401(k) · DOL Form 5500 · 2024

Burke, Inc. 401(k) Plan

Data updated 2026-08-25

$111M
Total assets Near avg plan size
327
Participants Below avg headcount
91st
Percentile by assets National rank
$339,584
Avg per participant High balance/head
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Official DOL plan name: Burke, Inc. Profit Sharing and Pay Deferral Savings Plan · Sponsored by Burke, Inc. · Ohio · Professional & Technical Services

$111M in assets, 327 participants

Burke, Inc.'s Burke, Inc. Profit Sharing and Pay Deferral Savings Plan reported $111M in total assets and 327 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,628 in Professional & Technical Services (20,173 peers)

Coverage in Ohio

Burke, Inc. Profit Sharing and Pay Deferral Savings Plan covers 327 participants in Ohio, about 43% of the average Ohio filer (state average ~765 per filing). Assets: $111M.

#18,628
in Professional & Technical Services (20,173 peers)
+5.3%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Burke, Inc. Profit Sharing and Pay Deferral Savings Plan's outsized position by total assets

Burke, Inc. Profit Sharing and Pay Deferral Savings Plan vs every filed plan by assets

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

$111,044,016 Top 9% higher than 91% 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

Burke, Inc. Profit Sharing and Pay Deferral Savings 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. Burke, Inc. Profit Sharing and Pay Deferral Savings Plan sits mid-pack in the medium band (327 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Burke, Inc. Profit Sharing and Pay Deferral Savings Plan reported net income fell from $16M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Burke, Inc. Profit Sharing and Pay Deferral Savings Plan end-of-year assets rose from $105M in the plan year 2023 filing to $111M in the plan year 2024 filing.
  • Burke, Inc. Profit Sharing and Pay Deferral Savings Plan reported participants fell from 339 in the plan year 2023 filing to 327 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 311271870 · Burke, Inc. PY 2024 · 401(k)

Burke, Inc. Profit Sharing and Pay Deferral Savings Plan · $111M · 327 · 91st

  • EBSA $111M
  • PART 327
  • TYPE 91st
  • NET 401(k)
  • BOOK near The Lyles Group 401(k) Employee Stock Ownership Plan and Trust
  • VS-ST ind #18628

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 Ohio →

Burke, Inc. Profit Sharing and Pay Deferral Savings Plan in the asset neighbourhood

We Employees' 401(k) Cash or Deferred Retirement PlanWe Employees' 401(k) Cash or…$111MMcangus Goudelock & Courie, LLC 401(k) Profit Sharing PlanMcangus Goudelock & Courie, …$111MBurke, Inc. Profit Sharing and Pay Deferral Savings PlanBurke, Inc. Profit Sharing a…$111MThe Lyles Group 401(k) Employee Stock Ownership Plan and TrustThe Lyles Group 401(k) Emplo…$111MN & M Transfer Co. Inc. 401(k) Profit Sharing PlanN & M Transfer Co. Inc. 401(…$111M
End-of-year total assets ($M) among Burke, Inc. Profit Sharing and Pay Deferral Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$105M
Net Assets (End of Year)$111M
Net Income$6M
Employer EIN311271870
Plan Effective Date1989-07-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Burke, Inc.)

Sponsor-wide plan assets over time

All Burke, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$240M 11.7780502459823% vs 2022
2024 filing year
$210M$220M$230M$240M$250M 202220232024 $215M $240M ▲ +11.8%
Year Plans Participants Total Assets
2022 2 765 $215M
2023 2 685 $234M
2024 2 654 $240M

Nearby 401(k) Plans in Ohio

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

Burke, Inc. Profit Sharing and Pay Deferral Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Burke, Inc. Profit Sharing and Pay Deferral Savings Plan, Total assets ($B): 0.111044016 · Participants: 327Burke, Inc. Profit Sharing and Pay Deferral Savings PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Burke, Inc. Profit Sharing and Pay Deferral Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Burke, Inc. Profit Sharing and Pay Deferral Savings Plan side-by-side with 3 peers →

Burke, Inc. Profit Sharing and Pay Deferral Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is The Lyles Group 401(k) Employee Stock Ownership Plan and Trust in CA ($111M); by covered participants it is Farmers Mutual 401(k) Savings Plan in NE (327 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (327 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 Burke, Inc. Profit Sharing and Pay Deferral Savings Plan assets move in 2024? ▼
Burke, Inc. Profit Sharing and Pay Deferral Savings Plan grew at a solid clip - up 5.3% during 2024, from $105M to $111M. Reported net income was $6M.
How have Burke, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burke, Inc.'s sponsor-wide assets grew 11.8%, from $215M to $240M.
Where does Burke, Inc. Profit Sharing and Pay Deferral Savings Plan rank by assets among Form 5500 filers? ▼
Burke, Inc. Profit Sharing and Pay Deferral Savings Plan ranks in the 91st 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 Burke, Inc. Profit Sharing and Pay Deferral Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Lyles Group 401(k) Employee Stock Ownership Plan and Trust in CA ($111M, 283 participants).
Which 401(k) plans cover a similar participant headcount to Burke, Inc. Profit Sharing and Pay Deferral Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Farmers Mutual 401(k) Savings Plan in NE (327 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 311271870.

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.