401(k) · DOL Form 5500 · 2024

Burnham Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
436
Participants Below avg headcount
87th
Percentile by assets National rank
$153,722
Avg per participant Above avg balance/head
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Official DOL plan name: Burnham Holdings, Inc. Savings Plan a · Sponsored by Burnham Holdings, Inc. · Pennsylvania · Management of Enterprises

$67M in assets, 436 participants

Burnham Holdings, Inc.'s Burnham Holdings, Inc. Savings Plan a reported $67M in total assets and 436 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #811 in Management of Enterprises (1,133 peers)

Where Burnham Holdings, Inc. Savings Plan a sits by assets

Burnham Holdings, Inc. Savings Plan a sits in the top quartile of all filed plans by assets, $67M for 436 participants (~$153,722/participant), up 9.7% in 2024.

#811
in Management of Enterprises (1,133 peers)
+9.7%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Burnham Holdings, Inc. Savings Plan a's outsized position by total assets

Burnham Holdings, Inc. Savings Plan a vs every filed plan by assets

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

$67,022,938 Top 13% higher than 87% 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

Burnham Holdings, Inc. Savings Plan a 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. Burnham Holdings, Inc. Savings Plan a sits mid-pack in the medium band (436 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Burnham Holdings, Inc. Savings Plan a reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Burnham Holdings, Inc. Savings Plan a end-of-year assets rose from $61M in the plan year 2023 filing to $67M in the plan year 2024 filing.
  • Burnham Holdings, Inc. Savings Plan a reported participants fell from 462 in the plan year 2023 filing to 436 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 421561863 · Burnham Holdings, Inc. PY 2024 · 401(k)

Burnham Holdings, Inc. Savings Plan a · $67M · 436 · 87th

  • BOY $67M
  • SCH 436
  • EBSA 87th
  • PART 401(k)
  • TYPE near Cottage Health 403(b) Retirement Savings Plan
  • NET ind #811

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 Management of Enterprises retirement plans → · Plans in Pennsylvania →

Burnham Holdings, Inc. Savings Plan a in the asset neighbourhood

Cadrex 401(k) Savings & Retirement PlanCadrex 401(k) Savings & Reti…$67MCottage Health 403(b) Retirement Savings PlanCottage Health 403(b) Retire…$67MTecumseh Products Company Retirement Savings PlanTecumseh Products Company Re…$67MBurnham Holdings, Inc. Savings Plan aBurnham Holdings, Inc. Savin…$67MCanvas Credit Union Savings PlanCanvas Credit Union Savings …$67M
End-of-year total assets ($M) among Burnham Holdings, Inc. Savings Plan a and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$67M
Net Income$6M
Employer EIN421561863
Plan Effective Date1973-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burnham Holdings, Inc.)

Sponsor-wide plan assets over time

All Burnham Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$81M 58.19634164395092% vs 2022
2024 filing year
$50M$100M$150M$200M$250M 202220232024 $193M $80.6M ▼ -58.2%
Year Plans Participants Total Assets
2022 3 989 $193M
2023 3 1,055 $206M
2024 2 823 $81M

Nearby 401(k) Plans in Pennsylvania

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

Burnham Holdings, Inc. Savings Plan a vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Burnham Holdings, Inc. Savings Plan a, Total assets ($B): 0.067022938 · Participants: 436Burnham Holdings, Inc. Savings Plan aComcast 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
Burnham Holdings, Inc. Savings Plan a vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Burnham Holdings, Inc. Savings Plan a side-by-side with 3 peers →

Burnham Holdings, Inc. Savings Plan a's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Cottage Health 403(b) Retirement Savings Plan in CA ($67M); by covered participants it is Omega Engineering 401(k) Plan in CT (436 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($67M here).

Similar participant headcount

Nearest other-state filings by covered participants (436 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 Burnham Holdings, Inc. Savings Plan a assets move in 2024? ▼
Burnham Holdings, Inc. Savings Plan a grew at a solid clip - up 9.7% during 2024, from $61M to $67M. Reported net income was $6M.
How have Burnham Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burnham Holdings, Inc.'s sponsor-wide assets declined 58.2%, from $193M to $81M.
Where does Burnham Holdings, Inc. Savings Plan a rank by assets among Form 5500 filers? ▼
Burnham Holdings, Inc. Savings Plan a ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Burnham Holdings, Inc. Savings Plan a? ▼
Among 401(k) plans in other states, the closest by assets is Cottage Health 403(b) Retirement Savings Plan in CA ($67M, 2,102 participants).
Which 401(k) plans cover a similar participant headcount to Burnham Holdings, Inc. Savings Plan a? ▼
Among 401(k) plans in other states, the closest by covered participants is Omega Engineering 401(k) Plan in CT (436 participants, N/A 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 421561863.

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.