401(k) · DOL Form 5500 · 2024

Paul Burrell Management, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
429
Participants Below avg headcount
36th
Percentile by assets National rank
$7,885
Avg per participant Low balance/head
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Official DOL plan name: Paul Burrell Management, Inc. 401(k) Plan · Sponsored by Paul Burrell Management, Inc. · Kentucky · Food Services & Accommodation

$3M in assets, 429 participants

Paul Burrell Management, Inc.'s Paul Burrell Management, Inc. 401(k) Plan reported $3M in total assets and 429 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,610 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Paul Burrell Management, Inc. 401(k) Plan ranks #2,610 of 3,672 2024 filers by assets (578% of the sector average)-$3M for 429 participants.

#2,610
in Food Services & Accommodation (3,672 peers)
+33.4%
assets growth YoY

Paul Burrell Management, Inc. 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Paul Burrell Management, Inc. 401(k) Plan vs every filed plan by assets

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

$3,382,542 36th percentile higher than 36% 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

Paul Burrell Management, Inc. 401(k) 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. Paul Burrell Management, Inc. 401(k) Plan sits mid-pack in the medium band (429 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Paul Burrell Management, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Paul Burrell Management, Inc. 401(k) Plan reported participants rose from 372 in the plan year 2023 filing to 429 in the plan year 2024 filing.
  • Paul Burrell Management, Inc. 401(k) Plan reported net income rose from $765K in the plan year 2023 filing to $847K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 262916376 · Paul Burrell Management, Inc. PY 2024 · 401(k)

Paul Burrell Management, Inc. 401(k) Plan · $3M · 429 · 36th

  • EBSA $3M
  • EBSA 429
  • EBSA 36th
  • EBSA 401(k)
  • EBSA near Piper International, Inc. 401(k) Plan
  • EBSA ind #2610

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 Food Services & Accommodation retirement plans → · Plans in Kentucky →

Paul Burrell Management, Inc. 401(k) Plan in the asset neighbourhood

Paul Burrell Management, Inc. 401(k) PlanPaul Burrell Management, Inc…$3MPiper International, Inc. 401(k) PlanPiper International, Inc. 40…$3MCentral Hudson Gas & Electric Corporation Supplemental Retirement PlanCentral Hudson Gas & Electri…$3MCg Business Mangement LLC 401(k) Profit Sharing PlanCg Business Mangement LLC 40…$3MSenior Living Choices of Virginia, Inc. 403(b) PlanSenior Living Choices of Vir…$3M
End-of-year total assets ($M) among Paul Burrell Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$847K
Employer EIN262916376
Plan Effective Date2017-01-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Paul Burrell Management, Inc.)

Sponsor-wide plan assets over time

All Paul Burrell Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 91.111409929873% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M$4M 202220232024 $1.77M $3.38M ▲ +91.0%
Year Plans Participants Total Assets
2022 1 357 $2M
2023 1 372 $3M
2024 1 429 $3M

Nearby 401(k) Plans in Kentucky

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

Paul Burrell Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Paul Burrell Management, Inc. 401(k) Plan, Total assets ($B): 0.003382542 · Participants: 429Paul Burrell Management, Inc. 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Paul Burrell Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Paul Burrell Management, Inc. 401(k) Plan side-by-side with 3 peers →

Paul Burrell Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Piper International, Inc. 401(k) Plan in OK ($3M); by covered participants it is Nederman Holding USA, Inc. 401(k) Plan in NC (429 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (429 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 Paul Burrell Management, Inc. 401(k) Plan assets move in 2024? ▼
Paul Burrell Management, Inc. 401(k) Plan surged - up 33.4% during 2024, from $3M to $3M. Reported net income was $847K.
How have Paul Burrell Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Paul Burrell Management, Inc.'s sponsor-wide assets grew 91.1%, from $2M to $3M.
Which 401(k) plans are similar in size to Paul Burrell Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Piper International, Inc. 401(k) Plan in OK ($3M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Paul Burrell Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nederman Holding USA, Inc. 401(k) Plan in NC (429 participants, N/A 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 262916376.

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.