401(k) · DOL Form 5500 · 2024

Burton + Burton 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
238
Participants Below avg headcount
85th
Percentile by assets National rank
$229,571
Avg per participant Above avg balance/head
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Official DOL plan name: Burton + Burton Profit Sharing & 401(k) Plan · Sponsored by Burton + Burton · Georgia · Construction

$55M in assets, 238 participants

Burton + Burton's Burton + Burton Profit Sharing & 401(k) Plan reported $55M in total assets and 238 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,535 in Construction (9,039 peers)

Coverage in Georgia

Burton + Burton Profit Sharing & 401(k) Plan covers 238 participants in Georgia, about 22% of the average Georgia filer (state average ~1,096 per filing). Assets: $55M.

#7,535
in Construction (9,039 peers)
+3.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Burton + Burton Profit Sharing & 401(k) Plan's outsized position by total assets

Burton + Burton Profit Sharing & 401(k) Plan vs every filed plan by assets

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

$54,637,823 Top 15% higher than 85% 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

Burton + Burton Profit Sharing & 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. Burton + Burton Profit Sharing & 401(k) Plan sits mid-pack in the medium band (238 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Burton + Burton Profit Sharing & 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Burton + Burton Profit Sharing & 401(k) Plan end-of-year assets rose from $53M in the plan year 2023 filing to $55M in the plan year 2024 filing.
  • Burton + Burton Profit Sharing & 401(k) Plan reported participants rose from 235 in the plan year 2023 filing to 238 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 580811291 · Burton + Burton PY 2024 · 401(k)

Burton + Burton Profit Sharing & 401(k) Plan · $55M · 238 · 85th

  • BOY $55M
  • BOY 238
  • BOY 85th
  • BOY 401(k)
  • BOY near Doncasters, Inc. Employee Savings Plan
  • BOY ind #7535

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 Georgia →

Burton + Burton Profit Sharing & 401(k) Plan in the asset neighbourhood

Burton + Burton Profit Sharing & 401(k) PlanBurton + Burton Profit Shari…$55MDoncasters, Inc. Employee Savings PlanDoncasters, Inc. Employee Sa…$55MPhynet Dermatology, LLC 401(k) PlanPhynet Dermatology, LLC 401(…$55MKin and Carta 401(k) Plan$55MThe Eastern, Velvac & Big 3 401(k) PlanThe Eastern, Velvac & Big 3 …$55M
End-of-year total assets ($M) among Burton + Burton Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$55M
Net Income$2M
Employer EIN580811291
Plan Effective Date1972-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burton + Burton)

Sponsor-wide plan assets over time

All Burton + Burton plans reported in each filing year

Latest sponsor-wide plan assets
$55M 23.670997051809508% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $44.2M $54.6M ▲ +23.7%
Year Plans Participants Total Assets
2022 1 228 $44M
2023 1 235 $53M
2024 1 238 $55M

Nearby 401(k) Plans in Georgia

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

Burton + Burton Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Burton + Burton Profit Sharing & 401(k) Plan, Total assets ($B): 0.054637823 · Participants: 238Burton + Burton Profit Sharing & 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Burton + Burton Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

Burton + Burton Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Doncasters, Inc. Employee Savings Plan in CT ($55M); by covered participants it is Prevailing Multiple Employer Plan in PA (238 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($55M here).

Similar participant headcount

Nearest other-state filings by covered participants (238 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 Burton + Burton Profit Sharing & 401(k) Plan assets move in 2024?
Burton + Burton Profit Sharing & 401(k) Plan edged up modestly - up 3.7% during 2024, from $53M to $55M. Reported net income was $2M.
How have Burton + Burton plan assets changed over time?
Across 3 plan years on file (2022-2024), Burton + Burton's sponsor-wide assets grew 23.7%, from $44M to $55M.
Where does Burton + Burton Profit Sharing & 401(k) Plan rank by assets among Form 5500 filers?
Burton + Burton Profit Sharing & 401(k) Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Burton + Burton Profit Sharing & 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Doncasters, Inc. Employee Savings Plan in CT ($55M, 611 participants).
Which 401(k) plans cover a similar participant headcount to Burton + Burton Profit Sharing & 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Prevailing Multiple Employer Plan in PA (238 participants, N/A in assets).