Profit Sharing · DOL Form 5500 · 2024
Burris Hennessy & Co Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
Official DOL plan name: Burris Hennessy & Co Profit Sharing Plan & Trust Agreement · Sponsored by Burris Hennessy & Co · Arizona · Real Estate
$3M in assets, 2 participants
Burris Hennessy & Co's Burris Hennessy & Co Profit Sharing Plan & Trust Agreement reported $3M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.
- #2,366 in Real Estate (4,605 peers)
Burris Hennessy & Co multi-year trail
Burris Hennessy & Co's plans moved -40.2% in assets from 2022 to 2024; this filing shows Burris Hennessy & Co Profit Sharing Plan & Trust Agreement at $3M / 2 participants.
- #2,366
- in Real Estate (4,605 peers)
- +2.1%
- assets growth YoY
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement among the smaller filed plans by assets
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,517,217 32nd percentile higher than 32% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burris Hennessy & Co Profit Sharing Plan & Trust Agreement is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Burris Hennessy & Co Profit Sharing Plan & Trust Agreement reported net income rose from $46K in the plan year 2023 filing to $52K in the plan year 2024 filing.
- Burris Hennessy & Co Profit Sharing Plan & Trust Agreement end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
DOL schedule card
Filing strip 860635592 · Burris Hennessy & Co PY 2024 · Profit Sharing
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement · $3M · 2 · 32nd
- VS-ST $3M
- BOY 2
- SCH 32nd
- EBSA Profit Sharing
- PART near Jeffrey S. Kezis, M.D., P.C. Profit Sharing Plan
- TYPE ind #2366
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 Real Estate retirement plans → · Plans in Arizona →
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement in the asset neighbourhood
Burris Hennessy & Co multi-year asset trail
Sponsor-wide plan assets over time
All Burris Hennessy & Co plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 40.170592994501966% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4 | $4M |
| 2023 | 1 | 2 | $2M |
| 2024 | 1 | 2 | $3M |
Burris Hennessy & Co filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $52K |
| Employer EIN | 860635592 |
| Plan Effective Date | 1990-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Arizona
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Preferred Employer Plan II $76M · 415
- Kitchell Affiliates Employees' Profit Sharing Plan $66M · 557
- Food & Beverage Workers Union Local 23 & Employers Pension Plan $50M · 5,107
- M R Sheet Metal Mfg Inc Profit Sharing Plan Trust $49M · 25
- Center for Biological Diversity 403(b) DC Plan $34M · 187
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement's out-of-state Profit Sharing peers by assets and headcount
Outside Arizona, the nearest Profit Sharing by assets is Jeffrey S. Kezis, M.D., P.C. Profit Sharing Plan in NY ($3M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.