401(k) · DOL Form 5500 · 2023

The Burke Group, Ltd. 401(k) Plan

Data updated 2026-08-11

$117M
Total assets
428
Participants
92nd
Percentile by assets
$274,358
Avg per participant
PlainRetire home → About this data

Official DOL plan name: The Burke Group 401(k) Profit Sharing Plan · Sponsored by The Burke Group, Ltd. · Illinois · Professional & Technical Services

$117M in assets, 428 participants

The Burke Group, Ltd.'s The Burke Group 401(k) Profit Sharing Plan reported $117M in total assets and 428 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 127,072 plans)
  • #18,992 in Professional & Technical Services (20,321 peers)

Where The Burke Group 401(k) Profit Sharing Plan sits by assets

The Burke Group 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $117M for 428 participants (~$274,358/participant), up 18.7% in 2023.

$117M
total plan assets (2023 EOY)
428
covered participants
92nd
percentile by assets (of 127,072 plans)
$274,358
avg assets per participant

Where The Burke Group 401(k) Profit Sharing Plan sits by total assets

The Burke Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$117,425,120 Top 8% higher than 92% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Burke Group 401(k) Profit Sharing Plan reported net income rose from -$23M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • The Burke Group 401(k) Profit Sharing Plan end-of-year assets rose from $99M in the plan year 2022 filing to $117M in the plan year 2023 filing.
  • The Burke Group 401(k) Profit Sharing Plan reported participants rose from 412 in the plan year 2022 filing to 428 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Illinois
Industry
Professional & Technical Services

The Burke Group 401(k) Profit Sharing Plan vs the 2023 asset distribution

By assets, The Burke Group 401(k) Profit Sharing Plan outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$99M
Net Assets (End of Year)$117M
Net Income$18M
Employer EIN363747083
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Burke Group, Ltd.)

$80M$100M$120M$140M$160M 202220232024 $98.9M $138M ▲ +39.6%
Total plan assets by year, all The Burke Group, Ltd. plans on file
Year Plans Participants Total Assets
2022 1 412 $99M
2023 1 428 $117M
2024 1 442 $138M

Nearby 401(k) Plans in Illinois

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

The Burke Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants The Burke Group 401(…, Total assets ($B): 0.11742512 · Participants: 428The Burke Group 401(…Accenture United Sta…, Total assets ($B): 17.594548115 · Participants: 69974Accenture United Sta…State Farm 401(k) Sa…, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Sa…Abbott Laboratories …, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories …United Airlines Pilo…, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilo…Walgreens Retirement…, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement…
The Burke Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare The Burke Group 401(k) Profit Sharing Pl… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Burke Group 401(k) Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did The Burke Group 401(k) Profit Sharing Plan assets move in 2023? ▼
The Burke Group 401(k) Profit Sharing Plan grew sharply - up 18.7% during 2023, from $99M to $117M. Reported net income was $18M.
How have The Burke Group, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Burke Group, Ltd.'s sponsor-wide assets grew 39.6%, from $99M to $138M.
Where does The Burke Group 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Burke Group 401(k) Profit Sharing Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Burke Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tosoh America, Inc. Savings and Retirement Plan in OH ($117M, 790 participants).

Next read for The Burke Group 401(k) Profit Sharing Pl…

Scale reading

Ways to act on The Burke Group 401(k) Profit Sharing Plan's numbers.

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 363747083.

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.