Department of Labor filing

BURKES MECHANICAL, INC.

BURKES MECHANICAL, INC. 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

18filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$422

Reported employer contributions per active participant.

Higher than about 14% of comparable plans

#People in the filing

617

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$146 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 28% of comparable plans

↗Investment performance

Not available

Plan assets changed 18.1%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202418out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions14th percentileTypical peer $1,383 · based on 243 comparable plans

Lower reported administrative expense28th percentileTypical peer $102 · based on 246 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, BURKES MECHANICAL, INC. reported $260,473 in employer contributions across the plan and 617 active participants. That works out to $422 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy93%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 0.8%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 4.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context18/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $260,473
Participant contributions: $1,910,405
Other contributions: $0
Employer share of reported contributions: 12.0%
Beginning assets: $23,496,124
Ending assets: $27,739,608
Ending net assets: $27,739,608
Ending liabilities: $0
Total income: $5,667,916
Total expenses: $1,424,432
Administrative expenses: $93,170
Participant loans: Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$426

2023

$448

2024

$422

Plan-paid administrative expenses per participant

2022

$140

2023

$113

2024

$146

Active participants

2022

583

2023

605

2024

617

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$422	617	27.7M	20251015085052NAL0005721936001
2023	$448	605	23.5M	20241011143947NAL0022054401001
2022	$426	583	20M	20231013080508NAL0033357281001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 630934099-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Oct 1, 1996
Industry: Construction
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
GREAT-WEST LIFE & ANNUITY CO	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251015085052NAL0005721936001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗