401(k) · DOL Form 5500 · 2024
Burke Beverage, Inc. 401(k) Plan
Data updated 2026-08-11
- $16M
- Total assets
- 64
- Participants
- 66th
- Percentile by assets
- $257,208
- Avg per participant
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.
- 66th percentile by assets (of 123,622 plans)
- #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.
- $16M
- total plan assets (2024 EOY)
- 64
- covered participants
- 66th
- percentile by assets (of 123,622 plans)
- $257,208
- avg assets per participant
Where Burke Beverage, Inc. 401(k) Plan sits by total assets
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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
2024 asset move for Burke Beverage, Inc. 401(k) Plan
Year over year, total assets grew at a solid clip from $15M at the start of 2024 to $16M at year-end (up 12.7%). Net assets closed at $16M; reported net income $2M.
Burke Beverage, Inc. years around the 2024 move
| 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.
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Burke Beverage, Inc. 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Burke Beverage, Inc. 401(k) Plan assets move in 2024? ▼
How have Burke Beverage, Inc. plan assets changed over time? ▼
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Next read for Burke Beverage, Inc. 401(k) Plan
2024 change
Ways to act on Burke Beverage, Inc. 401(k) Plan's numbers.
- By total assets, Burke Beverage, Inc. 401(k) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Burke Beverage, Inc.'s sponsor-wide assets have declined 8.0% since 2022 across 3 plan years on file. More Wholesale Trade plans