401(k) · DOL Form 5500 · 2024

Burk, Hall, & Co. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
29th
Percentile by assets National rank
$368,121
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bhc 401(k) Plan · Sponsored by Burk, Hall, & Co. · Arizona · Finance & Insurance

$2M in assets, 5 participants

Burk, Hall, & Co.'s Bhc 401(k) Plan reported $2M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,518 in Finance & Insurance (8,549 peers)

2024 asset change

Bhc 401(k) Plan grew at a solid clip 11.4% in 2024 ($2M → $2M) for 5 participants.

#1,518
in Finance & Insurance (8,549 peers)
+11.4%
assets growth YoY

Bhc 401(k) Plan among the smaller filed plans by assets

Bhc 401(k) Plan vs every filed plan by assets

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

$1,840,603 29th percentile higher than 29% 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

Bhc 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bhc 401(k) Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bhc 401(k) Plan reported net income rose from -$78K in the plan year 2023 filing to $188K in the plan year 2024 filing.
  • Bhc 401(k) Plan reported participants fell from 6 in the plan year 2023 filing to 5 in the plan year 2024 filing.
  • Bhc 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 412158643 · Burk, Hall, & Co. PY 2024 · 401(k)

Bhc 401(k) Plan · $2M · 5 · 29th

  • VS-ST $2M
  • VS-ST 5
  • VS-ST 29th
  • VS-ST 401(k)
  • VS-ST near Wash Spot 401(k)
  • VS-ST ind #1518

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 Finance & Insurance retirement plans → · Plans in Arizona →

Bhc 401(k) Plan in the asset neighbourhood

Bhc 401(k) Plan$2MWash Spot 401(k)$2MSt. John & Associates, Inc. 401(k) Retirement PlanSt. John & Associates, Inc. …$2MRichard C. Watts, Inc. Profit Sharing PlanRichard C. Watts, Inc. Profi…$2MBabcock Neighborhood School 401(k) PlanBabcock Neighborhood School …$2M
End-of-year total assets ($M) among Bhc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Burk, Hall, & Co. years around the 2024 move

Sponsor-wide plan assets over time

All Burk, Hall, & Co. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 6.3687660295492705% vs 2022
2024 filing year
$1.6M$1.7M$1.8M$1.9M 202220232024 $1.73M $1.84M ▲ +6.4%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 6 $2M
2024 1 5 $2M

2024 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$188K
Employer EIN412158643
Plan Effective Date2010-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Bhc 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Bhc 401(k) Plan, Total assets ($B): 0.001840603 · Participants: 5Bhc 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Bhc 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Bhc 401(k) Plan side-by-side with 3 peers →

Bhc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Wash Spot 401(k) in GA ($2M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Bhc 401(k) Plan assets move in 2024? ▼
Bhc 401(k) Plan grew at a solid clip - up 11.4% during 2024, from $2M to $2M. Reported net income was $188K.
How have Burk, Hall, & Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burk, Hall, & Co.'s sponsor-wide assets grew 6.4%, from $2M to $2M.
Which 401(k) plans are similar in size to Bhc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wash Spot 401(k) in GA ($2M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Bhc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 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 412158643.

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.