401(k) · DOL Form 5500 · 2023

Burkert USA Corp 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
166
Participants Small participant base
74th
Percentile by assets National rank
$128,241
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Burkert USA Corp Plan and Retirement Trust · Sponsored by Burkert USA Corp · North Carolina · Manufacturing

$21M in assets, 166 participants

Burkert USA Corp's Burkert USA Corp Plan and Retirement Trust reported $21M in total assets and 166 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #11,961 in Manufacturing (18,722 peers)

Coverage in North Carolina

Burkert USA Corp Plan and Retirement Trust covers 166 participants in North Carolina, about 20% of the average North Carolina filer (state average ~819 per filing). Assets: $21M.

#11,961
in Manufacturing (18,722 peers)
+26.3%
assets growth YoY

Burkert USA Corp Plan and Retirement Trust's outsized position by total assets

Burkert USA Corp Plan and Retirement Trust vs every filed plan by assets

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

$21,288,061 Top 26% higher than 74% 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

Burkert USA Corp Plan and Retirement Trust 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. Burkert USA Corp Plan and Retirement Trust sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Burkert USA Corp Plan and Retirement Trust reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Burkert USA Corp Plan and Retirement Trust end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Burkert USA Corp Plan and Retirement Trust reported participants rose from 148 in the plan year 2022 filing to 166 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 330070281 · Burkert USA Corp PY 2023 · 401(k)

Burkert USA Corp Plan and Retirement Trust · $21M · 166 · 74th

  • VS-ST $21M
  • VS-ST 166
  • VS-ST 74th
  • VS-ST 401(k)
  • VS-ST near Sun Gro Holdings Inc. Retirement Savings Plan
  • VS-ST ind #11961

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 Manufacturing retirement plans → · Plans in North Carolina →

Burkert USA Corp Plan and Retirement Trust in the asset neighbourhood

Burkert USA Corp Plan and Retirement TrustBurkert USA Corp Plan and Re…$21MSun Gro Holdings Inc. Retirement Savings PlanSun Gro Holdings Inc. Retire…$21MSecurity Bancshares Inc Employee Stock Ownership Plan with 401(k) ProvisionsSecurity Bancshares Inc Empl…$21MCrown Bakeries Retirement PlanCrown Bakeries Retirement Pl…$21MThird Coast Employee Services, LLC 401(k) PlanThird Coast Employee Service…$21M
End-of-year total assets ($M) among Burkert USA Corp Plan and Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN330070281
Plan Effective Date1995-12-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Burkert USA Corp)

Sponsor-wide plan assets over time

All Burkert USA Corp plans reported in each filing year

Latest sponsor-wide plan assets
$26M 53.5602521919939% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.9M $25.9M ▲ +53.6%
Year Plans Participants Total Assets
2022 1 148 $17M
2023 1 166 $21M
2024 1 181 $26M

Nearby 401(k) Plans in North Carolina

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

Burkert USA Corp Plan and Retirement Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Burkert USA Corp Plan and Retirement Trust, Total assets ($B): 0.021288061 · Participants: 166Burkert USA Corp Plan and Retirement TrustThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Burkert USA Corp Plan and Retirement Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Burkert USA Corp Plan and Retirement Trust side-by-side with 3 peers →

Burkert USA Corp Plan and Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Sun Gro Holdings Inc. Retirement Savings Plan in MA ($21M); by covered participants it is California Retina Associates 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Burkert USA Corp Plan and Retirement Trust assets move in 2023? ▼
Burkert USA Corp Plan and Retirement Trust grew sharply - up 26.3% during 2023, from $17M to $21M. Reported net income was $4M.
How have Burkert USA Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burkert USA Corp's sponsor-wide assets grew 53.6%, from $17M to $26M.
Which 401(k) plans are similar in size to Burkert USA Corp Plan and Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sun Gro Holdings Inc. Retirement Savings Plan in MA ($21M, 229 participants).
Which 401(k) plans cover a similar participant headcount to Burkert USA Corp Plan and Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is California Retina Associates 401(k) Plan in CA (166 participants, $362K 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 330070281.

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.