ESOP · DOL Form 5500 · 2023
Burke, Inc. ESOP
Data updated 2026-08-11
- $128M
- Total assets
- 346
- Participants
- 93rd
- Percentile by assets
- $371,002
- Avg per participant
Official DOL plan name: Burke, Inc. Employee Stock Ownership Plan · Sponsored by Burke, Inc. · Ohio · Professional & Technical Services
$128M in assets, 346 participants
Burke, Inc.'s Burke, Inc. Employee Stock Ownership Plan reported $128M in total assets and 346 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 127,072 plans)
- #19,105 in Professional & Technical Services (20,321 peers)
Coverage in Ohio
Burke, Inc. Employee Stock Ownership Plan covers 346 participants in Ohio, about 45% of the average Ohio filer (state average ~765 per filing). Assets: $128M.
- $128M
- total plan assets (2023 EOY)
- 346
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $371,002
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Burke, Inc. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Burke, Inc. Employee Stock Ownership Plan reported participants fell from 427 in the plan year 2022 filing to 346 in the plan year 2023 filing.
- Burke, Inc. Employee Stock Ownership Plan end-of-year assets rose from $125M in the plan year 2022 filing to $128M in the plan year 2023 filing.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Burke, Inc. Employee Stock Ownership Plan reports 346 participants - about 45% of that state average ($128M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $125M |
|---|---|
| Net Assets (End of Year) | $128M |
| Net Income | $5M |
| Employer EIN | 311271870 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Burke, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 765 | $215M |
| 2023 | 2 | 685 | $234M |
| 2024 | 2 | 654 | $240M |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
Burke, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $23.1B · 32,152
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $1.7B · 1,019
- Messer Inc. Employee Stock Ownership Plan $622M · 873
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $504M · 4,110
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $452M · 434
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Burke, Inc. Employee Stock Ownership Plan by total assets, not by location.
- Roberts Hawaii, Inc. Employee Stock Ownership Plan (HI) $128M · 1,144
- Gpf Life and Health Benefits Co. Employee Stock Ownership Plan (HI) $128M · 102
- Shine516, Inc. Employee Stock Ownership Plan (FL) $129M · 180
- Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub (AL) $127M · 909
Frequently Asked Questions
How did Burke, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
How have Burke, Inc. plan assets changed over time? ▼
Where does Burke, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Burke, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Burke, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
- Burke, Inc.'s sponsor-wide assets have grown 11.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans