401(k) · DOL Form 5500 · 2022
Burk, Hall, & Co. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $346,080
- Avg per participant High balance/head
Official DOL plan name: Bhc 401(k) Plan · Sponsored by Burk, Hall, & Co. · Arizona · Finance & Insurance
$2M in assets, 5 participants
Burk, Hall, & Co.'s Bhc 401(k) Plan reported $2M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.
- #1,972 in Finance & Insurance (9,261 peers)
2022 asset change
Bhc 401(k) Plan pulled back noticeably 10.7% in 2022 ($2M → $2M) for 5 participants.
- #1,972
- in Finance & Insurance (9,261 peers)
- -10.7%
- assets change YoY
The plan reported a net loss of $208K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bhc 401(k) Plan among the smaller filed plans by assets
Bhc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,730,398 32nd percentile higher than 32% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Bhc 401(k) Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bhc 401(k) Plan is a micro filing (5 participants), the leftmost band.
Published 5500 schedule card
Filing strip 412158643 · Burk, Hall, & Co. PY 2022 · 401(k)
Bhc 401(k) Plan · $2M · 5 · 32nd
- BOY $2M
- SCH 5
- EBSA 32nd
- PART 401(k)
- TYPE near Precision Engineering Group LLC 401(k) Profit Sharing and Trust
- NET ind #1972
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 Finance & Insurance retirement plans → · Plans in Arizona →
Bhc 401(k) Plan in the asset neighbourhood
Burk, Hall, & Co. years around the 2022 move
Sponsor-wide plan assets over time
All Burk, Hall, & Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 6.3687660295492705% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $2M |
| 2023 | 1 | 6 | $2M |
| 2024 | 1 | 5 | $2M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$208K |
| Employer EIN | 412158643 |
| Plan Effective Date | 2010-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
Bhc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Precision Engineering Group LLC 401(k) Profit Sharing and Trust in OK ($2M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.