401(k) · DOL Form 5500 · 2023

Burkes Mechanical, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
584
Participants Below avg headcount
75th
Percentile by assets National rank
$40,233
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Burkes Mechanical, Inc. 401(k) Plan · Sponsored by Burkes Mechanical, Inc. · Alabama · Construction

$23M in assets, 584 participants

Burkes Mechanical, Inc.'s Burkes Mechanical, Inc. 401(k) Plan reported $23M in total assets and 584 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #6,690 in Construction (9,030 peers)

Where Burkes Mechanical, Inc. 401(k) Plan sits by assets

Burkes Mechanical, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $23M for 584 participants (~$40,233/participant), up 17.4% in 2023.

#6,690
in Construction (9,030 peers)
+17.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Burkes Mechanical, Inc. 401(k) Plan's outsized position by total assets

Burkes Mechanical, Inc. 401(k) Plan vs every filed plan by assets

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

$23,496,124 Top 25% higher than 75% 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

Burkes Mechanical, Inc. 401(k) Plan 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. Burkes Mechanical, Inc. 401(k) Plan sits mid-pack in the medium band (584 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Burkes Mechanical, Inc. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Burkes Mechanical, Inc. 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Burkes Mechanical, Inc. 401(k) Plan reported participants rose from 577 in the plan year 2022 filing to 584 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 630934099 · Burkes Mechanical, Inc. PY 2023 · 401(k)

Burkes Mechanical, Inc. 401(k) Plan · $23M · 584 · 75th

  • BOOK $23M
  • BOOK 584
  • BOOK 75th
  • BOOK 401(k)
  • BOOK near America's Test Kitchen, LP 401(k) Retirement Savings Plan & Trust
  • BOOK ind #6690

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 Construction retirement plans → · Plans in Alabama →

Burkes Mechanical, Inc. 401(k) Plan in the asset neighbourhood

Burkes Mechanical, Inc. 401(k) PlanBurkes Mechanical, Inc. 401(…$23MAmerica's Test Kitchen, LP 401(k) Retirement Savings Plan & TrustAmerica's Test Kitchen, LP 4…$23MGraham Enterprise 401(k) Profit Sharing PlanGraham Enterprise 401(k) Pro…$23MO'hagan Meyer LLC 401(k) Retirement PlanO'hagan Meyer LLC 401(k) Ret…$23MAmerican Restoration Operations 401(k) PlanAmerican Restoration Operati…$23M
End-of-year total assets ($M) among Burkes Mechanical, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN630934099
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burkes Mechanical, Inc.)

Sponsor-wide plan assets over time

All Burkes Mechanical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 38.54923119823154% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20M $27.7M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 577 $20M
2023 1 584 $23M
2024 1 592 $28M

Nearby 401(k) Plans in Alabama

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

Burkes Mechanical, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Burkes Mechanical, Inc. 401(k) Plan, Total assets ($B): 0.023496124 · Participants: 584Burkes Mechanical, Inc. 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Burkes Mechanical, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Burkes Mechanical, Inc. 401(k) Plan side-by-side with 3 peers →

Burkes Mechanical, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is America's Test Kitchen, LP 401(k) Retirement Savings Plan & Trust in MA ($23M); by covered participants it is Howard Sheppard, LLC 401(k) Plan in GA (584 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (584 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 Burkes Mechanical, Inc. 401(k) Plan assets move in 2023? ▼
Burkes Mechanical, Inc. 401(k) Plan grew sharply - up 17.4% during 2023, from $20M to $23M. Reported net income was $3M.
How have Burkes Mechanical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burkes Mechanical, Inc.'s sponsor-wide assets grew 38.5%, from $20M to $28M.
Where does Burkes Mechanical, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Burkes Mechanical, Inc. 401(k) Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Burkes Mechanical, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is America's Test Kitchen, LP 401(k) Retirement Savings Plan & Trust in MA ($23M, 278 participants).
Which 401(k) plans cover a similar participant headcount to Burkes Mechanical, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Howard Sheppard, LLC 401(k) Plan in GA (584 participants, $11M 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 630934099.

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.