401(k) · DOL Form 5500 · 2023

Burkart-Phelan, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
14
Participants Small participant base
35th
Percentile by assets National rank
$211,153
Avg per participant Above avg balance/head
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Official DOL plan name: Burkart Employee Stock Ownership 401(k) Plan · Sponsored by Burkart-Phelan, Inc. · Massachusetts · Manufacturing

$3M in assets, 14 participants

Burkart-Phelan, Inc.'s Burkart Employee Stock Ownership 401(k) Plan reported $3M in total assets and 14 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.

  • #3,563 in Manufacturing (18,722 peers)

Burkart-Phelan, Inc. multi-year trail

Burkart-Phelan, Inc.'s plans moved +59.8% in assets from 2022 to 2024; this filing shows Burkart Employee Stock Ownership 401(k) Plan at $3M / 14 participants.

#3,563
in Manufacturing (18,722 peers)
+50.0%
assets growth YoY

Burkart Employee Stock Ownership 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Burkart Employee Stock Ownership 401(k) Plan vs every filed plan by assets

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

$2,956,144 35th percentile higher than 35% 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

Burkart Employee Stock Ownership 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burkart Employee Stock Ownership 401(k) Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Burkart Employee Stock Ownership 401(k) Plan reported net income rose from $236K in the plan year 2022 filing to $985K in the plan year 2023 filing.
  • Burkart Employee Stock Ownership 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Burkart Employee Stock Ownership 401(k) Plan reported participants fell from 16 in the plan year 2022 filing to 14 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042831820 · Burkart-Phelan, Inc. PY 2023 · 401(k)

Burkart Employee Stock Ownership 401(k) Plan · $3M · 14 · 35th

  • IND $3M
  • EOY 14
  • 5500 35th
  • ASSETS 401(k)
  • PCT near Taylor Design, LLC 401(k) Plan
  • EIN ind #3563

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 Massachusetts →

Burkart Employee Stock Ownership 401(k) Plan in the asset neighbourhood

Burkart Employee Stock Ownership 401(k) PlanBurkart Employee Stock Owner…$3MTaylor Design, LLC 401(k) PlanTaylor Design, LLC 401(k) Pl…$3MLeitz Tooling Systems, LP 401(k) PlanLeitz Tooling Systems, LP 40…$3M401(k) Psp of Mow of Central Maryland Inc401(k) Psp of Mow of Central…$3MThe Commercial Bank of Ozark 401(k) Profit Sharing Retirement PlanThe Commercial Bank of Ozark…$3M
End-of-year total assets ($M) among Burkart Employee Stock Ownership 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Burkart-Phelan, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Burkart-Phelan, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 59.784825668709665% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.97M $3.15M ▲ +59.9%
Year Plans Participants Total Assets
2022 1 16 $2M
2023 1 14 $3M
2024 1 17 $3M

Burkart-Phelan, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$985K
Employer EIN042831820
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Burkart Employee Stock Ownership 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Burkart Employee Stock Ownership 401(k) Plan, Total assets ($B): 0.002956144 · Participants: 14Burkart Employee Stock Ownership 401(k) 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
Burkart Employee Stock Ownership 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Burkart Employee Stock Ownership 401(k) Plan side-by-side with 3 peers →

Burkart Employee Stock Ownership 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Taylor Design, LLC 401(k) Plan in CT ($3M); by covered participants it is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Burkart Employee Stock Ownership 401(k) Plan assets move in 2023? ▼
Burkart Employee Stock Ownership 401(k) Plan surged - up 50.0% during 2023, from $2M to $3M. Reported net income was $985K.
How have Burkart-Phelan, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burkart-Phelan, Inc.'s sponsor-wide assets grew 59.8%, from $2M to $3M.
Which 401(k) plans are similar in size to Burkart Employee Stock Ownership 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Taylor Design, LLC 401(k) Plan in CT ($3M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Burkart Employee Stock Ownership 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants, N/A 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 042831820.

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.