401(k) · DOL Form 5500 · 2024

Burgess & Niple Inc. 401(k) Plan

Data updated 2026-08-25

$132M
Total assets Near avg plan size
528
Participants Below avg headcount
92nd
Percentile by assets National rank
$249,923
Avg per participant Above avg balance/head
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Official DOL plan name: Burgess & Niple Profit Sharing Plan and Trust · Sponsored by Burgess & Niple Inc. · Ohio · Professional & Technical Services

$132M in assets, 528 participants

Burgess & Niple Inc.'s Burgess & Niple Profit Sharing Plan and Trust reported $132M in total assets and 528 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,834 in Professional & Technical Services (20,173 peers)

Where Burgess & Niple Profit Sharing Plan and Trust sits by assets

Burgess & Niple Profit Sharing Plan and Trust sits in the top 10% of all filed plans by assets, $132M for 528 participants (~$249,923/participant), up 8.7% in 2024.

#18,834
in Professional & Technical Services (20,173 peers)
+8.7%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Burgess & Niple Profit Sharing Plan and Trust's outsized position by total assets

Burgess & Niple Profit Sharing Plan and Trust vs every filed plan by assets

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

$131,959,525 Top 8% higher than 92% 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 & Niple Profit Sharing Plan and 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 & Niple Profit Sharing Plan and Trust sits mid-pack in the medium band (528 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Burgess & Niple Profit Sharing Plan and Trust reported net income fell from $17M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Burgess & Niple Profit Sharing Plan and Trust reported participants rose from 446 in the plan year 2023 filing to 528 in the plan year 2024 filing.
  • Burgess & Niple Profit Sharing Plan and Trust end-of-year assets rose from $121M in the plan year 2023 filing to $132M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 310885550 · Burgess & Niple Inc. PY 2024 · 401(k)

Burgess & Niple Profit Sharing Plan and Trust · $132M · 528 · 92nd

  • ASSETS $132M
  • PCT 528
  • EIN 92nd
  • RANK 401(k)
  • PHOTO near Goldberg Kohn Ltd. Individual Account Plan
  • IND ind #18834

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Burgess & Niple Profit Sharing Plan and Trust in the asset neighbourhood

Ginkgo 401(k) Plan$132MPcb Piezotronics and Affiliated Companies Retirement Savings PlanPcb Piezotronics and Affilia…$132MBurgess & Niple Profit Sharing Plan and TrustBurgess & Niple Profit Shari…$132MGoldberg Kohn Ltd. Individual Account PlanGoldberg Kohn Ltd. Individua…$132MViking Group, Inc. Savings and Retirement PlanViking Group, Inc. Savings a…$132M
End-of-year total assets ($M) among Burgess & Niple Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$121M
Net Assets (End of Year)$132M
Net Income$11M
Employer EIN310885550
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burgess & Niple Inc.)

Sponsor-wide plan assets over time

All Burgess & Niple Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$132M 26.4911373113495% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $104M $132M ▲ +26.5%
Year Plans Participants Total Assets
2022 1 399 $104M
2023 1 446 $121M
2024 1 528 $132M

Nearby 401(k) Plans in Ohio

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

Burgess & Niple Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Burgess & Niple Profit Sharing Plan and Trust, Total assets ($B): 0.131959525 · Participants: 528Burgess & Niple Profit Sharing Plan and TrustGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Burgess & Niple Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Burgess & Niple Profit Sharing Plan and Trust side-by-side with 3 peers →

Burgess & Niple Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Goldberg Kohn Ltd. Individual Account Plan in IL ($132M); by covered participants it is University Physicians of Brooklyn, Inc. Incentive Savings Trust in NY (528 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($132M here).

Similar participant headcount

Nearest other-state filings by covered participants (528 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 & Niple Profit Sharing Plan and Trust assets move in 2024? ▼
Burgess & Niple Profit Sharing Plan and Trust grew at a solid clip - up 8.7% during 2024, from $121M to $132M. Reported net income was $11M.
How have Burgess & Niple Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burgess & Niple Inc.'s sponsor-wide assets grew 26.5%, from $104M to $132M.
Where does Burgess & Niple Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Burgess & Niple Profit Sharing Plan and Trust ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Burgess & Niple Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Goldberg Kohn Ltd. Individual Account Plan in IL ($132M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Burgess & Niple Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is University Physicians of Brooklyn, Inc. Incentive Savings Trust in NY (528 participants, $47M 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 310885550.

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.