401(k) · DOL Form 5500 · 2024

Burkert USA Corp 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
181
Participants Below avg headcount
75th
Percentile by assets National rank
$143,036
Avg per participant Near avg balance/head
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Official DOL plan name: Burkert USA Corp Plan and Retirement Trust · Sponsored by Burkert USA Corp · North Carolina · Manufacturing

$26M in assets, 181 participants

Burkert USA Corp's Burkert USA Corp Plan and Retirement Trust reported $26M in total assets and 181 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #11,661 in Manufacturing (17,777 peers)

Coverage in North Carolina

Burkert USA Corp Plan and Retirement Trust covers 181 participants in North Carolina, about 22% of the average North Carolina filer (state average ~819 per filing). Assets: $26M.

#11,661
in Manufacturing (17,777 peers)
+21.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Burkert USA Corp Plan and Retirement Trust's outsized position by total assets

Burkert USA Corp Plan and Retirement Trust vs every filed plan by assets

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

$25,889,546 Top 25% higher than 75% 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

Burkert USA Corp Plan and Retirement Trust 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. Burkert USA Corp Plan and Retirement Trust sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Burkert USA Corp Plan and Retirement Trust end-of-year assets rose from $21M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Burkert USA Corp Plan and Retirement Trust reported participants rose from 166 in the plan year 2023 filing to 181 in the plan year 2024 filing.
  • Burkert USA Corp Plan and Retirement Trust reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 330070281 · Burkert USA Corp PY 2024 · 401(k)

Burkert USA Corp Plan and Retirement Trust · $26M · 181 · 75th

  • EOY $26M
  • 5500 181
  • ASSETS 75th
  • PCT 401(k)
  • EIN near Voice Media Group Retirement Savings Plan
  • RANK ind #11661

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 North Carolina →

Burkert USA Corp Plan and Retirement Trust in the asset neighbourhood

Burkert USA Corp Plan and Retirement TrustBurkert USA Corp Plan and Re…$26MVoice Media Group Retirement Savings PlanVoice Media Group Retirement…$26MAxios Media, Inc. 401(k) Plan$26MAlliance Beverage Distributing LLC Employees Retirement PlanAlliance Beverage Distributi…$26MAmerican Chemet Corporation 401(k) Profit Sharing PlanAmerican Chemet Corporation …$26M
End-of-year total assets ($M) among Burkert USA Corp Plan and Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$26M
Net Income$5M
Employer EIN330070281
Plan Effective Date1995-12-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Burkert USA Corp)

Sponsor-wide plan assets over time

All Burkert USA Corp plans reported in each filing year

Latest sponsor-wide plan assets
$26M 53.5602521919939% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.9M $25.9M ▲ +53.6%
Year Plans Participants Total Assets
2022 1 148 $17M
2023 1 166 $21M
2024 1 181 $26M

Nearby 401(k) Plans in North Carolina

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

Burkert USA Corp Plan and Retirement Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Burkert USA Corp Plan and Retirement Trust, Total assets ($B): 0.025889546 · Participants: 181Burkert USA Corp Plan and Retirement TrustThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Burkert USA Corp Plan and Retirement Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Burkert USA Corp Plan and Retirement Trust side-by-side with 3 peers →

Burkert USA Corp Plan and Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Voice Media Group Retirement Savings Plan in AZ ($26M); by covered participants it is Bpl Plasma, Inc. & Affiliates 401(k) and Profit in NJ (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Burkert USA Corp Plan and Retirement Trust assets move in 2024? ▼
Burkert USA Corp Plan and Retirement Trust grew sharply - up 21.6% during 2024, from $21M to $26M. Reported net income was $5M.
How have Burkert USA Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burkert USA Corp's sponsor-wide assets grew 53.6%, from $17M to $26M.
Where does Burkert USA Corp Plan and Retirement Trust rank by assets among Form 5500 filers? ▼
Burkert USA Corp Plan and Retirement Trust ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Burkert USA Corp Plan and Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Voice Media Group Retirement Savings Plan in AZ ($26M, 270 participants).
Which 401(k) plans cover a similar participant headcount to Burkert USA Corp Plan and Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Bpl Plasma, Inc. & Affiliates 401(k) and Profit in NJ (181 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 330070281.

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.