ESOP · DOL Form 5500 · 2022

Burke, Inc. ESOP

Data updated 2026-08-25

$125M
Total assets Near avg plan size
427
Participants Below avg headcount
94th
Percentile by assets National rank
$292,494
Avg per participant High balance/head
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Official DOL plan name: Burke, Inc. Employee Stock Ownership Plan · Sponsored by Burke, Inc. · Ohio · Professional & Technical Services

$125M in assets, 427 participants

Burke, Inc.'s Burke, Inc. Employee Stock Ownership Plan reported $125M in total assets and 427 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #20,481 in Professional & Technical Services (21,562 peers)

Where Burke, Inc. Employee Stock Ownership Plan sits by assets

Burke, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $125M for 427 participants (~$292,494/participant), up 2.6% in 2022.

#20,481
in Professional & Technical Services (21,562 peers)
+2.6%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Burke, Inc. Employee Stock Ownership Plan's outsized position by total assets

Burke, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$124,894,921 Top 6% higher than 94% 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, Inc. Employee Stock Ownership 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, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (427 participants).

Published 5500 schedule card

Filing strip 311271870 · Burke, Inc. PY 2022 · ESOP

Burke, Inc. Employee Stock Ownership Plan · $125M · 427 · 94th

  • IND $125M
  • EOY 427
  • 5500 94th
  • ASSETS ESOP
  • PCT near Cts Cement Manufacturing Corp. Employee Stock Ownership Plan
  • EIN ind #20481

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 What is an ESOP? → · Plans in Ohio →

Burke, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Ppl Employee Stock Ownership PlanPpl Employee Stock Ownership…$126MParametrix, Inc. Employee Stock Ownership PlanParametrix, Inc. Employee St…$125MTechnology Service Corporation Employee Stock Ownership PlanTechnology Service Corporati…$125MCts Cement Manufacturing Corp. Employee Stock Ownership PlanCts Cement Manufacturing Cor…$125MBurke, Inc. Employee Stock Ownership PlanBurke, Inc. Employee Stock O…$125M
End-of-year total assets ($M) among Burke, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$122M
Net Assets (End of Year)$125M
Net Income$3M
Employer EIN311271870
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burke, Inc.)

Sponsor-wide plan assets over time

All Burke, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$240M 11.7780502459823% vs 2022
2024 filing year
$210M$220M$230M$240M$250M 202220232024 $215M $240M ▲ +11.8%
Year Plans Participants Total Assets
2022 2 765 $215M
2023 2 685 $234M
2024 2 654 $240M

Nearby ESOP Plans in Ohio

Peer ESOP plans, same state, same plan type, ranked by total assets.

Burke, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Burke, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.124894921 · Participants: 427Burke, Inc. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.972067387 · Participants: 30782Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.386806135 · Participants: 1000The Garland Industries, Inc. Employee Stock Ownership Plan & TrustAdvanced Drainage Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.559381199 · Participants: 3337Advanced Drainage Systems, Inc. Employee Stock Ownership PlanMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.556639229 · Participants: 808Messer Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.444757925 · Participants: 407Cleveland Steel Container Corporation Employee Stock Ownership Plan
Burke, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Burke, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Burke, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Cts Cement Manufacturing Corp. Employee Stock Ownership Plan in CA ($125M); by covered participants it is Merchants Bancorp Employee Stock Ownership Plan in IN (427 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (427 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, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Burke, Inc. Employee Stock Ownership Plan edged up modestly - up 2.6% during 2022, from $122M to $125M. Reported net income was $3M.
How have Burke, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burke, Inc.'s sponsor-wide assets grew 11.8%, from $215M to $240M.
Where does Burke, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Burke, Inc. Employee Stock Ownership Plan ranks in the 94th 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 ESOP plans are similar in size to Burke, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Cts Cement Manufacturing Corp. Employee Stock Ownership Plan in CA ($125M, 188 participants).
Which ESOP plans cover a similar participant headcount to Burke, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Merchants Bancorp Employee Stock Ownership Plan in IN (427 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 311271870.

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.