401(k) · DOL Form 5500 · 2024
Burr Oak Tool Inc. 401(k) Plan
Data updated 2026-08-25
- $73M
- Total assets Below avg plan size
- 353
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $207,652
- Avg per participant Above avg balance/head
Official DOL plan name: Burr Oak Tool Inc. Employees' Profit Sharing Plan · Sponsored by Burr Oak Tool Inc. · Michigan · Manufacturing
$73M in assets, 353 participants
Burr Oak Tool Inc.'s Burr Oak Tool Inc. Employees' Profit Sharing Plan reported $73M in total assets and 353 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #14,661 in Manufacturing (17,777 peers)
Where Burr Oak Tool Inc. Employees' Profit Sharing Plan sits by assets
Burr Oak Tool Inc. Employees' Profit Sharing Plan sits in the top quartile of all filed plans by assets, $73M for 353 participants (~$207,652/participant), up 4.8% in 2024.
- #14,661
- in Manufacturing (17,777 peers)
- +4.8%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Burr Oak Tool Inc. Employees' Profit Sharing Plan's outsized position by total assets
Burr Oak Tool Inc. Employees' Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$73,301,135 Top 12% higher than 88% 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
Burr Oak Tool Inc. Employees' 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. Burr Oak Tool Inc. Employees' Profit Sharing Plan sits mid-pack in the medium band (353 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Burr Oak Tool Inc. Employees' Profit Sharing Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Burr Oak Tool Inc. Employees' Profit Sharing Plan end-of-year assets rose from $70M in the plan year 2023 filing to $73M in the plan year 2024 filing.
- Burr Oak Tool Inc. Employees' Profit Sharing Plan reported participants rose from 339 in the plan year 2023 filing to 353 in the plan year 2024 filing.
DOL schedule card
Filing strip 381218471 · Burr Oak Tool Inc. PY 2024 · 401(k)
Burr Oak Tool Inc. Employees' Profit Sharing Plan · $73M · 353 · 88th
- PART $73M
- TYPE 353
- NET 88th
- BOOK 401(k)
- VS-ST near Mannkind Corporation 401(k) Plan
- BOY ind #14661
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 Manufacturing retirement plans → · Plans in Michigan →
Burr Oak Tool Inc. Employees' Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $70M |
|---|---|
| Net Assets (End of Year) | $73M |
| Net Income | $3M |
| Employer EIN | 381218471 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Burr Oak Tool Inc.)
Sponsor-wide plan assets over time
All Burr Oak Tool Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $73M 13.193678689569197% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 343 | $65M |
| 2023 | 1 | 339 | $70M |
| 2024 | 1 | 353 | $73M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
Burr Oak Tool Inc. Employees' Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Mannkind Corporation 401(k) Plan in CA ($73M); by covered participants it is Extraco Corporation Retirement Plan in TX (353 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($73M here).
- Mannkind Corporation 401(k) Plan (CA) $73M · 416
- The Center for Discovery Retirement Plan (NY) $73M · 1,591
- Avon Personal Savings Account Plan (NY) $73M · 92
- Bowles Rice 401(k) Profit Sharing Plan (WV) $73M · 184
Similar participant headcount
Nearest other-state filings by covered participants (353 participants); asset peers above are excluded.
- Extraco Corporation Retirement Plan (TX) 353 · 0 off
- Cascade Financial Services 401(k) Plan (AZ) 353 · 0 off
- Paulo Products Company 401(k) Plan (MO) 353 · 0 off
- Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan (AZ) 353 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.