401(k) · DOL Form 5500 · 2023

Burg Simpson Eldredge Hersh & Jardine, P.C. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
146
Participants Small participant base
73rd
Percentile by assets National rank
$143,071
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan · Sponsored by Burg Simpson Eldredge Hersh & Jardine, P.C. · Colorado · Professional & Technical Services

$21M in assets, 146 participants

Burg Simpson Eldredge Hersh & Jardine, P.C.'s Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan reported $21M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,912 in Professional & Technical Services (20,321 peers)

Coverage in Colorado

Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan covers 146 participants in Colorado, about 39% of the average Colorado filer (state average ~376 per filing). Assets: $21M.

#14,912
in Professional & Technical Services (20,321 peers)
+15.5%
assets growth YoY

Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan's outsized position by total assets

Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$20,888,386 Top 27% higher than 73% of 127,068 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 2023

Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan sits mid-pack in the medium band (146 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan reported participants fell from 160 in the plan year 2022 filing to 146 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 840832595 · Burg Simpson Eldredge Hersh & Jardine, P.C. PY 2023 · 401(k)

Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan · $21M · 146 · 73rd

  • TYPE $21M
  • TYPE 146
  • TYPE 73rd
  • TYPE 401(k)
  • TYPE near The Equity Technology Group 401(k) Plan
  • TYPE ind #14912

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 Colorado →

Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan in the asset neighbourhood

Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing PlanBurg Simpson Eldredge Hersh …$21MThe Equity Technology Group 401(k) PlanThe Equity Technology Group …$21MSerrala US Corporation 401(k) PlanSerrala US Corporation 401(k…$21MHerregan Distributors, Inc. Employee Profit Sharing - 401(k) PlanHerregan Distributors, Inc. …$21MHealth Help, Inc. Profit Sharing Plan and TrustHealth Help, Inc. Profit Sha…$21M
End-of-year total assets ($M) among Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN840832595
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burg Simpson Eldredge Hersh & Jardine, P.C.)

Sponsor-wide plan assets over time

All Burg Simpson Eldredge Hersh & Jardine, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 18.306566578658906% vs 2022
2024 filing year
$17M$18M$19M$20M$21M$22M 202220232024 $18.1M $21.4M ▲ +18.3%
Year Plans Participants Total Assets
2022 1 160 $18M
2023 1 146 $21M
2024 1 149 $21M

Nearby 401(k) Plans in Colorado

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

Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan, Total assets ($B): 0.020888386 · Participants: 146Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan side-by-side with 3 peers →

Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is The Equity Technology Group 401(k) Plan in OH ($21M); by covered participants it is All City Management Services, Inc. 401(k) Plan in CA (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan assets move in 2023? ▼
Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan grew sharply - up 15.5% during 2023, from $18M to $21M. Reported net income was $3M.
How have Burg Simpson Eldredge Hersh & Jardine, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burg Simpson Eldredge Hersh & Jardine, P.C.'s sponsor-wide assets grew 18.3%, from $18M to $21M.
Which 401(k) plans are similar in size to Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Equity Technology Group 401(k) Plan in OH ($21M, 169 participants).
Which 401(k) plans cover a similar participant headcount to Burg Simpson Eldredge Hersh & Jardine, P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is All City Management Services, Inc. 401(k) Plan in CA (146 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 840832595.

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.