Defined Benefit (Pension) · DOL Form 5500 · 2022
Burke & Herbert Bank & Trust Company Pension Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 77
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $416,040
- Avg per participant High balance/head
Official DOL plan name: Burke & Herbert Bank & Trust Company Retirement Plan · Sponsored by Burke & Herbert Bank & Trust Company · Virginia · Finance & Insurance
$32M in assets, 77 participants
Burke & Herbert Bank & Trust Company's Burke & Herbert Bank & Trust Company Retirement Plan reported $32M in total assets and 77 participants in its 2022 DOL Form 5500 filing, ranking in the 84th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #6,810 in Finance & Insurance (9,261 peers)
Where Burke & Herbert Bank & Trust Company Retirement Plan sits by assets
Burke & Herbert Bank & Trust Company Retirement Plan sits in the top quartile of all filed plans by assets, $32M for 77 participants (~$416,040/participant), down 30.4% in 2022.
- #6,810
- in Finance & Insurance (9,261 peers)
- -30.4%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Burke & Herbert Bank & Trust Company Retirement Plan's outsized position by total assets
Burke & Herbert Bank & Trust Company Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$32,035,042 Top 16% higher than 84% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Burke & Herbert Bank & Trust Company Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burke & Herbert Bank & Trust Company Retirement Plan is a small filing (77 participants) on this national headcount ladder.
DOL schedule card
Filing strip 540155785 · Burke & Herbert Bank & Trust Company PY 2022 · Defined Benefit (Pension)
Burke & Herbert Bank & Trust Company Retirement Plan · $32M · 77 · 84th
- PCT $32M
- PCT 77
- PCT 84th
- PCT Defined Benefit (Pension)
- PCT near The Pension Plan for the Mott Children's Health Center
- PCT ind #6810
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Virginia →
Burke & Herbert Bank & Trust Company Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $46M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | -$14M |
| Employer EIN | 540155785 |
| Plan Effective Date | 1958-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Burke & Herbert Bank & Trust Company)
Sponsor-wide plan assets over time
All Burke & Herbert Bank & Trust Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $98M 17.268739997125696% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 466 | $84M |
| 2023 | 2 | 483 | $94M |
| 2024 | 2 | 463 | $98M |
Nearby Defined Benefit (Pension) Plans in Virginia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Pension Plan $18.3B · 14,867
- Retirement Security Plan $9.4B · 54,531
- Ng Space&mission Systems Corp Salaried Pension Pla $8.1B · 7,799
- Dominion Energy Pension Plan $7.3B · 12,832
- Sheet Metal Workers' National Pension Fund $7.2B · 61,068
Burke & Herbert Bank & Trust Company Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Virginia, the nearest Defined Benefit (Pension) by assets is The Pension Plan for the Mott Children's Health Center in MI ($32M); by covered participants it is Meridian Industries Hourly Union Retirement Plan in WI (77 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
Similar participant headcount
Nearest other-state filings by covered participants (77 participants); asset peers above are excluded.
- Meridian Industries Hourly Union Retirement Plan (WI) 77 · 0 off
- Amalgamated Bank of Chicago Retirement Plan (IL) 77 · 0 off
- The Wfmj Television, Inc. Pension Plan (OH) 77 · 0 off
- Christie's Inc. Pension Plan (NY) 77 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.