401(k) · DOL Form 5500 · 2022

Burkart-Phelan, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
16
Participants Small participant base
34th
Percentile by assets National rank
$123,185
Avg per participant Near avg balance/head
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Official DOL plan name: Burkart Employee Stock Ownership 401(k) Plan · Sponsored by Burkart-Phelan, Inc. · Massachusetts · Manufacturing

$2M in assets, 16 participants

Burkart-Phelan, Inc.'s Burkart Employee Stock Ownership 401(k) Plan reported $2M in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.

  • #3,595 in Manufacturing (20,602 peers)

Burkart-Phelan, Inc. multi-year trail

Burkart-Phelan, Inc.'s plans moved +59.8% in assets from 2022 to 2024; this filing shows Burkart Employee Stock Ownership 401(k) Plan at $2M / 16 participants.

#3,595
in Manufacturing (20,602 peers)
$236K
reported net income

Burkart Employee Stock Ownership 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Burkart Employee Stock Ownership 401(k) Plan vs every filed plan by assets

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

$1,970,960 34th percentile higher than 34% 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

Burkart Employee Stock Ownership 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burkart Employee Stock Ownership 401(k) Plan is a small filing (16 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 042831820 · Burkart-Phelan, Inc. PY 2022 · 401(k)

Burkart Employee Stock Ownership 401(k) Plan · $2M · 16 · 34th

  • BOOK $2M
  • BOOK 16
  • BOOK 34th
  • BOOK 401(k)
  • BOOK near Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust
  • BOOK ind #3595

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 Massachusetts →

Burkart Employee Stock Ownership 401(k) Plan in the asset neighbourhood

Burkart Employee Stock Ownership 401(k) PlanBurkart Employee Stock Owner…$2MLee Fitzgerald, D.D.S., P.a. 401(k) Plan & TrustLee Fitzgerald, D.D.S., P.a.…$2MPump N Pantry Inc 401(k) Profit Sharing Plan & TrustPump N Pantry Inc 401(k) Pro…$2MSpotlight Cinema Networks 401(k) Retirement PlanSpotlight Cinema Networks 40…$2MLansdowne Resort & Spa 401(k) PlanLansdowne Resort & Spa 401(k…$2M
End-of-year total assets ($M) among Burkart Employee Stock Ownership 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Burkart-Phelan, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Burkart-Phelan, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 59.784825668709665% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.97M $3.15M ▲ +59.9%
Year Plans Participants Total Assets
2022 1 16 $2M
2023 1 14 $3M
2024 1 17 $3M

Burkart-Phelan, Inc. filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$2M
Net Income$236K
Employer EIN042831820
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Burkart Employee Stock Ownership 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Burkart Employee Stock Ownership 401(k) Plan, Total assets ($B): 0.00197096 · Participants: 16Burkart Employee Stock Ownership 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Burkart Employee Stock Ownership 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Burkart Employee Stock Ownership 401(k) Plan side-by-side with 3 peers →

Burkart Employee Stock Ownership 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust in TX ($2M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 have Burkart-Phelan, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burkart-Phelan, Inc.'s sponsor-wide assets grew 59.8%, from $2M to $3M.
Which 401(k) plans are similar in size to Burkart Employee Stock Ownership 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust in TX ($2M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Burkart Employee Stock Ownership 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants, $2M 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 042831820.

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.