401(k) · DOL Form 5500 · 2023

Burke Distributing Co. LLC 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
146
Participants Small participant base
80th
Percentile by assets National rank
$213,292
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Burke Distributing Corporation 401(k) Profit Sharing Plan · Sponsored by Burke Distributing Co. LLC · Massachusetts · Wholesale Trade

$31M in assets, 146 participants

Burke Distributing Co. LLC's Burke Distributing Corporation 401(k) Profit Sharing Plan reported $31M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #4,992 in Wholesale Trade (6,309 peers)

Coverage in Massachusetts

Burke Distributing Corporation 401(k) Profit Sharing Plan covers 146 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $31M.

#4,992
in Wholesale Trade (6,309 peers)
+18.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Burke Distributing Corporation 401(k) Profit Sharing Plan's outsized position by total assets

Burke Distributing Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

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

$31,140,651 Top 20% higher than 80% 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 Distributing Corporation 401(k) Profit Sharing 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 Distributing Corporation 401(k) Profit Sharing Plan sits mid-pack in the medium band (146 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Burke Distributing Corporation 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Burke Distributing Corporation 401(k) Profit Sharing Plan end-of-year assets rose from $26M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Burke Distributing Corporation 401(k) Profit Sharing Plan reported participants rose from 135 in the plan year 2022 filing to 146 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042646090 · Burke Distributing Co. LLC PY 2023 · 401(k)

Burke Distributing Corporation 401(k) Profit Sharing Plan · $31M · 146 · 80th

  • PCT $31M
  • PCT 146
  • PCT 80th
  • PCT 401(k)
  • PCT near Radiology and Imaging Specialists of Lakeland, P.a. 401(k) Profit Sharing Plan
  • PCT ind #4992

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 Massachusetts →

Burke Distributing Corporation 401(k) Profit Sharing Plan in the asset neighbourhood

Burke Distributing Corporation 401(k) Profit Sharing PlanBurke Distributing Corporati…$31MRadiology and Imaging Specialists of Lakeland, P.a. 401(k) Profit Sharing PlanRadiology and Imaging Specia…$31MKbs, Inc. Profit Sharing Plan and TrustKbs, Inc. Profit Sharing Pla…$31MDevro, Inc. Retirement Savings PlanDevro, Inc. Retirement Savin…$31MDrucker & Falk, Inc. 401(k) PlanDrucker & Falk, Inc. 401(k) …$31M
End-of-year total assets ($M) among Burke Distributing Corporation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$31M
Net Income$5M
Employer EIN042646090
Plan Effective Date1978-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burke Distributing Co. LLC)

Sponsor-wide plan assets over time

All Burke Distributing Co. LLC plans reported in each filing year

Latest sponsor-wide plan assets
$35M 33.19388515285143% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.3M $35.1M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 135 $26M
2023 1 146 $31M
2024 1 162 $35M

Nearby 401(k) Plans in Massachusetts

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

Burke Distributing Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Burke Distributing Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.031140651 · Participants: 146Burke Distributing Corporation 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Burke Distributing Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Burke Distributing Corporation 401(k) Profit Sharing Plan side-by-side with 3 peers →

Burke Distributing Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Radiology and Imaging Specialists of Lakeland, P.a. 401(k) Profit Sharing Plan in FL ($31M); by covered participants it is All City Management Services, Inc. 401(k) Plan in CA (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Distributing Corporation 401(k) Profit Sharing Plan assets move in 2023? ▼
Burke Distributing Corporation 401(k) Profit Sharing Plan grew sharply - up 18.3% during 2023, from $26M to $31M. Reported net income was $5M.
How have Burke Distributing Co. LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burke Distributing Co. LLC's sponsor-wide assets grew 33.2%, from $26M to $35M.
Where does Burke Distributing Corporation 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Burke Distributing Corporation 401(k) Profit Sharing Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Burke Distributing Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Radiology and Imaging Specialists of Lakeland, P.a. 401(k) Profit Sharing Plan in FL ($31M, 235 participants).
Which 401(k) plans cover a similar participant headcount to Burke Distributing Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is All City Management Services, Inc. 401(k) Plan in CA (146 participants, $1M 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 042646090.

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.