401(k) · DOL Form 5500 · 2024

Burg Simpson Eldredge Hersh & Jardine, P.C. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
149
Participants Small participant base
72nd
Percentile by assets National rank
$143,654
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan · Sponsored by Burg Simpson Eldredge Hersh & Jardine, P.C. · Colorado · Professional & Technical Services

$21M in assets, 149 participants

Burg Simpson Eldredge Hersh & Jardine, P.C.'s Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan reported $21M in total assets and 149 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,309 in Professional & Technical Services (20,173 peers)

Coverage in Colorado

Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan covers 149 participants in Colorado, about 40% of the average Colorado filer (state average ~376 per filing). Assets: $21M.

#14,309
in Professional & Technical Services (20,173 peers)
+2.5%
assets growth YoY

Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan's outsized position by total assets

Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan vs every filed plan by assets

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

$21,404,431 Top 28% higher than 72% 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

Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing 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. Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $516K in the plan year 2024 filing.
  • Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan end-of-year assets rose from $21M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan reported participants rose from 146 in the plan year 2023 filing to 149 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 840832595 · Burg Simpson Eldredge Hersh & Jardine, P.C. PY 2024 · 401(k)

Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan · $21M · 149 · 72nd

  • PART $21M
  • PART 149
  • PART 72nd
  • PART 401(k)
  • PART near Waterford Bank Retirement Savings Plan
  • PART ind #14309

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 Colorado →

Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan in the asset neighbourhood

Three Rose III Corp. Pension PlanThree Rose III Corp. Pension…$21MBurg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing PlanBurg Simpson Eldredge Hersh …$21MWaterford Bank Retirement Savings PlanWaterford Bank Retirement Sa…$21MSmart Financial Credit Union 401(k) PlanSmart Financial Credit Union…$21MAnoplate Corporation Employees' Deferred Savings and Profit Sharing Plan and TrustAnoplate Corporation Employe…$21M
End-of-year total assets ($M) among Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$21M
Net Income$516K
Employer EIN840832595
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burg Simpson Eldredge Hersh & Jardine, P.C.)

Sponsor-wide plan assets over time

All Burg Simpson Eldredge Hersh & Jardine, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 18.306566578658906% vs 2022
2024 filing year
$17M$18M$19M$20M$21M$22M 202220232024 $18.1M $21.4M ▲ +18.3%
Year Plans Participants Total Assets
2022 1 160 $18M
2023 1 146 $21M
2024 1 149 $21M

Nearby 401(k) Plans in Colorado

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

Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan, Total assets ($B): 0.021404431 · Participants: 149Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan side-by-side with 3 peers →

Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Waterford Bank Retirement Savings Plan in OH ($21M); by covered participants it is Tier1 Integrity, LLC 401(k) Plan in TX (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan assets move in 2024? ▼
Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan edged up modestly - up 2.5% during 2024, from $21M to $21M. Reported net income was $516K.
How have Burg Simpson Eldredge Hersh & Jardine, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burg Simpson Eldredge Hersh & Jardine, P.C.'s sponsor-wide assets grew 18.3%, from $18M to $21M.
Which 401(k) plans are similar in size to Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Waterford Bank Retirement Savings Plan in OH ($21M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tier1 Integrity, LLC 401(k) Plan in TX (149 participants, $646K 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 840832595.

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.