401(k) · DOL Form 5500 · 2022

Burkert USA Corp 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
148
Participants Small participant base
75th
Percentile by assets National rank
$113,916
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Burkert USA Corp Plan and Retirement Trust · Sponsored by Burkert USA Corp · North Carolina · Manufacturing

$17M in assets, 148 participants

Burkert USA Corp's Burkert USA Corp Plan and Retirement Trust reported $17M in total assets and 148 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,281 in Manufacturing (20,602 peers)

Coverage in North Carolina

Burkert USA Corp Plan and Retirement Trust covers 148 participants in North Carolina, about 18% of the average North Carolina filer (state average ~819 per filing). Assets: $17M.

#13,281
in Manufacturing (20,602 peers)
-7.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Burkert USA Corp Plan and Retirement Trust's outsized position by total assets

Burkert USA Corp Plan and Retirement Trust vs every filed plan by assets

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

$16,859,536 Top 25% higher than 75% 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

Burkert USA Corp Plan and Retirement Trust 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. Burkert USA Corp Plan and Retirement Trust sits mid-pack in the medium band (148 participants).

Published 5500 schedule card

Filing strip 330070281 · Burkert USA Corp PY 2022 · 401(k)

Burkert USA Corp Plan and Retirement Trust · $17M · 148 · 75th

  • VS-ST $17M
  • BOY 148
  • SCH 75th
  • EBSA 401(k)
  • PART near Ctl/Thompson, Inc. Savings and Retirement Plan
  • TYPE ind #13281

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 North Carolina →

Burkert USA Corp Plan and Retirement Trust in the asset neighbourhood

Burkert USA Corp Plan and Retirement TrustBurkert USA Corp Plan and Re…$17MCtl/Thompson, Inc. Savings and Retirement PlanCtl/Thompson, Inc. Savings a…$17MThe Columbus Distributing Company Profit Sharing and Retirement Savings Plan and TrustThe Columbus Distributing Co…$17MLarosa's 401(k) Savings Plan$17MXeris Pharmaceuticals, Inc. 401(k) PlanXeris Pharmaceuticals, Inc. …$17M
End-of-year total assets ($M) among Burkert USA Corp Plan and Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$17M
Net Income-$1M
Employer EIN330070281
Plan Effective Date1995-12-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Burkert USA Corp)

Sponsor-wide plan assets over time

All Burkert USA Corp plans reported in each filing year

Latest sponsor-wide plan assets
$26M 53.5602521919939% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.9M $25.9M ▲ +53.6%
Year Plans Participants Total Assets
2022 1 148 $17M
2023 1 166 $21M
2024 1 181 $26M

Nearby 401(k) Plans in North Carolina

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

Burkert USA Corp Plan and Retirement Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Burkert USA Corp Plan and Retirement Trust, Total assets ($B): 0.016859536 · Participants: 148Burkert USA Corp Plan and Retirement TrustThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Burkert USA Corp Plan and Retirement Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Burkert USA Corp Plan and Retirement Trust side-by-side with 3 peers →

Burkert USA Corp Plan and Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Ctl/Thompson, Inc. Savings and Retirement Plan in CO ($17M); by covered participants it is Variq Corporation 401(k) Plan in MD (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Burkert USA Corp Plan and Retirement Trust assets move in 2022? ▼
Burkert USA Corp Plan and Retirement Trust pulled back noticeably - down 7.8% during 2022, from $18M to $17M. Reported net income was -$1M.
How have Burkert USA Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burkert USA Corp's sponsor-wide assets grew 53.6%, from $17M to $26M.
Where does Burkert USA Corp Plan and Retirement Trust rank by assets among Form 5500 filers? ▼
Burkert USA Corp Plan and Retirement Trust ranks in the 75th 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 Burkert USA Corp Plan and Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ctl/Thompson, Inc. Savings and Retirement Plan in CO ($17M, 230 participants).
Which 401(k) plans cover a similar participant headcount to Burkert USA Corp Plan and Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Variq Corporation 401(k) Plan in MD (148 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 330070281.

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.