Civic Intelligence

Burwood Group Inc.

Plan context: Burwood Group Inc. 401K Profit Sharing Plan

EIN 36-4180073 • Chicago, IL • 48 filings • 6 plans

125 South Wacker Drive, Suite 2950Chicago, IL 60606
Current Snapshot

Latest Year

2025

2025 Participants

244

2025 Assets

$27,823,435

2025 Contributions

$2,679,835

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$36,469,879$18,234,940$0200420142024YearValue
$27,823,435Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

2441220200420152025YearValue
244Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20251244$0$0-
Burwood Group Inc. Wrap Plan-244---
20243232$27,823,435$2,679,835$11,551iApproximate average salary by contribution assumption: employee only about $288,775 at 4% or $192,517 at 6%; with 50% employer match about $192,517 at 4% or $128,345 at 6%; with 100% employer match about $144,388 at 4% or $96,258 at 6%.
Burwood Group Inc. 401K Profit Sharing Plan-192$24,048,747$2,526,348$13,158iApproximate average salary by contribution assumption: employee only about $328,952 at 4% or $219,301 at 6%; with 50% employer match about $219,301 at 4% or $146,201 at 6%; with 100% employer match about $164,476 at 4% or $109,651 at 6%.
Burwood Group Inc. Employee Stock Ownership Plan-150$3,774,688$153,487$1,023iApproximate average salary by contribution assumption: employee only about $25,581 at 4% or $17,054 at 6%; with 50% employer match about $17,054 at 4% or $11,369 at 6%; with 100% employer match about $12,791 at 4% or $8,527 at 6%.
Burwood Group Inc. Wrap Plan-232---
20233215$27,864,240$3,484,729$16,208iApproximate average salary by contribution assumption: employee only about $405,201 at 4% or $270,134 at 6%; with 50% employer match about $270,134 at 4% or $180,089 at 6%; with 100% employer match about $202,601 at 4% or $135,067 at 6%.
Burwood Group Inc. 401K Profit Sharing Plan-215$21,486,825$3,187,062$14,824iApproximate average salary by contribution assumption: employee only about $370,589 at 4% or $247,059 at 6%; with 50% employer match about $247,059 at 4% or $164,706 at 6%; with 100% employer match about $185,294 at 4% or $123,530 at 6%.
Burwood Group Inc. Employee Stock Ownership Plan-166$6,377,415$297,667$1,793iApproximate average salary by contribution assumption: employee only about $44,829 at 4% or $29,886 at 6%; with 50% employer match about $29,886 at 4% or $19,924 at 6%; with 100% employer match about $22,415 at 4% or $14,943 at 6%.
Burwood Group Inc. Wrap Plan-215---
20223211$26,872,477$3,101,392$14,699iApproximate average salary by contribution assumption: employee only about $367,464 at 4% or $244,976 at 6%; with 50% employer match about $244,976 at 4% or $163,317 at 6%; with 100% employer match about $183,732 at 4% or $122,488 at 6%.
Burwood Group Inc. 401K Profit Sharing Plan-205$18,900,244$3,002,095$14,644iApproximate average salary by contribution assumption: employee only about $366,109 at 4% or $244,073 at 6%; with 50% employer match about $244,073 at 4% or $162,715 at 6%; with 100% employer match about $183,055 at 4% or $122,036 at 6%.
Burwood Group Inc. Employee Stock Ownership Plan-139$7,972,233$99,297$714iApproximate average salary by contribution assumption: employee only about $17,859 at 4% or $11,906 at 6%; with 50% employer match about $11,906 at 4% or $7,937 at 6%; with 100% employer match about $8,930 at 4% or $5,953 at 6%.
Burwood Group Inc. Wrap Plan-211---
20213215$36,469,879$3,131,328$14,564iApproximate average salary by contribution assumption: employee only about $364,108 at 4% or $242,739 at 6%; with 50% employer match about $242,739 at 4% or $161,826 at 6%; with 100% employer match about $182,054 at 4% or $121,369 at 6%.
Burwood Group Inc. 401K Profit Sharing Plan-205$26,162,958$2,350,476$11,466iApproximate average salary by contribution assumption: employee only about $286,643 at 4% or $191,096 at 6%; with 50% employer match about $191,096 at 4% or $127,397 at 6%; with 100% employer match about $143,322 at 4% or $95,548 at 6%.
Burwood Group Inc. Employee Stock Ownership Plan-144$10,306,921$780,852$5,423iApproximate average salary by contribution assumption: employee only about $135,565 at 4% or $90,376 at 6%; with 50% employer match about $90,376 at 4% or $60,251 at 6%; with 100% employer match about $67,782 at 4% or $45,188 at 6%.
Burwood Group Inc. Wrap Plan-215---
20203189$28,700,972$3,266,003$17,280iApproximate average salary by contribution assumption: employee only about $432,011 at 4% or $288,007 at 6%; with 50% employer match about $288,007 at 4% or $192,005 at 6%; with 100% employer match about $216,005 at 4% or $144,004 at 6%.
Burwood Group Inc. 401K Profit Sharing Plan-189$24,101,526$3,083,203$16,313iApproximate average salary by contribution assumption: employee only about $407,831 at 4% or $271,887 at 6%; with 50% employer match about $271,887 at 4% or $181,258 at 6%; with 100% employer match about $203,916 at 4% or $135,944 at 6%.
Burwood Group Inc. Employee Stock Ownership Plan-168$4,599,446$182,800$1,088iApproximate average salary by contribution assumption: employee only about $27,202 at 4% or $18,135 at 6%; with 50% employer match about $18,135 at 4% or $12,090 at 6%; with 100% employer match about $13,601 at 4% or $9,067 at 6%.
Burwood Group Inc. Wrap Plan-188---
20193239$22,158,798$2,953,396$12,357iApproximate average salary by contribution assumption: employee only about $308,933 at 4% or $205,955 at 6%; with 50% employer match about $205,955 at 4% or $137,303 at 6%; with 100% employer match about $154,466 at 4% or $102,978 at 6%.
Burwood Group Inc. 401K Profit Sharing Plan-239$19,695,829$2,910,161$12,176iApproximate average salary by contribution assumption: employee only about $304,410 at 4% or $202,940 at 6%; with 50% employer match about $202,940 at 4% or $135,293 at 6%; with 100% employer match about $152,205 at 4% or $101,470 at 6%.
Burwood Group Inc. Employee Stock Ownership Plan-166$2,462,969$43,235$260iApproximate average salary by contribution assumption: employee only about $6,511 at 4% or $4,341 at 6%; with 50% employer match about $4,341 at 4% or $2,894 at 6%; with 100% employer match about $3,256 at 4% or $2,170 at 6%.
Burwood Group Inc. Wrap Plan-219---
20183205$16,679,073$2,647,884$12,917iApproximate average salary by contribution assumption: employee only about $322,913 at 4% or $215,275 at 6%; with 50% employer match about $215,275 at 4% or $143,517 at 6%; with 100% employer match about $161,456 at 4% or $107,638 at 6%.
Burwood Group Inc. 401K Profit Sharing Plan-197$14,938,941$2,544,342$12,915iApproximate average salary by contribution assumption: employee only about $322,886 at 4% or $215,257 at 6%; with 50% employer match about $215,257 at 4% or $143,505 at 6%; with 100% employer match about $161,443 at 4% or $107,629 at 6%.
Burwood Group Inc. Employee Stock Ownership Plan-156$1,740,132$103,542$664iApproximate average salary by contribution assumption: employee only about $16,593 at 4% or $11,062 at 6%; with 50% employer match about $11,062 at 4% or $7,375 at 6%; with 100% employer match about $8,297 at 4% or $5,531 at 6%.
Burwood Group Inc. Wrap Plan-205---
20173202$16,674,403$2,651,218$13,125iApproximate average salary by contribution assumption: employee only about $328,121 at 4% or $218,747 at 6%; with 50% employer match about $218,747 at 4% or $145,832 at 6%; with 100% employer match about $164,061 at 4% or $109,374 at 6%.
Burwood Group Inc. 401K Profit Sharing Plan-202$14,544,367$2,605,138$12,897iApproximate average salary by contribution assumption: employee only about $322,418 at 4% or $214,945 at 6%; with 50% employer match about $214,945 at 4% or $143,297 at 6%; with 100% employer match about $161,209 at 4% or $107,473 at 6%.
Burwood Group Inc. Employee Stock Ownership Plan-137$2,130,036$46,080$336iApproximate average salary by contribution assumption: employee only about $8,409 at 4% or $5,606 at 6%; with 50% employer match about $5,606 at 4% or $3,737 at 6%; with 100% employer match about $4,204 at 4% or $2,803 at 6%.
Burwood Group Inc. Wrap Plan-197---
20163168$13,804,368$2,561,666$15,248iApproximate average salary by contribution assumption: employee only about $381,200 at 4% or $254,134 at 6%; with 50% employer match about $254,134 at 4% or $169,422 at 6%; with 100% employer match about $190,600 at 4% or $127,067 at 6%.
Burwood Group Inc. 401K Profit Sharing Plan-168$10,519,365$2,092,437$12,455iApproximate average salary by contribution assumption: employee only about $311,375 at 4% or $207,583 at 6%; with 50% employer match about $207,583 at 4% or $138,389 at 6%; with 100% employer match about $155,687 at 4% or $103,792 at 6%.
Burwood Group Inc. Employee Stock Ownership Plan-110$3,285,003$469,229$4,266iApproximate average salary by contribution assumption: employee only about $106,643 at 4% or $71,095 at 6%; with 50% employer match about $71,095 at 4% or $47,397 at 6%; with 100% employer match about $53,321 at 4% or $35,548 at 6%.
Burwood Group Inc. Wrap Plan-156---
20154126$10,493,797$1,447,777$11,490iApproximate average salary by contribution assumption: employee only about $287,257 at 4% or $191,505 at 6%; with 50% employer match about $191,505 at 4% or $127,670 at 6%; with 100% employer match about $143,629 at 4% or $95,752 at 6%.
Burwood Group Inc. 401K Profit Sharing Plan-126$8,191,914$1,427,074$11,326iApproximate average salary by contribution assumption: employee only about $283,150 at 4% or $188,766 at 6%; with 50% employer match about $188,766 at 4% or $125,844 at 6%; with 100% employer match about $141,575 at 4% or $94,383 at 6%.
Burwood Group Inc. Employee Stock Ownership Plan-99$2,301,883$20,703$209iApproximate average salary by contribution assumption: employee only about $5,228 at 4% or $3,485 at 6%; with 50% employer match about $3,485 at 4% or $2,324 at 6%; with 100% employer match about $2,614 at 4% or $1,743 at 6%.
Burwood Group Inc. Wrap Plan-117---
BURWOOD GROUP ANCILLARY PLAN-0---
20142148$8,540,333$1,683,661$11,376iApproximate average salary by contribution assumption: employee only about $284,402 at 4% or $189,601 at 6%; with 50% employer match about $189,601 at 4% or $126,401 at 6%; with 100% employer match about $142,201 at 4% or $94,801 at 6%.
Burwood Group Inc. 401K Profit Sharing Plan-148$7,246,915$1,460,640$9,869iApproximate average salary by contribution assumption: employee only about $246,730 at 4% or $164,486 at 6%; with 50% employer match about $164,486 at 4% or $109,658 at 6%; with 100% employer match about $123,365 at 4% or $82,243 at 6%.
Burwood Group Inc. Employee Stock Ownership Plan-80$1,293,418$223,021$2,788iApproximate average salary by contribution assumption: employee only about $69,694 at 4% or $46,463 at 6%; with 50% employer match about $46,463 at 4% or $30,975 at 6%; with 100% employer match about $34,847 at 4% or $23,231 at 6%.
20132110$6,765,332$837,762$7,616iApproximate average salary by contribution assumption: employee only about $190,400 at 4% or $126,934 at 6%; with 50% employer match about $126,934 at 4% or $84,622 at 6%; with 100% employer match about $95,200 at 4% or $63,467 at 6%.
Burwood Group Inc. 401K Profit Sharing Plan-110$5,719,917$833,846$7,580iApproximate average salary by contribution assumption: employee only about $189,510 at 4% or $126,340 at 6%; with 50% employer match about $126,340 at 4% or $84,227 at 6%; with 100% employer match about $94,755 at 4% or $63,170 at 6%.
Burwood Group Inc. Employee Stock Ownership Plan-74$1,045,415$3,916$53iApproximate average salary by contribution assumption: employee only about $1,323 at 4% or $882 at 6%; with 50% employer match about $882 at 4% or $588 at 6%; with 100% employer match about $661 at 4% or $441 at 6%.
20122106$5,662,588$1,220,752$11,517iApproximate average salary by contribution assumption: employee only about $287,913 at 4% or $191,942 at 6%; with 50% employer match about $191,942 at 4% or $127,961 at 6%; with 100% employer match about $143,957 at 4% or $95,971 at 6%.
Burwood Group Inc. 401K Profit Sharing Plan-106$4,494,251$782,739$7,384iApproximate average salary by contribution assumption: employee only about $184,608 at 4% or $123,072 at 6%; with 50% employer match about $123,072 at 4% or $82,048 at 6%; with 100% employer match about $92,304 at 4% or $61,536 at 6%.
Burwood Group Inc. Employee Stock Ownership Plan-64$1,168,337$438,013$6,844iApproximate average salary by contribution assumption: employee only about $171,099 at 4% or $114,066 at 6%; with 50% employer match about $114,066 at 4% or $76,044 at 6%; with 100% employer match about $85,549 at 4% or $57,033 at 6%.
2011280$4,290,264$1,037,607$12,970iApproximate average salary by contribution assumption: employee only about $324,252 at 4% or $216,168 at 6%; with 50% employer match about $216,168 at 4% or $144,112 at 6%; with 100% employer match about $162,126 at 4% or $108,084 at 6%.
Burwood Group Inc. 401K Profit Sharing Plan-80$3,510,343$627,170$7,840iApproximate average salary by contribution assumption: employee only about $195,991 at 4% or $130,660 at 6%; with 50% employer match about $130,660 at 4% or $87,107 at 6%; with 100% employer match about $97,995 at 4% or $65,330 at 6%.
Burwood Group Inc. Employee Stock Ownership Plan-60$779,921$410,437$6,841iApproximate average salary by contribution assumption: employee only about $171,015 at 4% or $114,010 at 6%; with 50% employer match about $114,010 at 4% or $76,007 at 6%; with 100% employer match about $85,508 at 4% or $57,005 at 6%.
2010279$3,664,518$877,412$11,106iApproximate average salary by contribution assumption: employee only about $277,662 at 4% or $185,108 at 6%; with 50% employer match about $185,108 at 4% or $123,405 at 6%; with 100% employer match about $138,831 at 4% or $92,554 at 6%.
Burwood Group Inc. 401K Profit Sharing Plan-79$3,340,042$552,936$6,999iApproximate average salary by contribution assumption: employee only about $174,980 at 4% or $116,653 at 6%; with 50% employer match about $116,653 at 4% or $77,769 at 6%; with 100% employer match about $87,490 at 4% or $58,327 at 6%.
Burwood Group Inc. Employee Stock Ownership Plan-46$324,476$324,476$7,054iApproximate average salary by contribution assumption: employee only about $176,346 at 4% or $117,564 at 6%; with 50% employer match about $117,564 at 4% or $78,376 at 6%; with 100% employer match about $88,173 at 4% or $58,782 at 6%.
2009177$2,576,279$417,288$5,419iApproximate average salary by contribution assumption: employee only about $135,483 at 4% or $90,322 at 6%; with 50% employer match about $90,322 at 4% or $60,215 at 6%; with 100% employer match about $67,742 at 4% or $45,161 at 6%.
Burwood Group Inc. 401K Profit Sharing Plan-77$2,576,279$417,288$5,419iApproximate average salary by contribution assumption: employee only about $135,483 at 4% or $90,322 at 6%; with 50% employer match about $90,322 at 4% or $60,215 at 6%; with 100% employer match about $67,742 at 4% or $45,161 at 6%.
2008172$1,671,272$723,775$10,052iApproximate average salary by contribution assumption: employee only about $251,311 at 4% or $167,541 at 6%; with 50% employer match about $167,541 at 4% or $111,694 at 6%; with 100% employer match about $125,655 at 4% or $83,770 at 6%.
Burwood Group Inc. 401K Profit Sharing Plan-72$1,671,272$723,775$10,052iApproximate average salary by contribution assumption: employee only about $251,311 at 4% or $167,541 at 6%; with 50% employer match about $167,541 at 4% or $111,694 at 6%; with 100% employer match about $125,655 at 4% or $83,770 at 6%.
200710$2,050,011$799,864-
Burwood Group Inc. 401K Profit Sharing Plan-0$2,050,011$799,864-
2006163$1,317,243$548,319$8,703iApproximate average salary by contribution assumption: employee only about $217,587 at 4% or $145,058 at 6%; with 50% employer match about $145,058 at 4% or $96,705 at 6%; with 100% employer match about $108,793 at 4% or $72,529 at 6%.
Burwood Group Inc. 401K Profit Sharing Plan-63$1,317,243$548,319$8,703iApproximate average salary by contribution assumption: employee only about $217,587 at 4% or $145,058 at 6%; with 50% employer match about $145,058 at 4% or $96,705 at 6%; with 100% employer match about $108,793 at 4% or $72,529 at 6%.
2005138$790,682$408,988$10,763iApproximate average salary by contribution assumption: employee only about $269,071 at 4% or $179,381 at 6%; with 50% employer match about $179,381 at 4% or $119,587 at 6%; with 100% employer match about $134,536 at 4% or $89,690 at 6%.
Burwood Group Inc. 401K Profit Sharing Plan-38$790,682$408,988$10,763iApproximate average salary by contribution assumption: employee only about $269,071 at 4% or $179,381 at 6%; with 50% employer match about $179,381 at 4% or $119,587 at 6%; with 100% employer match about $134,536 at 4% or $89,690 at 6%.
2004133$375,007$342,898$10,391iApproximate average salary by contribution assumption: employee only about $259,771 at 4% or $173,181 at 6%; with 50% employer match about $173,181 at 4% or $115,454 at 6%; with 100% employer match about $129,886 at 4% or $86,590 at 6%.
Burwood Group Inc. 401K Profit Sharing Plan-33$375,007$342,898$10,391iApproximate average salary by contribution assumption: employee only about $259,771 at 4% or $173,181 at 6%; with 50% employer match about $173,181 at 4% or $115,454 at 6%; with 100% employer match about $129,886 at 4% or $86,590 at 6%.