Burke, Inc. 401(k) Plan: Login, Facts & Contact Information

Burke, Inc. 401(k) Plan Facts

Plan name
BURKE, INC. PROFIT SHARING AND PAY DEFERRAL SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BURKE, INC.
Participants
424 (323 active employees)
Former employees with a balance
93
Plan assets
$111,044,016 at Dec 31, 2024
Average account balance
$299,310 across 371 accounts
Employer contributions
$776,640 in plan year 2024 (13% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 21, 1989
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $5.96 million went into the plan in contributions, $776,640 of it from the employer (13%).
  • $17.1 million was paid out to participants.
  • Investment and other income added $16.7 million.
  • Administrative expenses were $17,110, about $46 per account.

How the Burke, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019383$81.5 million$772,510$7.97 million
2020395$97.4 million$757,422$4.06 million
2021399$114.0 million$807,433$4.78 million
2022429$89.8 million$853,477$9.20 million
2023440$105.4 million$824,393$8.40 million
2024424$111.0 million$776,640$17.1 million

Burke, Inc. 401(k) Contact Information

Phone
513-684-7604
Mailing address
500 WEST 7TH STREET, CINCINNATI OH 45203
Plan sponsor
BURKE, INC.
Employer identification number (EIN)
31-1271870
Plan number
001

Questions about the Burke, Inc. 401(k)

Does Burke, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $776,640, 13% of all contributions.

Does the Burke, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Burke, Inc 401(k) plan?

424 participants at the start of plan year 2024, 323 of them active employees, and 93 former employees who still had money in the plan.

What is the average 401(k) balance at Burke, Inc?

About $299,310 per account: $111.0 million in plan assets across 371 accounts with a balance at the end of plan year 2024.

Who manages the Burke, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Burke, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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