401(k) · DOL Form 5500 · 2023

Burk, Hall, & Co. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
28th
Percentile by assets National rank
$275,442
Avg per participant High balance/head
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Official DOL plan name: Bhc 401(k) Plan · Sponsored by Burk, Hall, & Co. · Arizona · Finance & Insurance

$2M in assets, 6 participants

Burk, Hall, & Co.'s Bhc 401(k) Plan reported $2M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,688 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Bhc 401(k) Plan holds $2M for 6 participants - about $275,442 per participant, in the lower half of filed plans by assets.

#1,688
in Finance & Insurance (8,869 peers)
-4.5%
assets change YoY

The plan reported a net loss of $78K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bhc 401(k) Plan among the smaller filed plans by assets

Bhc 401(k) Plan vs every filed plan by assets

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

$1,652,651 28th percentile higher than 28% 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

Bhc 401(k) 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. Bhc 401(k) Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bhc 401(k) Plan reported net income rose from -$208K in the plan year 2022 filing to -$78K in the plan year 2023 filing.
  • Bhc 401(k) Plan reported participants rose from 5 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Bhc 401(k) Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 412158643 · Burk, Hall, & Co. PY 2023 · 401(k)

Bhc 401(k) Plan · $2M · 6 · 28th

  • BOY $2M
  • SCH 6
  • EBSA 28th
  • PART 401(k)
  • TYPE near Enefco USA, Inc. 401(k) Plan
  • NET ind #1688

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 Finance & Insurance retirement plans → · Plans in Arizona →

Bhc 401(k) Plan in the asset neighbourhood

Bhc 401(k) Plan$2MEnefco USA, Inc. 401(k) Plan$2MPair Eyewear Inc 401(k) Plan$2MAmerican Howa Kentucky Inc 401(k) Profit Sharing Plan & TrustAmerican Howa Kentucky Inc 4…$2MGiampietro Antiques 401(k) PlanGiampietro Antiques 401(k) P…$2M
End-of-year total assets ($M) among Bhc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$78K
Employer EIN412158643
Plan Effective Date2010-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burk, Hall, & Co.)

Sponsor-wide plan assets over time

All Burk, Hall, & Co. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 6.3687660295492705% vs 2022
2024 filing year
$1.6M$1.7M$1.8M$1.9M 202220232024 $1.73M $1.84M ▲ +6.4%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 6 $2M
2024 1 5 $2M

Nearby 401(k) Plans in Arizona

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

Bhc 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Bhc 401(k) Plan, Total assets ($B): 0.001652651 · Participants: 6Bhc 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Bhc 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Bhc 401(k) Plan side-by-side with 3 peers →

Bhc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Enefco USA, Inc. 401(k) Plan in ME ($2M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Bhc 401(k) Plan assets move in 2023? ▼
Bhc 401(k) Plan edged down modestly - down 4.5% during 2023, from $2M to $2M. Reported net income was -$78K.
How have Burk, Hall, & Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burk, Hall, & Co.'s sponsor-wide assets grew 6.4%, from $2M to $2M.
Which 401(k) plans are similar in size to Bhc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Enefco USA, Inc. 401(k) Plan in ME ($2M, 69 participants).
Which 401(k) plans cover a similar participant headcount to Bhc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K 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 412158643.

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.