401(k) · DOL Form 5500 · 2024

The Burke Group, Ltd. 401(k) Plan

Data updated 2026-08-11

$138M
Total assets
442
Participants
92nd
Percentile by assets
$312,400
Avg per participant
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Official DOL plan name: The Burke Group 401(k) Profit Sharing Plan · Sponsored by The Burke Group, Ltd. · Illinois · Professional & Technical Services

$138M in assets, 442 participants

The Burke Group, Ltd.'s The Burke Group 401(k) Profit Sharing Plan reported $138M in total assets and 442 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 123,622 plans)
  • #18,884 in Professional & Technical Services (20,173 peers)

Where The Burke Group 401(k) Profit Sharing Plan sits by assets

The Burke Group 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $138M for 442 participants (~$312,400/participant), up 17.6% in 2024.

$138M
total plan assets (2024 EOY)
442
covered participants
92nd
percentile by assets (of 123,622 plans)
$312,400
avg assets per participant

Where The Burke Group 401(k) Profit Sharing Plan sits by total assets

The Burke Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$138,080,880 Top 8% higher than 92% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Burke Group 401(k) Profit Sharing Plan end-of-year assets rose from $117M in the plan year 2023 filing to $138M in the plan year 2024 filing.
  • The Burke Group 401(k) Profit Sharing Plan reported net income rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • The Burke Group 401(k) Profit Sharing Plan reported participants rose from 428 in the plan year 2023 filing to 442 in the plan year 2024 filing.

See the national 2023→2024 release diff →

The Burke Group 401(k) Profit Sharing Plan vs the 2024 asset distribution

By assets, The Burke Group 401(k) Profit Sharing Plan outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$117M
Net Assets (End of Year)$138M
Net Income$21M
Employer EIN363747083
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Burke Group, Ltd.)

$80M$100M$120M$140M$160M 202220232024 $98.9M $138M ▲ +39.6%
Total plan assets by year, all The Burke Group, Ltd. plans on file
Year Plans Participants Total Assets
2022 1 412 $99M
2023 1 428 $117M
2024 1 442 $138M

Nearby 401(k) Plans in Illinois

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

The Burke Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants The Burke Group 401(…, Total assets ($B): 0.13808088 · Participants: 442The Burke Group 401(…Accenture United Sta…, Total assets ($B): 21.302643276 · Participants: 66965Accenture United Sta…State Farm 401(k) Sa…, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Sa…United Airlines Pilo…, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilo…Abbott Laboratories …, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories …Walgreens Retirement…, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement…
The Burke Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Burke Group 401(k) Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did The Burke Group 401(k) Profit Sharing Plan assets move in 2024?
The Burke Group 401(k) Profit Sharing Plan grew sharply - up 17.6% during 2024, from $117M to $138M. Reported net income was $21M.
How have The Burke Group, Ltd. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Burke Group, Ltd.'s sponsor-wide assets grew 39.6%, from $99M to $138M.
Where does The Burke Group 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
The Burke Group 401(k) Profit Sharing Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Burke Group 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is University Orthopedics, Inc. 401(k) Plan in RI ($138M, 656 participants).

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