401(k) · DOL Form 5500 · 2024

Burgess Information Systems Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
273
Participants Below avg headcount
74th
Percentile by assets National rank
$90,912
Avg per participant Below avg balance/head
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Official DOL plan name: Burgess Information Systems Inc. Employees Savings Trust · Sponsored by Burgess Information Systems Inc. · Georgia · Information & Media

$25M in assets, 273 participants

Burgess Information Systems Inc.'s Burgess Information Systems Inc. Employees Savings Trust reported $25M in total assets and 273 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #1,838 in Information & Media (2,822 peers)

Coverage in Georgia

Burgess Information Systems Inc. Employees Savings Trust covers 273 participants in Georgia, about 25% of the average Georgia filer (state average ~1,096 per filing). Assets: $25M.

#1,838
in Information & Media (2,822 peers)
+10.0%
assets growth YoY

Burgess Information Systems Inc. Employees Savings Trust's outsized position by total assets

Burgess Information Systems Inc. Employees Savings Trust vs every filed plan by assets

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

$24,819,069 Top 26% higher than 74% 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

Burgess Information Systems Inc. Employees Savings Trust 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. Burgess Information Systems Inc. Employees Savings Trust sits mid-pack in the medium band (273 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Burgess Information Systems Inc. Employees Savings Trust end-of-year assets rose from $23M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Burgess Information Systems Inc. Employees Savings Trust reported participants rose from 265 in the plan year 2023 filing to 273 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 581966314 · Burgess Information Systems Inc. PY 2024 · 401(k)

Burgess Information Systems Inc. Employees Savings Trust · $25M · 273 · 74th

  • VS-ST $25M
  • BOY 273
  • SCH 74th
  • EBSA 401(k)
  • PART near Fieldwork, Inc. 401(k) and Profit Sharing Plan
  • TYPE ind #1838

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 Information & Media retirement plans → · Plans in Georgia →

Burgess Information Systems Inc. Employees Savings Trust in the asset neighbourhood

Burgess Information Systems Inc. Employees Savings TrustBurgess Information Systems …$25MFieldwork, Inc. 401(k) and Profit Sharing PlanFieldwork, Inc. 401(k) and P…$25MDarktrace Inc 401(k) Profit Sharing Plan & TrustDarktrace Inc 401(k) Profit …$25MReh Holdings, Inc. Profit Sharing PlanReh Holdings, Inc. Profit Sh…$25MClean Air Engineering 401(k) PlanClean Air Engineering 401(k)…$25M
End-of-year total assets ($M) among Burgess Information Systems Inc. Employees Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$25M
Net Income$2M
Employer EIN581966314
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burgess Information Systems Inc.)

Sponsor-wide plan assets over time

All Burgess Information Systems Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 104.26731413549093% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $12.2M $24.8M ▲ +104.3%
Year Plans Participants Total Assets
2022 1 194 $12M
2023 1 265 $23M
2024 1 273 $25M

Nearby 401(k) Plans in Georgia

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

Burgess Information Systems Inc. Employees Savings Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Burgess Information Systems Inc. Employees Savings Trust, Total assets ($B): 0.024819069 · Participants: 273Burgess Information Systems Inc. Employees Savings TrustThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Burgess Information Systems Inc. Employees Savings Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Burgess Information Systems Inc. Employees Savings Trust side-by-side with 3 peers →

Burgess Information Systems Inc. Employees Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Fieldwork, Inc. 401(k) and Profit Sharing Plan in IL ($25M); by covered participants it is Preferred Beef Group, LP 401(k) Plan in TX (273 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (273 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 Burgess Information Systems Inc. Employees Savings Trust assets move in 2024? ▼
Burgess Information Systems Inc. Employees Savings Trust grew at a solid clip - up 10.0% during 2024, from $23M to $25M. Reported net income was $2M.
How have Burgess Information Systems Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burgess Information Systems Inc.'s sponsor-wide assets grew 104.3%, from $12M to $25M.
Which 401(k) plans are similar in size to Burgess Information Systems Inc. Employees Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Fieldwork, Inc. 401(k) and Profit Sharing Plan in IL ($25M, 297 participants).
Which 401(k) plans cover a similar participant headcount to Burgess Information Systems Inc. Employees Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Preferred Beef Group, LP 401(k) Plan in TX (273 participants, $1M 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 581966314.

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.