401(k) · DOL Form 5500 · 2022

Burke, Williams & Sorensen, LLP 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
89
Participants Small participant base
83rd
Percentile by assets National rank
$341,602
Avg per participant High balance/head
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Official DOL plan name: Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan · Sponsored by Burke, Williams & Sorensen, LLP · California · Professional & Technical Services

$30M in assets, 89 participants

Burke, Williams & Sorensen, LLP's Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan reported $30M in total assets and 89 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #18,024 in Professional & Technical Services (21,562 peers)

Where Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan sits by assets

Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $30M for 89 participants (~$341,602/participant), down 24.6% in 2022.

#18,024
in Professional & Technical Services (21,562 peers)
-24.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan's outsized position by total assets

Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$30,402,615 Top 17% higher than 83% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Burke, Williams & Sorensen, LLP 401(k) Profit Sharing 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, Williams & Sorensen, LLP 401(k) Profit Sharing Plan is a small filing (89 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 951705973 · Burke, Williams & Sorensen, LLP PY 2022 · 401(k)

Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan · $30M · 89 · 83rd

  • PHOTO $30M
  • IND 89
  • EOY 83rd
  • 5500 401(k)
  • ASSETS near Pats Aircraft, LLC 401(k) Plan
  • PCT ind #18024

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 Professional & Technical Services retirement plans → · Plans in California →

Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Custom Computer Specialist LLC 401(k) PlanCustom Computer Specialist L…$30MSouth Bend Orthopaedic Associates 401(k) PlanSouth Bend Orthopaedic Assoc…$30MBurke, Williams & Sorensen, LLP 401(k) Profit Sharing PlanBurke, Williams & Sorensen, …$30MPats Aircraft, LLC 401(k) PlanPats Aircraft, LLC 401(k) Pl…$30MAvenir Global US Retirement PlanAvenir Global US Retirement …$30M
End-of-year total assets ($M) among Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$30M
Net Income-$6M
Employer EIN951705973
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burke, Williams & Sorensen, LLP)

Sponsor-wide plan assets over time

All Burke, Williams & Sorensen, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$87M 49.11658716368536% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $58.3M $86.9M ▲ +49.1%
Year Plans Participants Total Assets
2022 2 183 $58M
2023 2 192 $73M
2024 2 226 $87M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.030402615 · Participants: 89Burke, Williams & Sorensen, LLP 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pats Aircraft, LLC 401(k) Plan in DE ($30M); by covered participants it is Timberline Hospitalities, LLC Pension Plan in WY (89 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (89 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan assets move in 2022? ▼
Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan declined sharply - down 24.6% during 2022, from $40M to $30M. Reported net income was -$6M.
How have Burke, Williams & Sorensen, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burke, Williams & Sorensen, LLP's sponsor-wide assets grew 49.1%, from $58M to $87M.
Where does Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pats Aircraft, LLC 401(k) Plan in DE ($30M, 192 participants).
Which 401(k) plans cover a similar participant headcount to Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Timberline Hospitalities, LLC Pension Plan in WY (89 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 951705973.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.