Profit Sharing · DOL Form 5500 · 2023
Burke, Rosen & Associates Business Research & Econometrics Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $956,956
- Avg per participant High balance/head
Official DOL plan name: Profit-Sharing Plan of Business Research & Econometrics, Inc. · Sponsored by Burke, Rosen & Associates Business Research & Econometrics · Ohio · Professional & Technical Services
$3M in assets, 3 participants
Burke, Rosen & Associates Business Research & Econometrics's Profit-Sharing Plan of Business Research & Econometrics, Inc. reported $3M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.
- #6,462 in Professional & Technical Services (20,321 peers)
Burke, Rosen & Associates Business Research & Econometrics multi-year trail
Burke, Rosen & Associates Business Research & Econometrics's plans moved +42.4% in assets from 2022 to 2024; this filing shows Profit-Sharing Plan of Business Research & Econometrics, Inc. at $3M / 3 participants.
- #6,462
- in Professional & Technical Services (20,321 peers)
- +21.3%
- assets growth YoY
Profit-Sharing Plan of Business Research & Econometrics, Inc.'s mid-pack asset rank among Professional & Technical Services and all filers
Profit-Sharing Plan of Business Research & Econometrics, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,870,867 35th percentile higher than 35% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Profit-Sharing Plan of Business Research & Econometrics, Inc. among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Profit-Sharing Plan of Business Research & Econometrics, Inc. is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Profit-Sharing Plan of Business Research & Econometrics, Inc. reported net income rose from -$448K in the plan year 2022 filing to $504K in the plan year 2023 filing.
- Profit-Sharing Plan of Business Research & Econometrics, Inc. end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 341124188 · Burke, Rosen & Associates Business Research & Econometrics PY 2023 · Profit Sharing
Profit-Sharing Plan of Business Research & Econometrics, Inc. · $3M · 3 · 35th
- IND $3M
- EOY 3
- 5500 35th
- ASSETS Profit Sharing
- PCT near Jonathan J. Leichtling, M.D. Profit Sharing Plan
- EIN ind #6462
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 Professional & Technical Services retirement plans → · Plans in Ohio →
Profit-Sharing Plan of Business Research & Econometrics, Inc. in the asset neighbourhood
Burke, Rosen & Associates Business Research & Econometrics multi-year asset trail
Sponsor-wide plan assets over time
All Burke, Rosen & Associates Business Research & Econometrics plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 42.39381394431181% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 3 | $3M |
| 2024 | 1 | 3 | $3M |
Burke, Rosen & Associates Business Research & Econometrics filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $504K |
| Employer EIN | 341124188 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.5B · 48,582
- Masterbrand, Inc. Retirement Savings Plan $485M · 7,345
- The Employer Retirement Savings Plan- Premier Health Partners $228M · 11,923
- Three Rivers Annuity Fund $199M · 1,460
- Holzer Health System 401a Profit Sharing Plan $175M · 1,779
Profit-Sharing Plan of Business Research & Econometrics, Inc.'s out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Jonathan J. Leichtling, M.D. Profit Sharing Plan in CA ($3M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.