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BURKE, INC. — BURKE, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251013085541NAL0000415891001
BURKE, INC.
Form 5500
FILING_RECEIVED
BURKE, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
100% in single holding
No recordkeeper disclosed
Active participants
351
Accounts w/ balance
476
Plan assets (EOY)
$129.0M
Net assets (EOY)
$129.0M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BURKE, INC.
.
Find decision makers
Plan sponsor
Name
BURKE, INC.
EIN
31-1271870
Address
500 WEST 7TH ST. · CINCINNATI, OH · 45203
Phone
(513) 684-7604
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2P · Leveraged ESOP
2I · Stock bonus
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
CLARK, SCHAEFER, HACKETT & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $129.0M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Burke, Inc.
—
—
$110.2M
$129.0M
100.0%
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100
Knocking points off
Top holding "Burke, Inc." is 100% of plan.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
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