Profit Sharing · DOL Form 5500 · 2024

Chester R Burkett Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
7
Participants Small participant base
52nd
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Mr Chester R Burkett Basic · Sponsored by Chester R Burkett · Indiana · Healthcare & Social Assistance

$8M in assets, 7 participants

Chester R Burkett's Mr Chester R Burkett Basic reported $8M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #9,656 in Healthcare & Social Assistance (16,916 peers)

Chester R Burkett multi-year trail

Chester R Burkett's plans moved -20.7% in assets from 2022 to 2024; this filing shows Mr Chester R Burkett Basic at $8M / 7 participants.

#9,656
in Healthcare & Social Assistance (16,916 peers)
+40.9%
assets growth YoY

Mr Chester R Burkett Basic's mid-pack asset rank among Healthcare & Social Assistance and all filers

Mr Chester R Burkett Basic vs every filed plan by assets

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

$8,371,696 Top 48% higher than 52% 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

Mr Chester R Burkett Basic among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mr Chester R Burkett Basic is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mr Chester R Burkett Basic reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Mr Chester R Burkett Basic end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Mr Chester R Burkett Basic reported participants rose from 6 in the plan year 2023 filing to 7 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 351570339 · Chester R Burkett PY 2024 · Profit Sharing

Mr Chester R Burkett Basic · $8M · 7 · 52nd

  • SCH $8M
  • EBSA 7
  • PART 52nd
  • TYPE Profit Sharing
  • NET near 401(a) Plan of Tasks Unlimited Building Services
  • BOOK ind #9656

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 Healthcare & Social Assistance retirement plans → · Plans in Indiana →

Mr Chester R Burkett Basic in the asset neighbourhood

Mr Chester R Burkett Basic$8M401(a) Plan of Tasks Unlimited Building Services401(a) Plan of Tasks Unlimit…$8MGaston Eye Associates, L.L.P. Profit Sharing PlanGaston Eye Associates, L.L.P…$8MThe Health Trust Savings Plan$8MNewfane Lumber Profit Sharing PlanNewfane Lumber Profit Sharin…$8M
End-of-year total assets ($M) among Mr Chester R Burkett Basic and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Chester R Burkett multi-year asset trail

Sponsor-wide plan assets over time

All Chester R Burkett plans reported in each filing year

Latest sponsor-wide plan assets
$8M 20.733857671583298% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $10.6M $8.37M ▼ -20.7%
Year Plans Participants Total Assets
2022 2 13 $11M
2023 1 6 $6M
2024 1 7 $8M

Chester R Burkett filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN351570339
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Indiana

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Mr Chester R Burkett Basic vs. nearby Profit Sharing plans in Indiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Mr Chester R Burkett Basic, Total assets ($B): 0.008371696 · Participants: 7Mr Chester R Burkett BasicUniversity of Notre Dame 403(b) Retirement Plan, Total assets ($B): 2.6055889 · Participants: 10920University of Notre Dame 403(b) Retirement PlanIndiana State Council of Plasterers & Cement Mason Pension Fund, Total assets ($B): 0.349009284 · Participants: 1910Indiana State Council of Plasterers & Cement Mason Pension FundCfni Retirement Plan, Total assets ($B): 0.233433653 · Participants: 6376Cfni Retirement PlanDo It Best Corp. Restated Employees' Savings & Profit Sharing, Total assets ($B): 0.218637284 · Participants: 2068Do It Best Corp. Restated Employees' Savings & Profit SharingInternational Union of Operating Engineers Local 841 Qualified Savings Plan, Total assets ($B): 0.160758654 · Participants: 4760International Union of Operating Engineers Local 841 Qualified Savings Plan
Mr Chester R Burkett Basic vs. nearby Profit Sharing plans in Indiana, assets vs. participants
Compare Mr Chester R Burkett Basic side-by-side with 3 peers →

Mr Chester R Burkett Basic's out-of-state Profit Sharing peers by assets and headcount

Outside Indiana, the nearest Profit Sharing by assets is 401(a) Plan of Tasks Unlimited Building Services in MN ($8M); by covered participants it is A&a Outdoors Inc. Retirement Plan in TN (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Mr Chester R Burkett Basic assets move in 2024? ▼
Mr Chester R Burkett Basic surged - up 40.9% during 2024, from $6M to $8M. Reported net income was $2M.
How have Chester R Burkett plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chester R Burkett's sponsor-wide assets declined 20.7%, from $11M to $8M.
Which Profit Sharing plans are similar in size to Mr Chester R Burkett Basic? ▼
Among Profit Sharing plans in other states, the closest by assets is 401(a) Plan of Tasks Unlimited Building Services in MN ($8M, 131 participants).
Which Profit Sharing plans cover a similar participant headcount to Mr Chester R Burkett Basic? ▼
Among Profit Sharing plans in other states, the closest by covered participants is A&a Outdoors Inc. Retirement Plan in TN (7 participants, $199K 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 351570339.

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.