401(k) · DOL Form 5500 · 2024
Burke, Warren, Mackay & Serritella, P.C. 401(k) Plan
Data updated 2026-08-25
- $91M
- Total assets Below avg plan size
- 93
- Participants Small participant base
- 90th
- Percentile by assets National rank
- $980,025
- Avg per participant High balance/head
Official DOL plan name: Burke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and Trust · Sponsored by Burke, Warren, Mackay & Serritella, P.C. · Illinois · Professional & Technical Services
$91M in assets, 93 participants
Burke, Warren, Mackay & Serritella, P.C.'s Burke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and Trust reported $91M in total assets and 93 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #18,328 in Professional & Technical Services (20,173 peers)
Where Burke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and Trust sits by assets
Burke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and Trust sits in the top 10% of all filed plans by assets, $91M for 93 participants (~$980,025/participant), up 15.2% in 2024.
- #18,328
- in Professional & Technical Services (20,173 peers)
- +15.2%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Burke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and Trust's outsized position by total assets
Burke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$91,142,317 Top 10% higher than 90% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Burke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and Trust is a small filing (93 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Burke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and Trust end-of-year assets rose from $79M in the plan year 2023 filing to $91M in the plan year 2024 filing.
- Burke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and Trust reported participants rose from 89 in the plan year 2023 filing to 93 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 363815082 · Burke, Warren, Mackay & Serritella, P.C. PY 2024 · 401(k)
Burke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and Trust · $91M · 93 · 90th
- EOY $91M
- 5500 93
- ASSETS 90th
- PCT 401(k)
- EIN near Mustang Employees' 401(k) Plan
- RANK ind #18328
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 →
Burke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $79M |
|---|---|
| Net Assets (End of Year) | $91M |
| Net Income | $12M |
| Employer EIN | 363815082 |
| Plan Effective Date | 1992-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Burke, Warren, Mackay & Serritella, P.C.)
Sponsor-wide plan assets over time
All Burke, Warren, Mackay & Serritella, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $91M 36.726258037863964% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 94 | $67M |
| 2023 | 1 | 89 | $79M |
| 2024 | 1 | 93 | $91M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Burke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Mustang Employees' 401(k) Plan in TX ($91M); by covered participants it is Burns Pest Elimination, Inc. 401(k) Plan in AZ (93 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($91M here).
- Mustang Employees' 401(k) Plan (TX) $91M · 1,345
- Wilson Bank and Trust Company 401(k) Plan (TN) $91M · 607
- Fairwinds Credit Union Retirement Savings Plan (FL) $91M · 575
- Marex 401(k) Plan (NY) $91M · 653
Similar participant headcount
Nearest other-state filings by covered participants (93 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.