Original filing (PDF)20250219103704NAL0009451442001

BURKE GROUP

Name: BURKE GROUP — BURKE GROUP CASH BALANCE PLAN, Form 5500 (2024)
Creator: BURKE GROUP

Form 5500-SF

FILING_RECEIVED

BURKE GROUP CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BURKE GROUP.

Plan sponsor

Name

BURKE GROUP

EIN

45-0677056

Address

80 LINDEN OAKS · ROCHESTER, NY · 146252809

Phone

—

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-19

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Commercial Banking plans

CRAFT BANK

CRAFT BANK SECTION 401(K) PROFIT SHARING PLAN

QUARRY CITY SAVINGS AND LOAN ASSOCIATION

QUARRY CITY SAVINGS AND LOAN 401(K) PLAN

STATE BANK OF SPRING HILL

STATE BANK OF SPRING HILL PROFIT SHARING PLAN

THE CHASEWOOD BANK

THE CHASEWOOD BANK SAVINGS & RETIREMENT PLAN

MCB(K) MEP BOARD OF DIRECTORS

MCB(K) MEP AS ADOPTED BY THE MERCANTILE BANK OF LOUISIANA MISSOURI