401(k) · DOL Form 5500 · 2022

Burkhardt Distributing Company, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
128
Participants Small participant base
71st
Percentile by assets National rank
$105,477
Avg per participant Below avg balance/head
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Official DOL plan name: Burkhardt Distributing Company, Inc. Profit Sharing Plan and Trust · Sponsored by Burkhardt Distributing Company, Inc. · Florida · Wholesale Trade

$14M in assets, 128 participants

Burkhardt Distributing Company, Inc.'s Burkhardt Distributing Company, Inc. Profit Sharing Plan and Trust reported $14M in total assets and 128 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,494 in Wholesale Trade (6,843 peers)

Coverage in Florida

Burkhardt Distributing Company, Inc. Profit Sharing Plan and Trust covers 128 participants in Florida, about 20% of the average Florida filer (state average ~628 per filing). Assets: $14M.

#4,494
in Wholesale Trade (6,843 peers)
-15.8%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Burkhardt Distributing Company, Inc. Profit Sharing Plan and Trust's outsized position by total assets

Burkhardt Distributing Company, Inc. Profit Sharing Plan and Trust vs every filed plan by assets

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

$13,501,049 Top 29% higher than 71% 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

Burkhardt Distributing Company, Inc. Profit Sharing Plan and 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. Burkhardt Distributing Company, Inc. Profit Sharing Plan and Trust sits mid-pack in the medium band (128 participants).

Plan-year Form 5500 strip

Filing strip 591268710 · Burkhardt Distributing Company, Inc. PY 2022 · 401(k)

Burkhardt Distributing Company, Inc. Profit Sharing Plan and Trust · $14M · 128 · 71st

  • EOY $14M
  • 5500 128
  • ASSETS 71st
  • PCT 401(k)
  • EIN near Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid
  • RANK ind #4494

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 Wholesale Trade retirement plans → · Plans in Florida →

Burkhardt Distributing Company, Inc. Profit Sharing Plan and Trust in the asset neighbourhood

Burkhardt Distributing Company, Inc. Profit Sharing Plan and TrustBurkhardt Distributing Compa…$14MSafe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal AidSafe-Harbor 401(k) Profit Sh…$14MChyronhego Corporation 401(k) PlanChyronhego Corporation 401(k…$14MPro Flex Physical Therapy 401(k) PlanPro Flex Physical Therapy 40…$14MReilly Construction Employees Salary Savings Plan and TrustReilly Construction Employee…$14M
End-of-year total assets ($M) among Burkhardt Distributing Company, Inc. Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN591268710
Plan Effective Date1975-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Burkhardt Distributing Company, Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Burkhardt Distributing Company, Inc. Profit Sharing Plan and Trust, Total assets ($B): 0.013501049 · Participants: 128Burkhardt Distributing Company, Inc. Profit Sharing Plan and TrustL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Burkhardt Distributing Company, Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Burkhardt Distributing Company, Inc. Profit Sharing Plan and Trust side-by-side with 3 peers →

Burkhardt Distributing Company, Inc. Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid in CA ($14M); by covered participants it is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Burkhardt Distributing Company, Inc. Profit Sharing Plan and Trust assets move in 2022? ▼
Burkhardt Distributing Company, Inc. Profit Sharing Plan and Trust declined sharply - down 15.8% during 2022, from $16M to $14M. Reported net income was -$3M.
Which 401(k) plans are similar in size to Burkhardt Distributing Company, Inc. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Safe-Harbor 401(k) Profit Sharing Plan for Employees of Bay Area Legal Aid in CA ($14M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Burkhardt Distributing Company, Inc. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 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 591268710.

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.