401(k) · DOL Form 5500 · 2023
Burke, Warren, Mackay & Serritella, P.C. 401(k) Plan
Data updated 2026-08-25
- $79M
- Total assets Below avg plan size
- 89
- Participants Small participant base
- 90th
- Percentile by assets National rank
- $888,897
- Avg per participant High balance/head
Official DOL plan name: Burke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and Trust · Sponsored by Burke, Warren, Mackay & Serritella, P.C. · Illinois · Professional & Technical Services
$79M in assets, 89 participants
Burke, Warren, Mackay & Serritella, P.C.'s Burke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and Trust reported $79M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #18,459 in Professional & Technical Services (20,321 peers)
Where Burke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and Trust sits by assets
Burke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and Trust sits in the top 10% of all filed plans by assets, $79M for 89 participants (~$888,897/participant), up 18.7% in 2023.
- #18,459
- in Professional & Technical Services (20,321 peers)
- +18.7%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Burke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and Trust's outsized position by total assets
Burke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$79,111,834 Top 10% higher than 90% 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
Burke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and Trust is a small filing (89 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Burke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and Trust reported net income rose from -$13M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Burke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and Trust end-of-year assets rose from $67M in the plan year 2022 filing to $79M in the plan year 2023 filing.
- Burke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and Trust reported participants fell from 94 in the plan year 2022 filing to 89 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 363815082 · Burke, Warren, Mackay & Serritella, P.C. PY 2023 · 401(k)
Burke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and Trust · $79M · 89 · 90th
- NET $79M
- NET 89
- NET 90th
- NET 401(k)
- NET near Williston Financial Group LLC 401(k) Plan
- NET ind #18459
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 Illinois →
Burke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $67M |
|---|---|
| Net Assets (End of Year) | $79M |
| Net Income | $12M |
| Employer EIN | 363815082 |
| Plan Effective Date | 1992-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Burke, Warren, Mackay & Serritella, P.C.)
Sponsor-wide plan assets over time
All Burke, Warren, Mackay & Serritella, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $91M 36.726258037863964% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 94 | $67M |
| 2023 | 1 | 89 | $79M |
| 2024 | 1 | 93 | $91M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Burke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Williston Financial Group LLC 401(k) Plan in OR ($79M); by covered participants it is Cross Country 401(k) Plan in TX (89 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($79M here).
- Williston Financial Group LLC 401(k) Plan (OR) $79M · 1,175
- Americhem, Inc. Employee Retirement Savings Plan (OH) $79M · 592
- Greenspoon Marder 401(k) Plan (FL) $79M · 670
- Weaver Employee 401(k) Plan (IN) $79M · 961
Similar participant headcount
Nearest other-state filings by covered participants (89 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.