401(k) · DOL Form 5500 · 2023
Burrell Roofing Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $793K
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $79,341
- Avg per participant Below avg balance/head
Official DOL plan name: Burrell Roofing Company, Inc. Profit Sharing 401(k) Plan · Sponsored by Burrell Roofing Company, Inc. · Vermont · Construction
$793K in assets, 10 participants
Burrell Roofing Company, Inc.'s Burrell Roofing Company, Inc. Profit Sharing 401(k) Plan reported $793K in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.
- #1,798 in Construction (9,030 peers)
What the 2023 filing shows
Burrell Roofing Company, Inc. Profit Sharing 401(k) Plan holds $793K for 10 participants - about $79,341 per participant, among the smaller plans by assets on file.
- #1,798
- in Construction (9,030 peers)
- -5.8%
- assets change YoY
The plan reported a net loss of $49K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Burrell Roofing Company, Inc. Profit Sharing 401(k) Plan among the smaller filed plans by assets
Burrell Roofing Company, Inc. Profit Sharing 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$793,405 22nd percentile higher than 22% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Burrell Roofing Company, Inc. Profit Sharing 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burrell Roofing Company, Inc. Profit Sharing 401(k) Plan is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Burrell Roofing Company, Inc. Profit Sharing 401(k) Plan reported net income rose from -$158K in the plan year 2022 filing to -$49K in the plan year 2023 filing.
- Burrell Roofing Company, Inc. Profit Sharing 401(k) Plan reported participants rose from 7 in the plan year 2022 filing to 10 in the plan year 2023 filing.
- Burrell Roofing Company, Inc. Profit Sharing 401(k) Plan end-of-year assets fell from $843K in the plan year 2022 filing to $793K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 030213615 · Burrell Roofing Company, Inc. PY 2023 · 401(k)
Burrell Roofing Company, Inc. Profit Sharing 401(k) Plan · $793K · 10 · 22nd
- EOY $793K
- 5500 10
- ASSETS 22nd
- PCT 401(k)
- EIN near Setco Automotive, N.a., Inc. Salary 401(k) Plan
- RANK ind #1798
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 Construction retirement plans → · Plans in Vermont →
Burrell Roofing Company, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $843K |
|---|---|
| Net Assets (End of Year) | $793K |
| Net Income | -$49K |
| Employer EIN | 030213615 |
| Plan Effective Date | 1989-09-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Burrell Roofing Company, Inc.)
Sponsor-wide plan assets over time
All Burrell Roofing Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $843K |
| 2023 | 1 | 10 | $793K |
| 2024 | 1 | 14 | N/A |
Nearby 401(k) Plans in Vermont
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The University of Vermont Medical Center 403(b) Plan $2.0B · 11,162
- National Life Group 401(k) Plan $298M · 1,219
- Green Mountain Power Corporation Employee Savings and Investment Plan and Trust $220M · 519
- Husky Retirement Savings $153M · 551
- Incentive Retirement Plan for Employees of PC Construction Company $136M · 442
Burrell Roofing Company, Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Vermont, the nearest 401(k) by assets is Setco Automotive, N.a., Inc. Salary 401(k) Plan in TN ($793K); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($793K here).
- Setco Automotive, N.a., Inc. Salary 401(k) Plan (TN) $793K · 15
- All His Corp. 401(k) Plan (ID) $793K · 2
- Blufox Mobile 401(k) Plan (NY) $793K · 319
- Mgn Tax & Advisory Group 401(k) Plan (OR) $793K · 4
Similar participant headcount
Nearest other-state filings by covered participants (10 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.