401(k) · DOL Form 5500 · 2024

Burgess Information Systems Inc. 401(k) Plan

Data updated 2026-08-11

$25M
Total assets
273
Participants
74th
Percentile by assets
$90,912
Avg per participant
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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.

  • 74th percentile by assets (of 123,622 plans)
  • #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.

$25M
total plan assets (2024 EOY)
273
covered participants
74th
percentile by assets (of 123,622 plans)
$90,912
avg assets per participant

Where Burgess Information Systems Inc. Employees Savings Trust sits 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 $2,010,000,000 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

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 →

State

Participants vs Georgia filers

In Georgia, the average filing covers about 1,096 participants across 3,635 plans. Burgess Information Systems Inc. Employees Savings Trust reports 273 participants - about 25% of that state average ($25M EOY assets).

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.)

$10M$15M$20M$25M$30M 202220232024 $12.2M $24.8M ▲ +104.3%
Total plan assets by year, all Burgess Information Systems Inc. plans on file
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

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 …The Teamster - UPS N…Delta 401(k) Retirem…Delta 401(k) Retirem…UPS 401(k) Savings P…The Home Depot Futur…
Burgess Information Systems Inc. Employees Savings Trust vs. nearby 401(k) plans in Georgia, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Burgess Information Systems Inc. Employees Savings Trust by total assets, not by location.

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).

Next read for Burgess Information Systems Inc. Employe…

Filing takeaways

Ways to act on Burgess Information Systems Inc. Employees Savings Trust's numbers.