ESOP · DOL Form 5500 · 2022

Austin Burke of Florida, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
15
Participants Small participant base
32nd
Percentile by assets National rank
$120,600
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Austin Burke of Florida, Inc. Retirement Plan · Sponsored by Austin Burke of Florida, Inc. · Florida · Retail Trade

$2M in assets, 15 participants

Austin Burke of Florida, Inc.'s Austin Burke of Florida, Inc. Retirement Plan reported $2M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #3,991 in Retail Trade (9,519 peers)

Austin Burke of Florida, Inc. multi-year trail

Austin Burke of Florida, Inc.'s plans moved -95.9% in assets from 2022 to 2024; this filing shows Austin Burke of Florida, Inc. Retirement Plan at $2M / 15 participants.

#3,991
in Retail Trade (9,519 peers)
-0.7%
assets change YoY

The plan reported a net loss of $13K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Austin Burke of Florida, Inc. Retirement Plan among the smaller filed plans by assets

Austin Burke of Florida, Inc. Retirement Plan vs every filed plan by assets

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

$1,809,000 32nd percentile higher than 32% 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

Austin Burke of Florida, Inc. Retirement 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. Austin Burke of Florida, Inc. Retirement Plan is a small filing (15 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 591366571 · Austin Burke of Florida, Inc. PY 2022 · ESOP

Austin Burke of Florida, Inc. Retirement Plan · $2M · 15 · 32nd

  • RANK $2M
  • PHOTO 15
  • IND 32nd
  • EOY ESOP
  • 5500 near Howe Contracting, Inc. Employee Stock Ownership Plan
  • ASSETS ind #3991

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 Florida →

Austin Burke of Florida, Inc. Retirement Plan in the asset neighbourhood

Austin Burke of Florida, Inc. Retirement PlanAustin Burke of Florida, Inc…$2MHowe Contracting, Inc. Employee Stock Ownership PlanHowe Contracting, Inc. Emplo…$2MJanus ESOP Holdings Inc. Profit Sharing PlanJanus ESOP Holdings Inc. Pro…$2MB&b Welding Company, Inc. Employee Stock Ownership PlanB&b Welding Company, Inc. Em…$2MSes Employee Stock Ownership PlanSes Employee Stock Ownership…$2M
End-of-year total assets ($M) among Austin Burke of Florida, Inc. Retirement Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Austin Burke of Florida, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Austin Burke of Florida, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$74K 95.90685461580985% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $1.81M $0.07M ▼ -96.1%
Year Plans Participants Total Assets
2022 1 15 $2M
2023 1 18 $700K
2024 2 2 $74K

Austin Burke of Florida, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$13K
Employer EIN591366571
Plan Effective Date1988-08-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Austin Burke of Florida, Inc. Retirement Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Austin Burke of Florida, Inc. Retirement Plan, Total assets ($B): 0.001809 · Participants: 15Austin Burke of Florida, Inc. Retirement PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.726925474 · Participants: 142486Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.661618269 · Participants: 14200Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.425498726 · Participants: 6258Thirty Fifteen Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.309502065 · Participants: 465Rsr Employee Stock Ownership PlanTeam Horner Employee Stock Ownership Plan, Total assets ($B): 0.217088578 · Participants: 448Team Horner Employee Stock Ownership Plan
Austin Burke of Florida, Inc. Retirement Plan vs. nearby ESOP plans in Florida, assets vs. participants

Austin Burke of Florida, Inc. Retirement Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Howe Contracting, Inc. Employee Stock Ownership Plan in GA ($2M); by covered participants it is N-Link Corporation Employee Stock Ownership Plan in OR (15 participants). Same-state nearby plans are listed separately above.

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 Austin Burke of Florida, Inc. Retirement Plan assets move in 2022?
Austin Burke of Florida, Inc. Retirement Plan held essentially flat - down 0.7% during 2022, from $2M to $2M. Reported net income was -$13K.
How have Austin Burke of Florida, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Austin Burke of Florida, Inc.'s sponsor-wide assets declined 95.9%, from $2M to $74K.
Which ESOP plans are similar in size to Austin Burke of Florida, Inc. Retirement Plan?
Among ESOP plans in other states, the closest by assets is Howe Contracting, Inc. Employee Stock Ownership Plan in GA ($2M, 39 participants).
Which ESOP plans cover a similar participant headcount to Austin Burke of Florida, Inc. Retirement Plan?
Among ESOP plans in other states, the closest by covered participants is N-Link Corporation Employee Stock Ownership Plan in OR (15 participants, $578K in assets).