401(k) · DOL Form 5500 · 2022

Burke Beverage, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
157
Participants Small participant base
76th
Percentile by assets National rank
$113,932
Avg per participant Below avg balance/head
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Official DOL plan name: Burke Beverage, Inc. 401(k) Plan · Sponsored by Burke Beverage, Inc. · Illinois · Wholesale Trade

$18M in assets, 157 participants

Burke Beverage, Inc.'s Burke Beverage, Inc. 401(k) Plan reported $18M in total assets and 157 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,953 in Wholesale Trade (6,843 peers)

Coverage in Illinois

Burke Beverage, Inc. 401(k) Plan covers 157 participants in Illinois, about 20% of the average Illinois filer (state average ~779 per filing). Assets: $18M.

#4,953
in Wholesale Trade (6,843 peers)
-19.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Burke Beverage, Inc. 401(k) Plan's outsized position by total assets

Burke Beverage, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$17,887,351 Top 24% higher than 76% of 139,123 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 2022

Burke Beverage, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burke Beverage, Inc. 401(k) Plan sits mid-pack in the medium band (157 participants).

DOL schedule card

Filing strip 363047221 · Burke Beverage, Inc. PY 2022 · 401(k)

Burke Beverage, Inc. 401(k) Plan · $18M · 157 · 76th

  • BOOK $18M
  • VS-ST 157
  • BOY 76th
  • SCH 401(k)
  • EBSA near Davis Instruments Corporation Non-Union 401(k) Plan
  • PART ind #4953

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 Wholesale Trade retirement plans → · Plans in Illinois →

Burke Beverage, Inc. 401(k) Plan in the asset neighbourhood

Burke Beverage, Inc. 401(k) PlanBurke Beverage, Inc. 401(k) …$18MDavis Instruments Corporation Non-Union 401(k) PlanDavis Instruments Corporatio…$18MAdvantage Truck Group, LLC 401(k) PlanAdvantage Truck Group, LLC 4…$18MJ.C. Newman Cigar Employees Savings PlanJ.C. Newman Cigar Employees …$18MDival Safety Equipment, Inc. 401(k) PlanDival Safety Equipment, Inc.…$18M
End-of-year total assets ($M) among Burke Beverage, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$18M
Net Income-$4M
Employer EIN363047221
Plan Effective Date1982-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burke Beverage, Inc.)

Sponsor-wide plan assets over time

All Burke Beverage, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 7.97226487029857% vs 2022
2024 filing year
$14M$15M$16M$17M$18M$19M 202220232024 $17.9M $16.5M ▼ -8.0%
Year Plans Participants Total Assets
2022 1 157 $18M
2023 1 161 $15M
2024 1 64 $16M

Nearby 401(k) Plans in Illinois

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

Burke Beverage, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Burke Beverage, Inc. 401(k) Plan, Total assets ($B): 0.017887351 · Participants: 157Burke Beverage, Inc. 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Burke Beverage, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Burke Beverage, Inc. 401(k) Plan side-by-side with 3 peers →

Burke Beverage, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Davis Instruments Corporation Non-Union 401(k) Plan in CA ($18M); by covered participants it is We Transport Inc. Salaried 401(k) Plan in NY (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Burke Beverage, Inc. 401(k) Plan assets move in 2022? ▼
Burke Beverage, Inc. 401(k) Plan declined sharply - down 19.4% during 2022, from $22M to $18M. Reported net income was -$4M.
How have Burke Beverage, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burke Beverage, Inc.'s sponsor-wide assets declined 8.0%, from $18M to $16M.
Where does Burke Beverage, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Burke Beverage, Inc. 401(k) Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Burke Beverage, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Davis Instruments Corporation Non-Union 401(k) Plan in CA ($18M, 66 participants).
Which 401(k) plans cover a similar participant headcount to Burke Beverage, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is We Transport Inc. Salaried 401(k) Plan in NY (157 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 363047221.

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.