ESOP · DOL Form 5500 · 2023

Burke, Inc. ESOP

Data updated 2026-08-25

$128M
Total assets Near avg plan size
346
Participants Below avg headcount
93rd
Percentile by assets National rank
$371,002
Avg per participant High balance/head
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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.

  • #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.

#19,105
in Professional & Technical Services (20,321 peers)
+2.8%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Burke, Inc. Employee Stock Ownership Plan's outsized position by total assets

Burke, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$128,366,680 Top 7% higher than 93% 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. Employee Stock Ownership 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. Employee Stock Ownership Plan sits mid-pack in the medium band (346 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 311271870 · Burke, Inc. PY 2023 · ESOP

Burke, Inc. Employee Stock Ownership Plan · $128M · 346 · 93rd

  • NET $128M
  • BOOK 346
  • VS-ST 93rd
  • BOY ESOP
  • SCH near Roberts Hawaii, Inc. Employee Stock Ownership Plan
  • EBSA ind #19105

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 What is an ESOP? → · Plans in Ohio →

Burke, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Shine516, Inc. Employee Stock Ownership PlanShine516, Inc. Employee Stoc…$129MBurke, Inc. Employee Stock Ownership PlanBurke, Inc. Employee Stock O…$128MRoberts Hawaii, Inc. Employee Stock Ownership PlanRoberts Hawaii, Inc. Employe…$128MGpf Life and Health Benefits Co. Employee Stock Ownership PlanGpf Life and Health Benefits…$128MEmployee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and SubEmployee Stock Ownership Pla…$127M
End-of-year total assets ($M) among Burke, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$125M
Net Assets (End of Year)$128M
Net Income$5M
Employer EIN311271870
Plan Effective Date2004-01-01
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 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 Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Burke, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.12836668 · Participants: 346Burke, Inc. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Burke, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Burke, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Burke, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Roberts Hawaii, Inc. Employee Stock Ownership Plan in HI ($128M); by covered participants it is Minnwest Corporation Employee Stock Ownership Plan in MN (346 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (346 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. Employee Stock Ownership Plan assets move in 2023? ▼
Burke, Inc. Employee Stock Ownership Plan edged up modestly - up 2.8% during 2023, from $125M to $128M. Reported net income was $5M.
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. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Burke, Inc. Employee Stock Ownership Plan ranks in the 93rd 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 ESOP plans are similar in size to Burke, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Roberts Hawaii, Inc. Employee Stock Ownership Plan in HI ($128M, 1,144 participants).
Which ESOP plans cover a similar participant headcount to Burke, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Minnwest Corporation Employee Stock Ownership Plan in MN (346 participants, $4M 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.