401(k) · DOL Form 5500 · 2024

Burkes Mechanical, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
592
Participants Below avg headcount
76th
Percentile by assets National rank
$46,857
Avg per participant Low balance/head
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Official DOL plan name: Burkes Mechanical, Inc. 401(k) Plan · Sponsored by Burkes Mechanical, Inc. · Alabama · Construction

$28M in assets, 592 participants

Burkes Mechanical, Inc.'s Burkes Mechanical, Inc. 401(k) Plan reported $28M in total assets and 592 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,751 in Construction (9,039 peers)

Where Burkes Mechanical, Inc. 401(k) Plan sits by assets

Burkes Mechanical, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $28M for 592 participants (~$46,857/participant), up 18.1% in 2024.

#6,751
in Construction (9,039 peers)
+18.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Burkes Mechanical, Inc. 401(k) Plan's outsized position by total assets

Burkes Mechanical, Inc. 401(k) Plan vs every filed plan by assets

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

$27,739,608 Top 24% higher than 76% 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

Burkes Mechanical, Inc. 401(k) 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. Burkes Mechanical, Inc. 401(k) Plan sits mid-pack in the medium band (592 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Burkes Mechanical, Inc. 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Burkes Mechanical, Inc. 401(k) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Burkes Mechanical, Inc. 401(k) Plan reported participants rose from 584 in the plan year 2023 filing to 592 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 630934099 · Burkes Mechanical, Inc. PY 2024 · 401(k)

Burkes Mechanical, Inc. 401(k) Plan · $28M · 592 · 76th

  • SCH $28M
  • EBSA 592
  • PART 76th
  • TYPE 401(k)
  • NET near Just Born, Inc. Savings & Investment Plan (Hourly)
  • BOOK ind #6751

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 Construction retirement plans → · Plans in Alabama →

Burkes Mechanical, Inc. 401(k) Plan in the asset neighbourhood

Burkes Mechanical, Inc. 401(k) PlanBurkes Mechanical, Inc. 401(…$28MJust Born, Inc. Savings & Investment Plan (Hourly)Just Born, Inc. Savings & In…$28MNongshim America, Inc. 401(k) PlanNongshim America, Inc. 401(k…$28MThe Citizens Bank Ksop Plan$28MEjot Atf, LP Wellness & Savings PlanEjot Atf, LP Wellness & Savi…$28M
End-of-year total assets ($M) among Burkes Mechanical, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$28M
Net Income$4M
Employer EIN630934099
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burkes Mechanical, Inc.)

Sponsor-wide plan assets over time

All Burkes Mechanical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 38.54923119823154% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20M $27.7M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 577 $20M
2023 1 584 $23M
2024 1 592 $28M

Nearby 401(k) Plans in Alabama

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

Burkes Mechanical, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Burkes Mechanical, Inc. 401(k) Plan, Total assets ($B): 0.027739608 · Participants: 592Burkes Mechanical, Inc. 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Burkes Mechanical, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Burkes Mechanical, Inc. 401(k) Plan side-by-side with 3 peers →

Burkes Mechanical, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Just Born, Inc. Savings & Investment Plan (Hourly) in PA ($28M); by covered participants it is Sigma Link Rehab 401(k) Plan in NY (592 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (592 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 Burkes Mechanical, Inc. 401(k) Plan assets move in 2024? ▼
Burkes Mechanical, Inc. 401(k) Plan grew sharply - up 18.1% during 2024, from $23M to $28M. Reported net income was $4M.
How have Burkes Mechanical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burkes Mechanical, Inc.'s sponsor-wide assets grew 38.5%, from $20M to $28M.
Where does Burkes Mechanical, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Burkes Mechanical, Inc. 401(k) Plan ranks in the 76th 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 Burkes Mechanical, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Just Born, Inc. Savings & Investment Plan (Hourly) in PA ($28M, 461 participants).
Which 401(k) plans cover a similar participant headcount to Burkes Mechanical, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sigma Link Rehab 401(k) Plan in NY (592 participants, $1M 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 630934099.

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.