Profit Sharing · DOL Form 5500 · 2024

Burke, Rosen & Associates Business Research & Econometrics Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
36th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Profit-Sharing Plan of Business Research & Econometrics, Inc. · Sponsored by Burke, Rosen & Associates Business Research & Econometrics · Ohio · Professional & Technical Services

$3M in assets, 3 participants

Burke, Rosen & Associates Business Research & Econometrics's Profit-Sharing Plan of Business Research & Econometrics, Inc. reported $3M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,533 in Professional & Technical Services (20,173 peers)

Burke, Rosen & Associates Business Research & Econometrics multi-year trail

Burke, Rosen & Associates Business Research & Econometrics's plans moved +42.4% in assets from 2022 to 2024; this filing shows Profit-Sharing Plan of Business Research & Econometrics, Inc. at $3M / 3 participants.

#6,533
in Professional & Technical Services (20,173 peers)
+17.4%
assets growth YoY

Profit-Sharing Plan of Business Research & Econometrics, Inc.'s mid-pack asset rank among Professional & Technical Services and all filers

Profit-Sharing Plan of Business Research & Econometrics, Inc. vs every filed plan by assets

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

$3,370,463 36th percentile higher than 36% 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

Profit-Sharing Plan of Business Research & Econometrics, Inc. among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Profit-Sharing Plan of Business Research & Econometrics, Inc. is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Profit-Sharing Plan of Business Research & Econometrics, Inc. end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 341124188 · Burke, Rosen & Associates Business Research & Econometrics PY 2024 · Profit Sharing

Profit-Sharing Plan of Business Research & Econometrics, Inc. · $3M · 3 · 36th

  • IND $3M
  • IND 3
  • IND 36th
  • IND Profit Sharing
  • IND near Intercambio Express, Inc. Retirement Plan
  • IND ind #6533

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Profit-Sharing Plan of Business Research & Econometrics, Inc. in the asset neighbourhood

Profit-Sharing Plan of Business Research & Econometrics, Inc.Profit-Sharing Plan of Busin…$3MIntercambio Express, Inc. Retirement PlanIntercambio Express, Inc. Re…$3MSpectrum Community Services 403(b) PlanSpectrum Community Services …$3MJefrey R a Fishman, Md, PC Profit Sharing PlanJefrey R a Fishman, Md, PC P…$3MOscar a. Hernandez Lopez Retirment PlanOscar a. Hernandez Lopez Ret…$3M
End-of-year total assets ($M) among Profit-Sharing Plan of Business Research & Econometrics, Inc. and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Burke, Rosen & Associates Business Research & Econometrics multi-year asset trail

Sponsor-wide plan assets over time

All Burke, Rosen & Associates Business Research & Econometrics plans reported in each filing year

Latest sponsor-wide plan assets
$3M 42.39381394431181% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.37M $3.37M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $3M
2024 1 3 $3M

Burke, Rosen & Associates Business Research & Econometrics filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$500K
Employer EIN341124188
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Profit-Sharing Plan of Business Research & Econometrics, Inc. vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Profit-Sharing Plan of Business Research & Econometrics, Inc., Total assets ($B): 0.003370463 · Participants: 3Profit-Sharing Plan of Business Research & Econometrics, Inc.Cleveland Clinic Investment Pension Plan, Total assets ($B): 1.771113936 · Participants: 51751Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.544315052 · Participants: 6062Masterbrand, Inc. Retirement Savings PlanWorthington Steel, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.523297754 · Participants: 2500Worthington Steel, Inc. 401(k) Retirement Savings PlanThe Employer Retirement Savings Plan - Premier Health Partners, Total assets ($B): 0.24382437 · Participants: 12736The Employer Retirement Savings Plan - Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.21367125 · Participants: 960Three Rivers Annuity Fund
Profit-Sharing Plan of Business Research & Econometrics, Inc. vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Profit-Sharing Plan of Business Research & Econometrics, Inc. side-by-side with 3 peers →

Profit-Sharing Plan of Business Research & Econometrics, Inc.'s out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Intercambio Express, Inc. Retirement Plan in IN ($3M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Profit-Sharing Plan of Business Research & Econometrics, Inc. assets move in 2024? ▼
Profit-Sharing Plan of Business Research & Econometrics, Inc. grew sharply - up 17.4% during 2024, from $3M to $3M. Reported net income was $500K.
How have Burke, Rosen & Associates Business Research & Econometrics plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burke, Rosen & Associates Business Research & Econometrics's sponsor-wide assets grew 42.4%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Profit-Sharing Plan of Business Research & Econometrics, Inc.? ▼
Among Profit Sharing plans in other states, the closest by assets is Intercambio Express, Inc. Retirement Plan in IN ($3M, 157 participants).
Which Profit Sharing plans cover a similar participant headcount to Profit-Sharing Plan of Business Research & Econometrics, Inc.? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K 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 341124188.

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.