401(k) · DOL Form 5500 · 2024

The Burke Group, Ltd. 401(k) Plan

Data updated 2026-08-25

$138M
Total assets Near avg plan size
442
Participants Below avg headcount
92nd
Percentile by assets National rank
$312,400
Avg per participant High balance/head
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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.

  • #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.

#18,884
in Professional & Technical Services (20,173 peers)
+17.6%
assets growth YoY
1.4×
vs typical plan assets (national mean)

The Burke Group 401(k) Profit Sharing Plan's outsized position 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 $2,050,000,000 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

The Burke Group 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. The Burke Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (442 participants).

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 →

DOL schedule card

Filing strip 363747083 · The Burke Group, Ltd. PY 2024 · 401(k)

The Burke Group 401(k) Profit Sharing Plan · $138M · 442 · 92nd

  • PCT $138M
  • PCT 442
  • PCT 92nd
  • PCT 401(k)
  • PCT near University Orthopedics, Inc. 401(k) Plan
  • PCT ind #18884

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 Illinois →

The Burke Group 401(k) Profit Sharing Plan in the asset neighbourhood

Dhl Global Mail 401(k) Plan$138MFlatiron Health, Inc. Retirement TrustFlatiron Health, Inc. Retire…$138MThe Burke Group 401(k) Profit Sharing PlanThe Burke Group 401(k) Profi…$138MUniversity Orthopedics, Inc. 401(k) PlanUniversity Orthopedics, Inc.…$138MPierce Atwood LLP 401(k) Plan$138M
End-of-year total assets ($M) among The Burke Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All The Burke Group, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$138M 39.56320028911877% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $98.9M $138M ▲ +39.6%
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 ($B) Participants The Burke Group 401(k) Profit Sharing Plan, Total assets ($B): 0.13808088 · Participants: 442The Burke Group 401(k) Profit Sharing PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
The Burke Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare The Burke Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is University Orthopedics, Inc. 401(k) Plan in RI ($138M); by covered participants it is The Fort Miller Group Incentive Savings Plan in NY (442 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($138M here).

Similar participant headcount

Nearest other-state filings by covered participants (442 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 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).
Which 401(k) plans cover a similar participant headcount to The Burke Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Fort Miller Group Incentive Savings Plan in NY (442 participants, $81M 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 363747083.

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.