Assets by plan
Share of aggregate retirement assets
- PAY DEFERRAL Savings (#001)$124.3M
Filings through .
Top hat
Burke, Inc.
EIN 31-1271870market researchLatest filing 2025
Plans
3
Retirement
2
$249.8M assets
Health & Benefits
1
$463K premiums
Participants
1,093
500 WEST 7TH STREET - CINCINNATI, OH 45203513-684-7604burke.comLinkedIn201-500 employeesmarket research
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $249.8M assets / 851 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $463K premiums / 620 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$266K
- Life$175K
- Long-term disability$175K
- Other$175K
- Vision$22K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#004
BURKE, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$125.5M
Participants454
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
BURKE, INC. PROFIT SHARING AND PAY DEFERRAL SAVINGS PLAN
401(k)
Assets$124.3M
Participants397
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
BURKE MARKETING RESEARCH, INC. FLEXDESIGN CAFETERIA PLAN
Mixed - DELTA DENTAL OF OHIO
Premiums$463K
Covered lives620
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | BURKE, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $125.5M | 454 | 2025 |
| #001 | BURKE, INC. PROFIT SHARING AND PAY DEFERRAL SAVINGS PLAN | 401(k) | $124.3M | 397 | 2025 |
- #004 · ESOP · 2025454
- #001 · 401(k) · 2025397
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BURKE MARKETING RESEARCH, INC. FLEXDESIGN CAFETERIA PLAN | Mixed | DELTA DENTAL OF OHIO | $463K | 620 | 2025 |
- #501 · Mixed · DELTA DENTAL OF OHIO · 2025620
Retirement plans
Health & Benefits plans