401(k) · DOL Form 5500 · 2022

Burr Oak Tool Inc 401(k) Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
343
Participants Below avg headcount
90th
Percentile by assets National rank
$188,797
Avg per participant Above avg balance/head
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Official DOL plan name: Burr Oak Tool Inc Employees' Profit Sharing Plan · Sponsored by Burr Oak Tool Inc · Michigan · Manufacturing

$65M in assets, 343 participants

Burr Oak Tool Inc's Burr Oak Tool Inc Employees' Profit Sharing Plan reported $65M in total assets and 343 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #17,543 in Manufacturing (20,602 peers)

Where Burr Oak Tool Inc Employees' Profit Sharing Plan sits by assets

Burr Oak Tool Inc Employees' Profit Sharing Plan sits in the top 10% of all filed plans by assets, $65M for 343 participants (~$188,797/participant), down 15.0% in 2022.

#17,543
in Manufacturing (20,602 peers)
-15.0%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Burr Oak Tool Inc Employees' Profit Sharing Plan's outsized position by total assets

Burr Oak Tool Inc Employees' Profit Sharing Plan vs every filed plan by assets

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

$64,757,269 Top 10% higher than 90% 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

Burr Oak Tool Inc Employees' Profit Sharing 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. Burr Oak Tool Inc Employees' Profit Sharing Plan sits mid-pack in the medium band (343 participants).

Plan-year Form 5500 strip

Filing strip 381218471 · Burr Oak Tool Inc PY 2022 · 401(k)

Burr Oak Tool Inc Employees' Profit Sharing Plan · $65M · 343 · 90th

  • VS-ST $65M
  • BOY 343
  • SCH 90th
  • EBSA 401(k)
  • PART near Quality Bicycle Products, Inc. 401(k) Plan
  • TYPE ind #17543

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 Manufacturing retirement plans → · Plans in Michigan →

Burr Oak Tool Inc Employees' Profit Sharing Plan in the asset neighbourhood

Security Mutual Life Insurance Company of New York Profit Sharing PlanSecurity Mutual Life Insuran…$65MFabsouth, LLC 401(k) Plan$65MRps 401(k) Plan$65MBurr Oak Tool Inc Employees' Profit Sharing PlanBurr Oak Tool Inc Employees'…$65MQuality Bicycle Products, Inc. 401(k) PlanQuality Bicycle Products, In…$65M
End-of-year total assets ($M) among Burr Oak Tool Inc Employees' Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$65M
Net Income-$11M
Employer EIN381218471
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burr Oak Tool Inc)

Sponsor-wide plan assets over time

All Burr Oak Tool Inc plans reported in each filing year

Latest sponsor-wide plan assets
$73M 13.193678689569197% vs 2022
2024 filing year
$60M$65M$70M$75M 202220232024 $64.8M $73.3M ▲ +13.2%
Year Plans Participants Total Assets
2022 1 343 $65M
2023 1 339 $70M
2024 1 353 $73M

Nearby 401(k) Plans in Michigan

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

Burr Oak Tool Inc Employees' Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Burr Oak Tool Inc Employees' Profit Sharing Plan, Total assets ($B): 0.064757269 · Participants: 343Burr Oak Tool Inc Employees' Profit Sharing PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Burr Oak Tool Inc Employees' Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Burr Oak Tool Inc Employees' Profit Sharing Plan side-by-side with 3 peers →

Burr Oak Tool Inc Employees' Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Quality Bicycle Products, Inc. 401(k) Plan in MN ($65M); by covered participants it is Jerritt Canyon Gold LLC 401(k) Plan in NV (343 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($65M here).

Similar participant headcount

Nearest other-state filings by covered participants (343 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 Burr Oak Tool Inc Employees' Profit Sharing Plan assets move in 2022? ▼
Burr Oak Tool Inc Employees' Profit Sharing Plan pulled back noticeably - down 15.0% during 2022, from $76M to $65M. Reported net income was -$11M.
How have Burr Oak Tool Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burr Oak Tool Inc's sponsor-wide assets grew 13.2%, from $65M to $73M.
Where does Burr Oak Tool Inc Employees' Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Burr Oak Tool Inc Employees' Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Burr Oak Tool Inc Employees' Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Quality Bicycle Products, Inc. 401(k) Plan in MN ($65M, 841 participants).
Which 401(k) plans cover a similar participant headcount to Burr Oak Tool Inc Employees' Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jerritt Canyon Gold LLC 401(k) Plan in NV (343 participants, $4M 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 381218471.

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.