401(k) · DOL Form 5500 · 2023

Burke Beverage, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
161
Participants Small participant base
67th
Percentile by assets National rank
$90,750
Avg per participant Below avg balance/head
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Official DOL plan name: Burke Beverage, Inc. 401(k) Plan · Sponsored by Burke Beverage, Inc. · Illinois · Wholesale Trade

$15M in assets, 161 participants

Burke Beverage, Inc.'s Burke Beverage, Inc. 401(k) Plan reported $15M in total assets and 161 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #3,846 in Wholesale Trade (6,309 peers)

Coverage in Illinois

Burke Beverage, Inc. 401(k) Plan covers 161 participants in Illinois, about 21% of the average Illinois filer (state average ~779 per filing). Assets: $15M.

#3,846
in Wholesale Trade (6,309 peers)
-18.3%
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.

Burke Beverage, Inc. 401(k) Plan's outsized position by total assets

Burke Beverage, Inc. 401(k) Plan vs every filed plan by assets

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

$14,610,741 Top 33% higher than 67% 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

Burke Beverage, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burke Beverage, Inc. 401(k) Plan sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Burke Beverage, Inc. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Burke Beverage, Inc. 401(k) Plan end-of-year assets fell from $18M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Burke Beverage, Inc. 401(k) Plan reported participants rose from 157 in the plan year 2022 filing to 161 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 363047221 · Burke Beverage, Inc. PY 2023 · 401(k)

Burke Beverage, Inc. 401(k) Plan · $15M · 161 · 67th

  • BOOK $15M
  • BOOK 161
  • BOOK 67th
  • BOOK 401(k)
  • BOOK near Gasbarre Products, Inc. Profit Sharing Plan & Trust
  • BOOK ind #3846

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 Illinois →

Burke Beverage, Inc. 401(k) Plan in the asset neighbourhood

Burke Beverage, Inc. 401(k) PlanBurke Beverage, Inc. 401(k) …$15MGasbarre Products, Inc. Profit Sharing Plan & TrustGasbarre Products, Inc. Prof…$15MGlobal Solutions Network, Inc. 401(k) Profit Sharing PlanGlobal Solutions Network, In…$15MManna Development Group, LLC 401(k) PlanManna Development Group, LLC…$15MPress-Seal Corporation 401(k) Profit Sharing PlanPress-Seal Corporation 401(k…$15M
End-of-year total assets ($M) among Burke Beverage, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$15M
Net Income-$3M
Employer EIN363047221
Plan Effective Date1982-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burke Beverage, Inc.)

Sponsor-wide plan assets over time

All Burke Beverage, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 7.97226487029857% vs 2022
2024 filing year
$14M$15M$16M$17M$18M$19M 202220232024 $17.9M $16.5M ▼ -8.0%
Year Plans Participants Total Assets
2022 1 157 $18M
2023 1 161 $15M
2024 1 64 $16M

Nearby 401(k) Plans in Illinois

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

Burke Beverage, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Burke Beverage, Inc. 401(k) Plan, Total assets ($B): 0.014610741 · Participants: 161Burke Beverage, Inc. 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Burke Beverage, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Burke Beverage, Inc. 401(k) Plan side-by-side with 3 peers →

Burke Beverage, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Gasbarre Products, Inc. Profit Sharing Plan & Trust in PA ($15M); by covered participants it is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Burke Beverage, Inc. 401(k) Plan assets move in 2023? ▼
Burke Beverage, Inc. 401(k) Plan declined sharply - down 18.3% during 2023, from $18M to $15M. Reported net income was -$3M.
How have Burke Beverage, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burke Beverage, Inc.'s sponsor-wide assets declined 8.0%, from $18M to $16M.
Which 401(k) plans are similar in size to Burke Beverage, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gasbarre Products, Inc. Profit Sharing Plan & Trust in PA ($15M, 169 participants).
Which 401(k) plans cover a similar participant headcount to Burke Beverage, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 participants, N/A 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 363047221.

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.