401(k) · DOL Form 5500 · 2023

Burk Royalty Co., Ltd. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
262
Participants Below avg headcount
74th
Percentile by assets National rank
$83,273
Avg per participant Below avg balance/head
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Official DOL plan name: Burk Royalty Co.,Ltd 401(k) Plan · Sponsored by Burk Royalty Co., Ltd. · Texas · Mining & Oil Extraction

$22M in assets, 262 participants

Burk Royalty Co., Ltd.'s Burk Royalty Co.,Ltd 401(k) Plan reported $22M in total assets and 262 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #459 in Mining & Oil Extraction (811 peers)

Coverage in Texas

Burk Royalty Co.,Ltd 401(k) Plan covers 262 participants in Texas, about 38% of the average Texas filer (state average ~688 per filing). Assets: $22M.

#459
in Mining & Oil Extraction (811 peers)
+6.1%
assets growth YoY

Burk Royalty Co.,Ltd 401(k) Plan's outsized position by total assets

Burk Royalty Co.,Ltd 401(k) Plan vs every filed plan by assets

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

$21,817,554 Top 26% higher than 74% 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

Burk Royalty Co.,Ltd 401(k) 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. Burk Royalty Co.,Ltd 401(k) Plan sits mid-pack in the medium band (262 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Burk Royalty Co.,Ltd 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Burk Royalty Co.,Ltd 401(k) Plan reported participants rose from 111 in the plan year 2022 filing to 262 in the plan year 2023 filing.
  • Burk Royalty Co.,Ltd 401(k) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 750938264 · Burk Royalty Co., Ltd. PY 2023 · 401(k)

Burk Royalty Co.,Ltd 401(k) Plan · $22M · 262 · 74th

  • EIN $22M
  • RANK 262
  • PHOTO 74th
  • IND 401(k)
  • EOY near Metal One America, Inc. and Nifast Corporation 401(k) Plan
  • 5500 ind #459

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 Mining & Oil Extraction retirement plans → · Plans in Texas →

Burk Royalty Co.,Ltd 401(k) Plan in the asset neighbourhood

Burk Royalty Co.,Ltd 401(k) PlanBurk Royalty Co.,Ltd 401(k) …$22MMetal One America, Inc. and Nifast Corporation 401(k) PlanMetal One America, Inc. and …$22MPie Insurance 401(k) Plan$22MDefoe Corp. 401(k) Employee Savings PlanDefoe Corp. 401(k) Employee …$22MCalifornia Casualty Savings Investment Plan for Hourly EmployeesCalifornia Casualty Savings …$22M
End-of-year total assets ($M) among Burk Royalty Co.,Ltd 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$22M
Net Income$1M
Employer EIN750938264
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burk Royalty Co., Ltd.)

Sponsor-wide plan assets over time

All Burk Royalty Co., Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 14.249493598567442% vs 2022
2024 filing year
$20M$21M$22M$23M$24M 202220232024 $20.6M $23.5M ▲ +14.3%
Year Plans Participants Total Assets
2022 1 111 $21M
2023 1 262 $22M
2024 1 294 $23M

Nearby 401(k) Plans in Texas

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

Burk Royalty Co.,Ltd 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Burk Royalty Co.,Ltd 401(k) Plan, Total assets ($B): 0.021817554 · Participants: 262Burk Royalty Co.,Ltd 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Burk Royalty Co.,Ltd 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Burk Royalty Co.,Ltd 401(k) Plan side-by-side with 3 peers →

Burk Royalty Co.,Ltd 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Metal One America, Inc. and Nifast Corporation 401(k) Plan in IL ($22M); by covered participants it is Somerset Cpas, P.C. Profit Sharing and 401(k) Savings Plan in IN (262 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (262 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 Burk Royalty Co.,Ltd 401(k) Plan assets move in 2023? ▼
Burk Royalty Co.,Ltd 401(k) Plan grew at a solid clip - up 6.1% during 2023, from $21M to $22M. Reported net income was $1M.
How have Burk Royalty Co., Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burk Royalty Co., Ltd.'s sponsor-wide assets grew 14.2%, from $21M to $23M.
Which 401(k) plans are similar in size to Burk Royalty Co.,Ltd 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Metal One America, Inc. and Nifast Corporation 401(k) Plan in IL ($22M, 152 participants).
Which 401(k) plans cover a similar participant headcount to Burk Royalty Co.,Ltd 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Somerset Cpas, P.C. Profit Sharing and 401(k) Savings Plan in IN (262 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 750938264.

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.