Profit Sharing · DOL Form 5500 · 2024

Burgess Health Center Profit Sharing Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
272
Participants Below avg headcount
65th
Percentile by assets National rank
$57,771
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Burgess Health Center 403(b) Plan · Sponsored by Burgess Health Center · Iowa · Healthcare & Social Assistance

$16M in assets, 272 participants

Burgess Health Center's Burgess Health Center 403(b) Plan reported $16M in total assets and 272 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #11,912 in Healthcare & Social Assistance (16,916 peers)

Coverage in Iowa

Burgess Health Center 403(b) Plan covers 272 participants in Iowa, about 45% of the average Iowa filer (state average ~609 per filing). Assets: $16M.

#11,912
in Healthcare & Social Assistance (16,916 peers)
+2.6%
assets growth YoY

Burgess Health Center 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Burgess Health Center 403(b) Plan vs every filed plan by assets

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

$15,713,773 Top 35% higher than 65% 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 Health Center 403(b) 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. Burgess Health Center 403(b) Plan sits mid-pack in the medium band (272 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Burgess Health Center 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to $391K in the plan year 2024 filing.
  • Burgess Health Center 403(b) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Burgess Health Center 403(b) Plan reported participants fell from 277 in the plan year 2023 filing to 272 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 420859940 · Burgess Health Center PY 2024 · Profit Sharing

Burgess Health Center 403(b) Plan · $16M · 272 · 65th

  • EOY $16M
  • EOY 272
  • EOY 65th
  • EOY Profit Sharing
  • EOY near Nypro Inc. Defined Contribution Plan
  • EOY ind #11912

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 Healthcare & Social Assistance retirement plans → · Plans in Iowa →

Burgess Health Center 403(b) Plan in the asset neighbourhood

Tomson's Scrap Metal Profit Sharing PlanTomson's Scrap Metal Profit …$16MNypro Inc. Defined Contribution PlanNypro Inc. Defined Contribut…$16MBurgess Health Center 403(b) PlanBurgess Health Center 403(b)…$16MValley Home Care, Inc. Defined Contribution Pension PlanValley Home Care, Inc. Defin…$16MCalifornia Horse Racing Board Defined Contribution Retirement Plan for California Licensed JockeysCalifornia Horse Racing Boar…$16M
End-of-year total assets ($M) among Burgess Health Center 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$391K
Employer EIN420859940
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burgess Health Center)

Sponsor-wide plan assets over time

All Burgess Health Center plans reported in each filing year

Latest sponsor-wide plan assets
$16M 15.35575033671607% vs 2022
2024 filing year
$13M$14M$15M$16M 202220232024 $13.6M $15.7M ▲ +15.3%
Year Plans Participants Total Assets
2022 1 275 $14M
2023 1 277 $15M
2024 1 272 $16M

Nearby Profit Sharing Plans in Iowa

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

Burgess Health Center 403(b) Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants Scatter plot of 6 data points. -1000100200300400 020406080 Total assets ($M) Participants Burgess Health Center 403(b) Plan, Total assets ($M): 15.713773 · Participants: 272Burgess Health Center 403(b) PlanDordt University Defined Contribution Retirement Plan, Total assets ($M): 61.231281 · Participants: 322Dordt University Defined Contribution Retirement PlanMedtec LLC 401(k) Retirement Plan, Total assets ($M): 30.470084 · Participants: 279Medtec LLC 401(k) Retirement PlanLiberty Pattern Company Profit Sharing Plan, Total assets ($M): 26.345653 · Participants: 12Liberty Pattern Company Profit Sharing PlanNewton Clinic, P.C. Profit Sharing Plan, Total assets ($M): 16.515891 · Participants: 43Newton Clinic, P.C. Profit Sharing PlanHwh Corporation Employees' Profit Sharing Plan and Trust, Total assets ($M): 15.480277 · Participants: 70Hwh Corporation Employees' Profit Sharing Plan and Trust
Burgess Health Center 403(b) Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants
Compare Burgess Health Center 403(b) Plan side-by-side with 3 peers →

Burgess Health Center 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Iowa, the nearest Profit Sharing by assets is Nypro Inc. Defined Contribution Plan in MA ($16M); by covered participants it is Legal Aid Services of Oklahoma, Inc. Defined Contribution Pension Plan in OK (272 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (272 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 Health Center 403(b) Plan assets move in 2024? ▼
Burgess Health Center 403(b) Plan edged up modestly - up 2.6% during 2024, from $15M to $16M. Reported net income was $391K.
How have Burgess Health Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burgess Health Center's sponsor-wide assets grew 15.4%, from $14M to $16M.
Which Profit Sharing plans are similar in size to Burgess Health Center 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Nypro Inc. Defined Contribution Plan in MA ($16M, 87 participants).
Which Profit Sharing plans cover a similar participant headcount to Burgess Health Center 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Legal Aid Services of Oklahoma, Inc. Defined Contribution Pension Plan in OK (272 participants, $7M 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 420859940.

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.