401(k) · DOL Form 5500 · 2024

Burke Distributing Co. LLC 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
162
Participants Small participant base
80th
Percentile by assets National rank
$216,489
Avg per participant Above avg balance/head
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Official DOL plan name: Burke Distributing Corporation 401(k) Profit Sharing Plan · Sponsored by Burke Distributing Co. LLC · Massachusetts · Wholesale Trade

$35M in assets, 162 participants

Burke Distributing Co. LLC's Burke Distributing Corporation 401(k) Profit Sharing Plan reported $35M in total assets and 162 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #4,815 in Wholesale Trade (6,080 peers)

Coverage in Massachusetts

Burke Distributing Corporation 401(k) Profit Sharing Plan covers 162 participants in Massachusetts, about 25% of the average Massachusetts filer (state average ~659 per filing). Assets: $35M.

#4,815
in Wholesale Trade (6,080 peers)
+12.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Burke Distributing Corporation 401(k) Profit Sharing Plan's outsized position by total assets

Burke Distributing Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

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

$35,071,186 Top 20% higher than 80% of 123,620 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 2024

Burke Distributing Corporation 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burke Distributing Corporation 401(k) Profit Sharing Plan sits mid-pack in the medium band (162 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Burke Distributing Corporation 401(k) Profit Sharing Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Burke Distributing Corporation 401(k) Profit Sharing Plan end-of-year assets rose from $31M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Burke Distributing Corporation 401(k) Profit Sharing Plan reported participants rose from 146 in the plan year 2023 filing to 162 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 042646090 · Burke Distributing Co. LLC PY 2024 · 401(k)

Burke Distributing Corporation 401(k) Profit Sharing Plan · $35M · 162 · 80th

  • PCT $35M
  • EIN 162
  • RANK 80th
  • PHOTO 401(k)
  • IND near The Hiebing Group, Inc. Retirement Savings and Profit Sharing Trust
  • EOY ind #4815

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 Massachusetts →

Burke Distributing Corporation 401(k) Profit Sharing Plan in the asset neighbourhood

Burke Distributing Corporation 401(k) Profit Sharing PlanBurke Distributing Corporati…$35MThe Hiebing Group, Inc. Retirement Savings and Profit Sharing TrustThe Hiebing Group, Inc. Reti…$35MBank Forward 401(k) Plan and TrustBank Forward 401(k) Plan and…$35MThe Jaco 401(k) Retirement PlanThe Jaco 401(k) Retirement P…$35MKikkoman Sales USA, Inc. 401(k) Sav Plus PlanKikkoman Sales USA, Inc. 401…$35M
End-of-year total assets ($M) among Burke Distributing Corporation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$35M
Net Income$4M
Employer EIN042646090
Plan Effective Date1978-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burke Distributing Co. LLC)

Sponsor-wide plan assets over time

All Burke Distributing Co. LLC plans reported in each filing year

Latest sponsor-wide plan assets
$35M 33.19388515285143% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.3M $35.1M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 135 $26M
2023 1 146 $31M
2024 1 162 $35M

Nearby 401(k) Plans in Massachusetts

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

Burke Distributing Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Burke Distributing Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.035071186 · Participants: 162Burke Distributing Corporation 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Burke Distributing Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Burke Distributing Corporation 401(k) Profit Sharing Plan side-by-side with 3 peers →

Burke Distributing Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is The Hiebing Group, Inc. Retirement Savings and Profit Sharing Trust in WI ($35M); by covered participants it is Central Ohio Urology Group, Inc. 401(k) Profit Sharing Plan in OH (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 participants); asset peers above are excluded.

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 Distributing Corporation 401(k) Profit Sharing Plan assets move in 2024? ▼
Burke Distributing Corporation 401(k) Profit Sharing Plan grew at a solid clip - up 12.6% during 2024, from $31M to $35M. Reported net income was $4M.
How have Burke Distributing Co. LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burke Distributing Co. LLC's sponsor-wide assets grew 33.2%, from $26M to $35M.
Where does Burke Distributing Corporation 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Burke Distributing Corporation 401(k) Profit Sharing Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Burke Distributing Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Hiebing Group, Inc. Retirement Savings and Profit Sharing Trust in WI ($35M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Burke Distributing Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Central Ohio Urology Group, Inc. 401(k) Profit Sharing Plan in OH (162 participants, N/A 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 042646090.

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.