29M
  • VS-ST 305
  • BOY 79th
  • SCH ESOP
  • EBSA near Morrison Construction Company, Inc. Employee Stock Ownership Plan
  • PART ind #3906

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 Texas →

Burnett Companies Consolidated, Inc. Employee Stock Ownership Plan in the asset neighbourhood

First Bank Corp Employee Stock Ownership PlanFirst Bank Corp Employee Sto…$29MSunflower Landscaping and Maintenance, Inc. Employee Stock Ownership PlanSunflower Landscaping and Ma…$29MMorrison Construction Company, Inc. Employee Stock Ownership PlanMorrison Construction Compan…$29MBurnett Companies Consolidated, Inc. Employee Stock Ownership PlanBurnett Companies Consolidat…$29MMiller Enterprises, Inc. ESOP$29M
End-of-year total assets ($M) among Burnett Companies Consolidated, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$29M
Net Income-$2M
Employer EIN760080808
Plan Effective Date2009-12-27
Filing StatusFILING RECEIVED

Sponsor Plan History (The Burnett Companies Consolidated, Inc.)

Sponsor-wide plan assets over time

All The Burnett Companies Consolidated, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 270.7037488550123% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $7.91M $29.3M ▲ +270.4%
Year Plans Participants Total Assets
2022 1 85 $8M
2023 3 707 $70M
2024 1 305 $29M

Nearby ESOP Plans in Texas

Peer ESOP plans, same state, same plan type, ranked by total assets.

Burnett Companies Consolidated, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -50510152025 Total assets ($B) Participants Burnett Companies Consolidated, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.029304528 · Participants: 305Burnett Companies Consolidated, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Burnett Companies Consolidated, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Burnett Companies Consolidated, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Burnett Companies Consolidated, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Morrison Construction Company, Inc. Employee Stock Ownership Plan in IN ($29M); by covered participants it is Ecc Employee Stock Ownership Plan in CA (305 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (305 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 Burnett Companies Consolidated, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Burnett Companies Consolidated, Inc. Employee Stock Ownership Plan pulled back noticeably - down 7.4% during 2023, from $32M to $29M. Reported net income was -$2M.
How have The Burnett Companies Consolidated, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Burnett Companies Consolidated, Inc.'s sponsor-wide assets grew 270.7%, from $8M to $29M.
Where does Burnett Companies Consolidated, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Burnett Companies Consolidated, Inc. Employee Stock Ownership Plan ranks in the 79th 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 ESOP plans are similar in size to Burnett Companies Consolidated, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Morrison Construction Company, Inc. Employee Stock Ownership Plan in IN ($29M, 58 participants).
Which ESOP plans cover a similar participant headcount to Burnett Companies Consolidated, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ecc Employee Stock Ownership Plan in CA (305 participants, $411M 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 760080808.

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.