Original filing (PDF)20250219103704NAL0009451442001

Burke Group

Name: Burke Group — Burke Group Cash Balance Plan, Form 5500 (2024)
Creator: Burke Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Burke Group Cash Balance Plan

Defined-benefit pension plan · Burke Group's Burke Group Cash Balance Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Michael Carney signed Burke Group's 2024 Form 5500 as plan administrator.

Michael Carney — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Burke Group's EIN is 45-0677056.

EIN 45-0677056

Plan number 003

Plan year 2024

ACK ID 20250219103704NAL0009451442001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Burke Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Burke Group's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BURKE GROUP.

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Plan health score

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

BURKE GROUP

EIN

all filings

Address

80 LINDEN OAKS · ROCHESTER, NY · 146252809

Phone

—

Industry

Commercial Banking· Finance & Insurance

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

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