401(k) · DOL Form 5500 · 2023

Burke Engineering Sales Co 401(k) 401(k) Plan

Data updated 2026-08-25

$720K
Total assets Small plan by assets
9
Participants Small participant base
21st
Percentile by assets National rank
$79,956
Avg per participant Below avg balance/head
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Official DOL plan name: Burke Engineering Sales Co. 401(k) Retirement Savings Plan · Sponsored by Burke Engineering Sales Co 401(k) · Iowa · Retail Trade

$720K in assets, 9 participants

Burke Engineering Sales Co 401(k)'s Burke Engineering Sales Co. 401(k) Retirement Savings Plan reported $720K in total assets and 9 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.

  • #2,750 in Retail Trade (8,414 peers)

2023 asset change

Burke Engineering Sales Co. 401(k) Retirement Savings Plan grew at a solid clip 11.5% in 2023 ($645K → $720K) for 9 participants.

#2,750
in Retail Trade (8,414 peers)
+11.5%
assets growth YoY

Burke Engineering Sales Co. 401(k) Retirement Savings Plan among the smaller filed plans by assets

Burke Engineering Sales Co. 401(k) Retirement Savings Plan vs every filed plan by assets

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

$719,601 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

Burke Engineering Sales Co. 401(k) Retirement Savings 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. Burke Engineering Sales Co. 401(k) Retirement Savings Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Burke Engineering Sales Co. 401(k) Retirement Savings Plan reported net income rose from -$54K in the plan year 2022 filing to $74K in the plan year 2023 filing.
  • Burke Engineering Sales Co. 401(k) Retirement Savings Plan reported participants rose from 8 in the plan year 2022 filing to 9 in the plan year 2023 filing.
  • Burke Engineering Sales Co. 401(k) Retirement Savings Plan end-of-year assets rose from $645K in the plan year 2022 filing to $720K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 420754821 · Burke Engineering Sales Co 401(k) PY 2023 · 401(k)

Burke Engineering Sales Co. 401(k) Retirement Savings Plan · $720K · 9 · 21st

  • PCT $720K
  • EIN 9
  • RANK 21st
  • PHOTO 401(k)
  • IND near Wynn-Hoff Air, Inc. 401(k) Plan
  • EOY ind #2750

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 Retail Trade retirement plans → · Plans in Iowa →

Burke Engineering Sales Co. 401(k) Retirement Savings Plan in the asset neighbourhood

Burke Engineering Sales Co. 401(k) Retirement Savings PlanBurke Engineering Sales Co. …$720KWynn-Hoff Air, Inc. 401(k) PlanWynn-Hoff Air, Inc. 401(k) P…$720KMonahans Nipple-Up Service 401(k) Profit Sharing PlanMonahans Nipple-Up Service 4…$720KJames K. Duerr, Cpa, P.C. 401(k) PlanJames K. Duerr, Cpa, P.C. 40…$720KSsm 401(k)$720K
End-of-year total assets ($M) among Burke Engineering Sales Co. 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Burke Engineering Sales Co 401(k) years around the 2023 move

Sponsor-wide plan assets over time

All Burke Engineering Sales Co 401(k) plans reported in each filing year

Latest sponsor-wide plan assets
$608K 5.721613538099149% vs 2022
2024 filing year
$0.55M$0.6M$0.65M$0.7M$0.75M 202220232024 $0.65M $0.61M ▼ -6.2%
Year Plans Participants Total Assets
2022 1 8 $645K
2023 1 9 $720K
2024 1 9 $608K

2023 asset-move particulars

Total Assets (Beginning of Year)$645K
Net Assets (End of Year)$720K
Net Income$74K
Employer EIN420754821
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Burke Engineering Sales Co. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Burke Engineering Sales Co. 401(k) Retirement Savings Plan, Total assets ($B): 0.000719601 · Participants: 9Burke Engineering Sales Co. 401(k) Retirement Savings PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Burke Engineering Sales Co. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Burke Engineering Sales Co. 401(k) Retirement Savings Plan side-by-side with 3 peers →

Burke Engineering Sales Co. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Wynn-Hoff Air, Inc. 401(k) Plan in MO ($720K); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($720K here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Engineering Sales Co. 401(k) Retirement Savings Plan assets move in 2023? ▼
Burke Engineering Sales Co. 401(k) Retirement Savings Plan grew at a solid clip - up 11.5% during 2023, from $645K to $720K. Reported net income was $74K.
How have Burke Engineering Sales Co 401(k) plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burke Engineering Sales Co 401(k)'s sponsor-wide assets declined 5.7%, from $645K to $608K.
Where does Burke Engineering Sales Co. 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Burke Engineering Sales Co. 401(k) Retirement Savings 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 401(k) plans are similar in size to Burke Engineering Sales Co. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wynn-Hoff Air, Inc. 401(k) Plan in MO ($720K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Burke Engineering Sales Co. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 420754821.

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.