ESOP · DOL Form 5500 · 2022
Burke, Inc. ESOP
Data updated 2026-08-11
- $125M
- Total assets
- 427
- Participants
- 94th
- Percentile by assets
- $292,494
- Avg per participant
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.
- 94th percentile by assets (of 139,126 plans)
- #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.
- $125M
- total plan assets (2022 EOY)
- 427
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $292,494
- avg assets per participant
Burke, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, Burke, Inc. Employee Stock Ownership Plan outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $122M |
|---|---|
| Net Assets (End of Year) | $125M |
| Net Income | $3M |
| Employer EIN | 311271870 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Burke, Inc.)
| 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
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $22.0B · 30,782
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $1.4B · 1,000
- Advanced Drainage Systems, Inc. Employee Stock Ownership Plan $559M · 3,337
- Messer Inc. Employee Stock Ownership Plan $557M · 808
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $445M · 407
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Burke, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Burke, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Burke, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
- Burke, Inc.'s sponsor-wide assets have grown 11.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans