401(k) · DOL Form 5500 · 2023

Burke, Inc. 401(k) Plan

Data updated 2026-08-25

$105M
Total assets Near avg plan size
339
Participants Below avg headcount
92nd
Percentile by assets National rank
$311,044
Avg per participant High balance/head
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Official DOL plan name: Burke, Inc. Profit Sharing and Pay Deferral Savings Plan · Sponsored by Burke, Inc. · Ohio · Professional & Technical Services

$105M in assets, 339 participants

Burke, Inc.'s Burke, Inc. Profit Sharing and Pay Deferral Savings Plan reported $105M in total assets and 339 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,850 in Professional & Technical Services (20,321 peers)

Coverage in Ohio

Burke, Inc. Profit Sharing and Pay Deferral Savings Plan covers 339 participants in Ohio, about 44% of the average Ohio filer (state average ~765 per filing). Assets: $105M.

#18,850
in Professional & Technical Services (20,321 peers)
+17.4%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Burke, Inc. Profit Sharing and Pay Deferral Savings Plan's outsized position by total assets

Burke, Inc. Profit Sharing and Pay Deferral Savings Plan vs every filed plan by assets

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

$105,443,822 Top 8% higher than 92% 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

Burke, Inc. Profit Sharing and Pay Deferral Savings 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. Burke, Inc. Profit Sharing and Pay Deferral Savings Plan sits mid-pack in the medium band (339 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Burke, Inc. Profit Sharing and Pay Deferral Savings Plan reported net income rose from -$24M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Burke, Inc. Profit Sharing and Pay Deferral Savings Plan end-of-year assets rose from $90M in the plan year 2022 filing to $105M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 311271870 · Burke, Inc. PY 2023 · 401(k)

Burke, Inc. Profit Sharing and Pay Deferral Savings Plan · $105M · 339 · 92nd

  • RANK $105M
  • PHOTO 339
  • IND 92nd
  • EOY 401(k)
  • 5500 near Carrington 401(k) Plan
  • ASSETS ind #18850

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Burke, Inc. Profit Sharing and Pay Deferral Savings Plan in the asset neighbourhood

Unity Healthcare 401(k) Profit Sharing PlanUnity Healthcare 401(k) Prof…$105MAmbac Financial Group, Inc. Savings Incentive PlanAmbac Financial Group, Inc. …$105MBurke, Inc. Profit Sharing and Pay Deferral Savings PlanBurke, Inc. Profit Sharing a…$105MCarrington 401(k) Plan$105MWhiteford, Taylor & Preston LLP Partners & Staff 401(k) Savings PlanWhiteford, Taylor & Preston …$105M
End-of-year total assets ($M) among Burke, Inc. Profit Sharing and Pay Deferral Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$105M
Net Income$16M
Employer EIN311271870
Plan Effective Date1989-07-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Burke, Inc.)

Sponsor-wide plan assets over time

All Burke, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$240M 11.7780502459823% vs 2022
2024 filing year
$210M$220M$230M$240M$250M 202220232024 $215M $240M ▲ +11.8%
Year Plans Participants Total Assets
2022 2 765 $215M
2023 2 685 $234M
2024 2 654 $240M

Nearby 401(k) Plans in Ohio

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

Burke, Inc. Profit Sharing and Pay Deferral Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Burke, Inc. Profit Sharing and Pay Deferral Savings Plan, Total assets ($B): 0.105443822 · Participants: 339Burke, Inc. Profit Sharing and Pay Deferral Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Burke, Inc. Profit Sharing and Pay Deferral Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Burke, Inc. Profit Sharing and Pay Deferral Savings Plan side-by-side with 3 peers →

Burke, Inc. Profit Sharing and Pay Deferral Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Carrington 401(k) Plan in CA ($105M); by covered participants it is Simply Storage Management , LLC 401(k) Plan in FL (339 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (339 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 Burke, Inc. Profit Sharing and Pay Deferral Savings Plan assets move in 2023? ▼
Burke, Inc. Profit Sharing and Pay Deferral Savings Plan grew sharply - up 17.4% during 2023, from $90M to $105M. Reported net income was $16M.
How have Burke, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burke, Inc.'s sponsor-wide assets grew 11.8%, from $215M to $240M.
Where does Burke, Inc. Profit Sharing and Pay Deferral Savings Plan rank by assets among Form 5500 filers? ▼
Burke, Inc. Profit Sharing and Pay Deferral Savings Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Burke, Inc. Profit Sharing and Pay Deferral Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carrington 401(k) Plan in CA ($105M, 2,765 participants).
Which 401(k) plans cover a similar participant headcount to Burke, Inc. Profit Sharing and Pay Deferral Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Simply Storage Management , LLC 401(k) Plan in FL (339 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 311271870.

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.