401(k) · DOL Form 5500 · 2023
The Burke Group of Rochester, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 145,895
- Participants Very large workforce
- 51st
- Percentile by assets National rank
- $48
- Avg per participant Low balance/head
Official DOL plan name: Real Estate Commission Retirement Savings Plan · Sponsored by The Burke Group of Rochester, Inc. · New York · Finance & Insurance
$7M in assets, 145,895 participants
The Burke Group of Rochester, Inc.'s Real Estate Commission Retirement Savings Plan reported $7M in total assets and 145,895 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.
- #3,234 in Finance & Insurance (8,869 peers)
Coverage in New York
Real Estate Commission Retirement Savings Plan covers 145,895 participants in New York, 183x the typical New York plan (state average ~798 per filing). Assets: $7M.
- #3,234
- in Finance & Insurance (8,869 peers)
- +12.8%
- assets growth YoY
Real Estate Commission Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers
Real Estate Commission Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,953,418 Top 49% higher than 51% 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
Real Estate Commission Retirement Savings Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Real Estate Commission Retirement Savings Plan is a mega filing (145,895 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Real Estate Commission Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $789K in the plan year 2023 filing.
- Real Estate Commission Retirement Savings Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Real Estate Commission Retirement Savings Plan reported participants fell from 148,954 in the plan year 2022 filing to 145,895 in the plan year 2023 filing.
DOL schedule card
Filing strip 450677056 · The Burke Group of Rochester, Inc. PY 2023 · 401(k)
Real Estate Commission Retirement Savings Plan · $7M · 145,895 · 51st
- VS-ST $7M
- BOY 145,895
- SCH 51st
- EBSA 401(k)
- PART near Provenza Floors, Inc., 401(k) Profit Sharing Plan
- TYPE ind #3234
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 Finance & Insurance retirement plans → · Plans in New York →
Real Estate Commission Retirement Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $789K |
| Employer EIN | 450677056 |
| Plan Effective Date | 2001-10-24 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Burke Group of Rochester, Inc.)
Sponsor-wide plan assets over time
All The Burke Group of Rochester, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 18.089047724251948% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 148,954 | $6M |
| 2023 | 1 | 145,895 | $7M |
| 2024 | 1 | 115,275 | $7M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Real Estate Commission Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Provenza Floors, Inc., 401(k) Profit Sharing Plan in CA ($7M); by covered participants it is Teamsters-National 401(k) Savings Plan in PA (155,329 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Provenza Floors, Inc., 401(k) Profit Sharing Plan (CA) $7M · 114
- Befco Engineering Inc. 401(k) Plan (TX) $7M · 14
- Higgins Group, Inc. Retirement Plan (KS) $7M · 145
- Kaivac, Inc. 401(k) Plan (OH) $7M · 104
Similar participant headcount
Nearest other-state filings by covered participants (145,895 participants); asset peers above are excluded.
- Teamsters-National 401(k) Savings Plan (PA) 155,329 · 9,434 off
- Kaiser Permanente 401(k) Retirement Plan (CA) 136,422 · 9,473 off
- Kelly Retirement Savings Plan (MI) 156,083 · 10,188 off
- Trinet 401(k) Plan (FL) 157,945 · 12,050 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.