Profit Sharing · DOL Form 5500 · 2024
Burgess Health Center Profit Sharing Plan
Data updated 2026-07-24
- $16M
- Total assets
- 272
- Participants
- 65th
- Percentile by assets
- $57,771
- Avg per participant
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.
- 65th percentile by assets (of 116,472 plans)
Coverage in Iowa
Burgess Health Center 403(b) Plan covers 272 participants in Iowa, about 43% of the average Iowa filer (state average ~632 per filing). Assets: $16M.
- $16M
- total plan assets (2024 EOY)
- 272
- covered participants
- 65th
- percentile by assets (of 116,472 plans)
- $57,771
- avg assets per participant
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.
Participants vs Iowa filers
In Iowa, the average filing covers about 632 participants across 1,162 plans. Burgess Health Center 403(b) Plan reports 272 participants - about 43% of that state average ($16M EOY assets).
Iowa filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $391K |
| Employer EIN | 420859940 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Burgess Health Center)
| 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
- Dordt University Defined Contribution Retirement Plan $61M · 322
- Medtec LLC 401(k) Retirement Plan $30M · 279
- Newton Clinic, P.C. Profit Sharing Plan $17M · 43
- Peterson Genetics, Inc. Profit Sharing Plan $15M · 23
- Mahaska Bottling Company 401(k) Plan $15M · 262
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Burgess Health Center 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Burgess Health Center 403(b) Plan assets move in 2024? ▼
How have Burgess Health Center plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Burgess Health Center 403(b) Plan? ▼
Next read for Burgess Health Center 403(b) Plan
Filing takeaways
Ways to act on Burgess Health Center 403(b) Plan's numbers.
- By total assets, Burgess Health Center 403(b) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Iowa. Compare plans
- Burgess Health Center's sponsor-wide assets have grown 15.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans
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.