401(k) · DOL Form 5500 · 2024

Burke Beverage, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets: 64
Participants Small participant base: 66th
Percentile by assets National rank: $257,208
Avg per participant Above avg balance/head

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Official DOL plan name: Burke Beverage, Inc. 401(k) Plan · Sponsored by Burke Beverage, Inc. · Illinois · Wholesale Trade

$16M in assets, 64 participants

Burke Beverage, Inc.'s Burke Beverage, Inc. 401(k) Plan reported $16M in total assets and 64 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

#3,666 in Wholesale Trade (6,080 peers)

2024 asset change

Burke Beverage, Inc. 401(k) Plan grew at a solid clip 12.7% in 2024 ($15M → $16M) for 64 participants.

#3,666
in Wholesale Trade (6,080 peers): +12.7%
assets growth YoY

Burke Beverage, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Burke Beverage, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$16,461,324 Top 34% higher than 66% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Burke Beverage, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burke Beverage, Inc. 401(k) Plan is a small filing (64 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Burke Beverage, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Burke Beverage, Inc. 401(k) Plan reported participants fell from 161 in the plan year 2023 filing to 64 in the plan year 2024 filing.
Burke Beverage, Inc. 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 363047221 · Burke Beverage, Inc. PY 2024 · 401(k)

Burke Beverage, Inc. 401(k) Plan · $16M · 64 · 66th

BOOK $16M
VS-ST 64
BOY 66th
SCH 401(k)
EBSA near Shine Bros. Corp. Profit Sharing 401(k) Plan
PART ind #3666

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 Wholesale Trade retirement plans → · Plans in Illinois →

End-of-year total assets ($M) among Burke Beverage, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Burke Beverage, Inc. years around the 2024 move

Latest sponsor-wide plan assets: $16M 7.97226487029857% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	157	$18M
2023	1	161	$15M
2024	1	64	$16M

2024 asset-move particulars

Total Assets (Beginning of Year)	$15M
Net Assets (End of Year)	$16M
Net Income	$2M
Employer EIN	363047221
Plan Effective Date	1982-11-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Burke Beverage, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
State Farm 401(k) Savings Plan $19.0B · 63,297
United Airlines Pilot Retirement Account Plan $16.8B · 16,659
Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
Walgreens Retirement Savings Plan $14.5B · 233,635

Compare Burke Beverage, Inc. 401(k) Plan side-by-side with 3 peers →

Burke Beverage, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Shine Bros. Corp. Profit Sharing 401(k) Plan in IA ($16M); by covered participants it is Kwik Goal Ltd. 401(k) Plan in PA (64 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Shine Bros. Corp. Profit Sharing 401(k) Plan (IA) $16M · 120
Arca 401(k) Plan (NM) $16M · 537
Webpagefx, LLC 401(k) Plan (PA) $16M · 433
Craneveyor Corp 401(k) Profit Sharing Plan (CA) $16M · 93

Similar participant headcount

Nearest other-state filings by covered participants (64 participants); asset peers above are excluded.

Kwik Goal Ltd. 401(k) Plan (PA) 64 · 0 off
Sandusky International Inc. Profit Sharing and 401(k) Retirement Plan (OH) 64 · 0 off
Lex Brodie's Tire Co. 401(k) Plan (HI) 64 · 0 off
Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust (OR) 64 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Burke Beverage, Inc. 401(k) Plan assets move in 2024? ▼

Burke Beverage, Inc. 401(k) Plan grew at a solid clip - up 12.7% during 2024, from $15M to $16M. Reported net income was $2M.

How have Burke Beverage, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Burke Beverage, Inc.'s sponsor-wide assets declined 8.0%, from $18M to $16M.

Which 401(k) plans are similar in size to Burke Beverage, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Shine Bros. Corp. Profit Sharing 401(k) Plan in IA ($16M, 120 participants).

Which 401(k) plans cover a similar participant headcount to Burke Beverage, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Kwik Goal Ltd. 401(k) Plan in PA (64 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 363047221.