401(k) · DOL Form 5500 · 2024

Burrus & Matthews, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
59
Participants Small participant base
61st
Percentile by assets National rank
$215,074
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Burrus & Matthews, Inc. Employees Profit Sharing Plan · Sponsored by Burrus & Matthews, Inc. · Texas · Wholesale Trade

$13M in assets, 59 participants

Burrus & Matthews, Inc.'s Burrus & Matthews, Inc. Employees Profit Sharing Plan reported $13M in total assets and 59 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,229 in Wholesale Trade (6,080 peers)

2024 asset change

Burrus & Matthews, Inc. Employees Profit Sharing Plan grew sharply 16.7% in 2024 ($11M → $13M) for 59 participants.

#3,229
in Wholesale Trade (6,080 peers)
+16.7%
assets growth YoY

Burrus & Matthews, Inc. Employees Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Burrus & Matthews, Inc. Employees Profit Sharing Plan vs every filed plan by assets

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

$12,689,367 Top 39% higher than 61% 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

Burrus & Matthews, Inc. Employees Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burrus & Matthews, Inc. Employees Profit Sharing Plan is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Burrus & Matthews, Inc. Employees Profit Sharing Plan reported net income rose from -$948K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Burrus & Matthews, Inc. Employees Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Burrus & Matthews, Inc. Employees Profit Sharing Plan reported participants rose from 57 in the plan year 2023 filing to 59 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 741720472 · Burrus & Matthews, Inc. PY 2024 · 401(k)

Burrus & Matthews, Inc. Employees Profit Sharing Plan · $13M · 59 · 61st

  • PART $13M
  • PART 59
  • PART 61st
  • PART 401(k)
  • PART near Environmental Works, Inc. 401(k) Profit Sharing Plan
  • PART ind #3229

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 Wholesale Trade retirement plans → · Plans in Texas →

Burrus & Matthews, Inc. Employees Profit Sharing Plan in the asset neighbourhood

Burrus & Matthews, Inc. Employees Profit Sharing PlanBurrus & Matthews, Inc. Empl…$13MEnvironmental Works, Inc. 401(k) Profit Sharing PlanEnvironmental Works, Inc. 40…$13MMiller's Ale House, Inc. 401(k) PlanMiller's Ale House, Inc. 401…$13MNcap, Inc. Profit Sharing 401(k) PlanNcap, Inc. Profit Sharing 40…$13MLinc 401(k) Retirement/Savings PlanLinc 401(k) Retirement/Savin…$13M
End-of-year total assets ($M) among Burrus & Matthews, Inc. Employees Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Burrus & Matthews, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Burrus & Matthews, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 7.3651241897399675% vs 2022
2024 filing year
$10M$11M$12M$13M 202220232024 $11.8M $12.7M ▲ +7.4%
Year Plans Participants Total Assets
2022 1 57 $12M
2023 1 57 $11M
2024 1 59 $13M

2024 asset-move particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN741720472
Plan Effective Date1973-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Burrus & Matthews, Inc. Employees Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Burrus & Matthews, Inc. Employees Profit Sharing Plan, Total assets ($B): 0.012689367 · Participants: 59Burrus & Matthews, Inc. Employees Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Burrus & Matthews, Inc. Employees Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Burrus & Matthews, Inc. Employees Profit Sharing Plan side-by-side with 3 peers →

Burrus & Matthews, Inc. Employees Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Environmental Works, Inc. 401(k) Profit Sharing Plan in MO ($13M); by covered participants it is Elite Cuisine, LLC 401(k) Profit Sharing Plan in MO (59 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (59 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 Burrus & Matthews, Inc. Employees Profit Sharing Plan assets move in 2024? ▼
Burrus & Matthews, Inc. Employees Profit Sharing Plan grew sharply - up 16.7% during 2024, from $11M to $13M. Reported net income was $2M.
How have Burrus & Matthews, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burrus & Matthews, Inc.'s sponsor-wide assets grew 7.4%, from $12M to $13M.
Which 401(k) plans are similar in size to Burrus & Matthews, Inc. Employees Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Environmental Works, Inc. 401(k) Profit Sharing Plan in MO ($13M, 306 participants).
Which 401(k) plans cover a similar participant headcount to Burrus & Matthews, Inc. Employees Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Elite Cuisine, LLC 401(k) Profit Sharing Plan in MO (59 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 741720472.

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.