Defined Benefit (Pension) · DOL Form 5500 · 2023
Burke & Herbert Bank & Trust Company Pension Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 70
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $474,143
- 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
$33M in assets, 70 participants
Burke & Herbert Bank & Trust Company's Burke & Herbert Bank & Trust Company Retirement Plan reported $33M in total assets and 70 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #6,239 in Finance & Insurance (8,869 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, $33M for 70 participants (~$474,143/participant), up 3.6% in 2023.
- #6,239
- in Finance & Insurance (8,869 peers)
- +3.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$33,190,016 Top 19% higher than 81% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Burke & Herbert Bank & Trust Company Retirement Plan among smaller filed plans by headcount
Plan-year 2023 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 (70 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Burke & Herbert Bank & Trust Company Retirement Plan reported net income rose from -$14M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Burke & Herbert Bank & Trust Company Retirement Plan reported participants fell from 77 in the plan year 2022 filing to 70 in the plan year 2023 filing.
- Burke & Herbert Bank & Trust Company Retirement Plan end-of-year assets rose from $32M in the plan year 2022 filing to $33M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 540155785 · Burke & Herbert Bank & Trust Company PY 2023 · Defined Benefit (Pension)
Burke & Herbert Bank & Trust Company Retirement Plan · $33M · 70 · 81st
- EIN $33M
- RANK 70
- PHOTO 81st
- IND Defined Benefit (Pension)
- EOY near Retirement Plan of a.a. World Services, Inc. and a.a. Grapevine, Inc.
- 5500 ind #6239
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 (2023)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $1M |
| 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 $19.1B · 13,674
- Retirement Security Plan $10.2B · 54,171
- Ng Space&mission Systems Corp Salaried Pension Pla $8.5B · 7,117
- Sheet Metal Workers' National Pension Fund $8.3B · 61,272
- Dominion Energy Pension Plan $7.6B · 12,263
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 Retirement Plan of a.a. World Services, Inc. and a.a. Grapevine, Inc. in NY ($33M); by covered participants it is Retirement Plan for Employees of Hamlin Bank and Trust Company in PA (70 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
Similar participant headcount
Nearest other-state filings by covered participants (70 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.