Burke Capital VI 401(k) plan

Burke Capital VI, Inc., Rochester, NY. EIN 45-0677056. Annual reports 2011–2025. Also filed as The Burke Group of Rochester Inc; Burke Group; The Burke Group of Rochester, Inc.

Burke Capital VI, Inc. has one active retirement plan on file, the Real Estate Commission Retirement Savings Plan, with 4,713 participants and $7.7 million in assets in 2025. Newport is its recordkeeper. No traditional pension plan appears in Burke Capital VI's filings since 2011.

Active plans: 1
Participants: 4,713
Plan assets: $7.7 million
401(k) recordkeeper: Newport
Plans on file: 1
Industry: Professional services

The plan

Real Estate Commission Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 002Employer EIN 45-0677056
Participants (2025): 4,713
Net assets (2025): $7.7 million
Recordkeeper: NewportEarlier: Usicg (2024), Burke Group (2011–2023)
Plan administrator: Burke Capital VI, Inc.
400 Linden Oaks, Suite 150
Rochester, NY 14625
(585) 624-5500As filed for 2025
In effect since: October 24, 2001

Earlier sponsors: The Burke Group of Rochester Inc (2011–2023); Burke Group (2012).

Earlier plan names: Avon Independent Sales Representative Savings Plan; Burke Group Cash Balance Plan; Avon Independent Representative Retirement Plan; Independent Representative Retirement Plan.

Year by year, 2011 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	4,713	$7.7 million	Newport
2024	98,776	$7.3 million	Usicg
2023	115,298	$7.0 million	Burke Group
2022	145,928	$6.2 million	Burke Group
2021	148,983	$9.4 million	Burke Group
2020	225,055	$9.1 million	Burke Group
2019	183,564	$9.1 million	Burke Group
2018	218,155	$8.7 million	Burke Group
2017	227,625	$9.9 million	Burke Group
2016	251,796	$9.3 million	Burke Group
2015	283,993	$9.2 million	Burke Group
2014	321,142	$9.7 million	Burke Group
2013	n/a	$9.8 million	Burke Group
2012	8	$287,000	not listed
2011	n/a	$8.1 million	Burke Group

If you had money in one of these plans

Call Newport, which runs the Real Estate Commission Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((585) 624-5500). That number was filed for 2025; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Real Estate Commission Retirement Savings Plan

If you had money in one of these plans

What these numbers are

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