Burke Group
other9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served29-7 YoYRank #619 of mapped providers
Assets under administration$3.2B0.0%Market share · rank #2361
Fees received$2MMedian $58,415/planSum across Schedule C direct + indirect
Net wins YoY-72 won · 9 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Burke Group plan look like?
Service mix · median fees per plan
Count of plans where Burke Group ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Consulting (general)Code 15 | 7 | $54,455 | |
Recordkeeping fees; Direct payment from the planCode 50 | 5 | $58,415 | |
Trustee (directed); Consulting fees; Plan Administrator; Direct payment from the plan; Participant loan processing; Recordkeeping fees; Investment advisory (plan)Code 14 | 4 | $105,560 | |
Trustee (bank, trust company, or similar financial institution)Code 21 | 4 | $46,244 | |
Recordkeeping fees; Direct payment from the plan; Participant communicationCode 38 | 3 | $60,332 | |
Direct payment from the plan; ActuarialCode 11 | 1 | $28,359 | |
Contract AdministratorCode 13 | 1 | $35,742 | |
Direct payment from the plan; Consulting (general)Code 16 | 1 | $203,616 |
Competitor overlap
Percent of Burke Group's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Burke Group.
| Sponsor | From | Assets |
|---|---|---|
AVMA LIFE TRUST, LLCIL · 842685033-333 | Transamerica | $75M |
ELMWOOD DENTAL GROUP - IMPLANT AND RESTORATION, P.C.NY · 161088504-001 | (new plan) | $13M |
Plans lost in 2024
Appeared last year under Burke Group; not this year.
| Sponsor | To | Assets |
|---|---|---|
AURUBIS BUFFALO, INC.NY · 841148681-002 | Burke Group, Now Part of USI | $39M |
GRAHAM CORPORATIONNY · 161194720-001 | Burke Group, Now Part of USI | $33M |
INSERO & CO., CPAS, LLPNY · 475324570-001 | USI Consulting Group | $21M |
QUALITY VISION INTERNATIONAL INC.NY · 160800781-001 | USI Consulting Group | $19M |
HURLBUT HEALTH CONSULTING, LLCNY · 822927589-001 | Fidelity Investments | $16M |
AVOX SYSTEMS INC.NY · 263112854-003 | Burke Group, Now Part of USI | $11M |
THE BURKE GROUP OF ROCHESTER, INC.NY · 450677056-002 | USI Consulting Group | $7M |
MOTOR PRODUCTS CORPORATIONMI · 381997727-001 | Burke Group, Now Part of USI | $6M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
EATON CORPORATIONOH · 340196300-029 | $2.4B | 44,528 | $28,359 | 3y | - |
BRYN MAWR MEDICAL SPECIALISTS ASSOCIATIONPA · 231714249-002 | $140M | 601 | $203,616 | 10y | 1 |
MEDICAL SERVICES GROUP - DEPARTMENT OF MEDICINENY · 161475278-002 | $95M | 250 | $35,724 | 10y | - |
AVMA LIFE TRUST, LLCIL · 842685033-333 | $75M | 3,833 | $40 | 1y | 1 |
WOODS OVIATT GILMAN, LLPNY · 160902614-001 | $62M | 253 | $93,007 | 8y | - |
O'CONNELL ELECTRIC CO.NY · 160950645-002 | $58M | 283 | $49,721 | 10y | - |
HERITAGE CHRISTIAN SERVICES, INC.NY · 222334190-001 | $37M | 2,924 | $176,132 | 4y | - |
ST. ANNS HOME FOR THE AGEDNY · 160743146-002 | $36M | 1,665 | $133,959 | 10y | - |
LIFETIME ASSISTANCE, INC.NY · 222221158-002 | $33M | 1,242 | $126,143 | 10y | - |
CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER, INC.NY · 160743944-002 | $30M | 1,874 | $127,209 | 2y | 1 |
Flag exposure
82.8%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (9)
Raw Schedule C names collapsed into Burke Group.
- AVL WEALTHCARE, LLC
- AVMA LIFE TRUST LLC
- AVONDAL PARTNERS, LLC
- AVONDALE
- BURKE GROUP
- BURKE GROUP LLC
- BURKE GROUP, LLC
- BURKE GROUP, LLC.
- THE BURKE GROUP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Burke Group's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 2 | 6.90% | 7.76% | -0.87 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 6.90% | 1.71% | +5.18 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 13.79% | 1.76% | +12.03 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Burke Group. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Burke Group's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Alesco Advisors | 8 | 27.6% |
| Apollon Wealth Management | 1 | 3.5% |
| Buck Global LLC | 1 | 3.5% |
| Clear Wealth Management | 1 | 3.5% |
| IPI Wealth Management Inc | 1 | 3.5% |
| Level Financial Advisors Inc. | 1 | 3.5% |
| Manning & Napier | 1 | 3.5% |
| Prime Buchholz & Associates | 1 | 3.5% |
| ProPartners Wealth LLC | 1 | 3.5% |
| USI Consulting Group | 1 | 3.5% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).