Profit Sharing · DOL Form 5500 · 2023

Joseph P. Campbell Burke Profit Sharing Plan

Data updated 2026-08-25

$702K
Total assets Small plan by assets
2
Participants Small participant base
21st
Percentile by assets National rank
$351,231
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Joseph P. Campbell Burke Retirement Plan · Sponsored by Joseph P. Campbell Burke · Puerto Rico · Healthcare & Social Assistance

$702K in assets, 2 participants

Joseph P. Campbell Burke's Joseph P. Campbell Burke Retirement Plan reported $702K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,851 in Healthcare & Social Assistance (17,684 peers)

Joseph P. Campbell Burke multi-year trail

Joseph P. Campbell Burke's plans moved +29.3% in assets from 2022 to 2024; this filing shows Joseph P. Campbell Burke Retirement Plan at $702K / 2 participants.

#2,851
in Healthcare & Social Assistance (17,684 peers)
+15.5%
assets growth YoY

Joseph P. Campbell Burke Retirement Plan among the smaller filed plans by assets

Joseph P. Campbell Burke Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$702,462 21st percentile higher than 21% of 127,068 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 2023

Joseph P. Campbell Burke Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joseph P. Campbell Burke Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Joseph P. Campbell Burke Retirement Plan reported net income rose from -$164K in the plan year 2022 filing to $94K in the plan year 2023 filing.
  • Joseph P. Campbell Burke Retirement Plan end-of-year assets rose from $608K in the plan year 2022 filing to $702K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 660698516 · Joseph P. Campbell Burke PY 2023 · Profit Sharing

Joseph P. Campbell Burke Retirement Plan · $702K · 2 · 21st

  • SCH $702K
  • SCH 2
  • SCH 21st
  • SCH Profit Sharing
  • SCH near Ohio Exterminating Company Inc Retirement Plan
  • SCH ind #2851

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 Healthcare & Social Assistance retirement plans → · Plans in Puerto Rico →

Joseph P. Campbell Burke Retirement Plan in the asset neighbourhood

Joseph P. Campbell Burke Retirement PlanJoseph P. Campbell Burke Ret…$702KOhio Exterminating Company Inc Retirement PlanOhio Exterminating Company I…$703KJames a. Mcpeake Profit Sharing PlanJames a. Mcpeake Profit Shar…$702KDmb 33 Holdings Inc. Retirement PlanDmb 33 Holdings Inc. Retirem…$703KStraight Path Holdings Inc. Retirement PlanStraight Path Holdings Inc. …$703K
End-of-year total assets ($M) among Joseph P. Campbell Burke Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Joseph P. Campbell Burke multi-year asset trail

Sponsor-wide plan assets over time

All Joseph P. Campbell Burke plans reported in each filing year

Latest sponsor-wide plan assets
$787K 29.26628031964026% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.61M $0.79M ▲ +29.5%
Year Plans Participants Total Assets
2022 1 2 $608K
2023 1 2 $702K
2024 1 2 $787K

Joseph P. Campbell Burke filing trail (2023)

Total Assets (Beginning of Year)$608K
Net Assets (End of Year)$702K
Net Income$94K
Employer EIN660698516
Plan Effective Date2007-07-09
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Joseph P. Campbell Burke Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Joseph P. Campbell Burke Retirement Plan, Total assets ($M): 0.702462 · Participants: 2Joseph P. Campbell Burke Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 719.343985 · Participants: 2713The Retirement and Savings Plan for Amgen Manufacturing Limited LLCPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Coda Profit Sharing Plan
Joseph P. Campbell Burke Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Joseph P. Campbell Burke Retirement Plan side-by-side with 3 peers →

Joseph P. Campbell Burke Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Ohio Exterminating Company Inc Retirement Plan in OH ($703K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Joseph P. Campbell Burke Retirement Plan assets move in 2023? ▼
Joseph P. Campbell Burke Retirement Plan grew sharply - up 15.5% during 2023, from $608K to $702K. Reported net income was $94K.
How have Joseph P. Campbell Burke plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joseph P. Campbell Burke's sponsor-wide assets grew 29.3%, from $608K to $787K.
Where does Joseph P. Campbell Burke Retirement Plan rank by assets among Form 5500 filers? ▼
Joseph P. Campbell Burke Retirement Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Joseph P. Campbell Burke Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ohio Exterminating Company Inc Retirement Plan in OH ($703K, 23 participants).
Which Profit Sharing plans cover a similar participant headcount to Joseph P. Campbell Burke Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660698516.

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.