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
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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

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

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.

See the national 2022→2023 release diff →

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

Real Estate Commission Retirement Savings PlanReal Estate Commission Retir…$7MProvenza Floors, Inc., 401(k) Profit Sharing PlanProvenza Floors, Inc., 401(k…$7MBefco Engineering Inc. 401(k) PlanBefco Engineering Inc. 401(k…$7MHiggins Group, Inc. Retirement PlanHiggins Group, Inc. Retireme…$7MKaivac, Inc. 401(k) Plan$7M
End-of-year total assets ($M) among Real Estate Commission Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$789K
Employer EIN450677056
Plan Effective Date2001-10-24
Filing StatusFILING 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
$6M$6.5M$7M$7.5M 202220232024 $6.16M $7.28M ▲ +18.2%
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.

Real Estate Commission Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000200000 -20020406080 Total assets ($B) Participants Real Estate Commission Retirement Savings Plan, Total assets ($B): 0.006953418 · Participants: 145895Real Estate Commission Retirement Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Real Estate Commission Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants

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).

Similar participant headcount

Nearest other-state filings by covered participants (145,895 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 Real Estate Commission Retirement Savings Plan assets move in 2023?
Real Estate Commission Retirement Savings Plan grew at a solid clip - up 12.8% during 2023, from $6M to $7M. Reported net income was $789K.
How have The Burke Group of Rochester, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Burke Group of Rochester, Inc.'s sponsor-wide assets grew 18.1%, from $6M to $7M.
Which 401(k) plans are similar in size to Real Estate Commission Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Provenza Floors, Inc., 401(k) Profit Sharing Plan in CA ($7M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Real Estate Commission Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Teamsters-National 401(k) Savings Plan in PA (155,329 participants, $1.4B in assets).