401(k) · DOL Form 5500 · 2024

Buerkle Company 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
267
Participants Below avg headcount
73rd
Percentile by assets National rank
$89,126
Avg per participant Below avg balance/head
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Official DOL plan name: Buerkle Companies Employee Savings and Retirement Plan · Sponsored by Buerkle Company · Minnesota · Retail Trade

$24M in assets, 267 participants

Buerkle Company's Buerkle Companies Employee Savings and Retirement Plan reported $24M in total assets and 267 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #6,710 in Retail Trade (8,048 peers)

Coverage in Minnesota

Buerkle Companies Employee Savings and Retirement Plan covers 267 participants in Minnesota, about 24% of the average Minnesota filer (state average ~1,126 per filing). Assets: $24M.

#6,710
in Retail Trade (8,048 peers)
+14.6%
assets growth YoY

Buerkle Companies Employee Savings and Retirement Plan's outsized position by total assets

Buerkle Companies Employee Savings and Retirement Plan vs every filed plan by assets

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

$23,796,684 Top 27% higher than 73% 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

Buerkle Companies Employee Savings and Retirement 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. Buerkle Companies Employee Savings and Retirement Plan sits mid-pack in the medium band (267 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Buerkle Companies Employee Savings and Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Buerkle Companies Employee Savings and Retirement Plan end-of-year assets rose from $21M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Buerkle Companies Employee Savings and Retirement Plan reported participants rose from 239 in the plan year 2023 filing to 267 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 410711175 · Buerkle Company PY 2024 · 401(k)

Buerkle Companies Employee Savings and Retirement Plan · $24M · 267 · 73rd

  • PCT $24M
  • PCT 267
  • PCT 73rd
  • PCT 401(k)
  • PCT near Palmer Johnson Incentive Savings Plan
  • PCT ind #6710

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 Retail Trade retirement plans → · Plans in Minnesota →

Buerkle Companies Employee Savings and Retirement Plan in the asset neighbourhood

Buerkle Companies Employee Savings and Retirement PlanBuerkle Companies Employee S…$24MPalmer Johnson Incentive Savings PlanPalmer Johnson Incentive Sav…$24MBinswanger Management Corporation 401(k) PlanBinswanger Management Corpor…$24MRetirement Plan for Employees of Step by Step, IncRetirement Plan for Employee…$24MBunting Group, Inc. 401(k) PlanBunting Group, Inc. 401(k) P…$24M
End-of-year total assets ($M) among Buerkle Companies Employee Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN410711175
Plan Effective Date1985-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Buerkle Company)

Sponsor-wide plan assets over time

All Buerkle Company plans reported in each filing year

Latest sponsor-wide plan assets
$24M 46.04394669659634% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $16.3M $23.8M ▲ +46.1%
Year Plans Participants Total Assets
2022 1 215 $16M
2023 1 239 $21M
2024 1 267 $24M

Nearby 401(k) Plans in Minnesota

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

Buerkle Companies Employee Savings and Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Buerkle Companies Employee Savings and Retirement Plan, Total assets ($B): 0.023796684 · Participants: 267Buerkle Companies Employee Savings and Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Buerkle Companies Employee Savings and Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Buerkle Companies Employee Savings and Retirement Plan side-by-side with 3 peers →

Buerkle Companies Employee Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Palmer Johnson Incentive Savings Plan in WI ($24M); by covered participants it is Envirovac Holdings 401(k) Savings Plan in GA (267 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (267 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 Buerkle Companies Employee Savings and Retirement Plan assets move in 2024? ▼
Buerkle Companies Employee Savings and Retirement Plan grew at a solid clip - up 14.6% during 2024, from $21M to $24M. Reported net income was $3M.
How have Buerkle Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Buerkle Company's sponsor-wide assets grew 46.0%, from $16M to $24M.
Which 401(k) plans are similar in size to Buerkle Companies Employee Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Palmer Johnson Incentive Savings Plan in WI ($24M, 177 participants).
Which 401(k) plans cover a similar participant headcount to Buerkle Companies Employee Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Envirovac Holdings 401(k) Savings Plan in GA (267 participants, $5M 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 410711175.

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.