Burns & Mcdonnell 401(k) and pension plans

Burns & Mcdonnell Inc., Kansas City, MO. EIN 43-1393692. Annual reports 2009–2024. Also filed as Burns & Mcdonnell, Inc; Burns & Mcdonnell, Inc.; Burns & Mcdonell, Inc.

Burns & Mcdonnell Inc. has 2 active retirement plans on file. The largest is the Burns & Mcdonnell, Inc. 401(k) Savings Plan, with 12,209 participants and $2.1 billion in assets in 2024. Principal has been its recordkeeper since 2009.

Active plans: 2
Participants: 24,204
Plan assets: $7.5 billion
401(k) recordkeeper: Principal
Plans on file: 3
Industry: Professional services

All 3 plans

Active plans first

Burns & Mcdonnell, Inc. 401(k) Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 43-1393692
Participants (2024): 12,209
Net assets (2024): $2.1 billion
Recordkeeper: Principal2009–2024
Plan administrator: Retirement Plan Committee
9400 Ward Parkway
Kansas City, MO 64114
(816) 333-9400As filed for 2024
In effect since: April 1, 1986

Plans merged into this one: Ref-Chem Retirement Plan (2023).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	12,209	$2.1 billion	Principal
2023	11,673	$1.7 billion	Principal
2022	9,833	$1.3 billion	Principal
2021	8,447	$1.5 billion	Principal
2020	7,508	$1.2 billion	Principal
2019	7,349	$992 million	Principal
2018	6,660	$749 million	Principal
2017	6,118	$750 million	Principal
2016	5,773	$611 million	Principal
2015	5,513	$522 million	Principal
2014	5,176	$480 million	Principal
2013	4,539	$421 million	Principal
2012	3,992	$329 million	Principal
2011	3,679	$266 million	Principal
2010	3,437	$243 million	Principal
2009	3,552	$200 million	Principal

Burns & Mcdonnell, Inc. Employee Stock Ownership Plan

Employee stock ownership plan (ESOP)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 43-1393692
Participants (2024): 11,995
Net assets (2024): $5.5 billion
Recordkeeper: Principal2009–2024
Plan administrator: Retirement Plan Committee
9400 Ward Pkwy
Kansas City, MO 64114
(816) 333-9400As filed for 2024
In effect since: December 23, 1985

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	11,995	$5.5 billion	Principal
2023	11,210	$4.7 billion	Principal
2022	9,934	$4.0 billion	Principal
2021	8,659	$3.7 billion	Principal
2020	8,199	$3.4 billion	Principal
2019	8,247	$3.0 billion	Principal
2018	7,156	$2.6 billion	Principal
2017	6,490	$2.4 billion	Principal
2016	6,143	$2.1 billion	Principal
2015	5,653	$1.9 billion	Principal
2014	4,334	$1.7 billion	Principal
2013	4,451	$1.5 billion	not listed
2012	3,741	$1.2 billion	not listed
2011	3,573	$1.0 billion	not listed
2010	3,328	$919 million	not listed
2009	3,189	$823 million	Principal

Burns & Mcdonnell Inc Noncontributory Pension Plan

Pension (defined benefit), frozenClosed

Closed. The plan filed its final annual report for 2023, which means its assets were paid out or moved and it no longer exists.

Plan number: 003Employer EIN 43-1393692
Participants (2022): 97
Net assets (2022): $2.6 million
Last listed administrator: The Commerce Trust2009
Plan administrator: Burns & Mcdonnell, Inc. Retirement Plan Committee
9400 Ward Parkway
Kansas City, MO 64114
(816) 333-9400As filed for 2023
In effect since: January 1, 1986

Earlier sponsor: Burns & Mcdonell, Inc. (2021).

Earlier plan names: Burns & Mcdonnell Inc. Noncontributory Pension Plan.

Year by year, 2009 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	0	$0	not listed
2022	97	$2.6 million	not listed
2021	102	$3.2 million	not listed
2020	158	$6.4 million	not listed
2019	161	$5.9 million	not listed
2018	321	$11.0 million	not listed
2017	335	$12.4 million	not listed
2016	351	$13.0 million	not listed
2015	370	$13.8 million	not listed
2014	387	$15.2 million	not listed
2013	390	$15.3 million	not listed
2012	399	$17.3 million	not listed
2011	399	$17.2 million	not listed
2010	400	$16.6 million	not listed
2009	400	$16.6 million	The Commerce Trust

If you had money in one of these plans

Call Principal (principal.com), which runs the Burns & Mcdonnell, Inc. 401(k) Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((816) 333-9400). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.