401(k) · DOL Form 5500 · 2023

Blount, Burke, Wimberly & Hendrick 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
18
Participants Small participant base
40th
Percentile by assets National rank
$213,368
Avg per participant Above avg balance/head
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Official DOL plan name: Blount, Burke, Wimberly & Hendrick 401-K Profit Sharing Plan · Sponsored by Blount, Burke, Wimberly & Hendrick · Georgia · Finance & Insurance

$4M in assets, 18 participants

Blount, Burke, Wimberly & Hendrick's Blount, Burke, Wimberly & Hendrick 401-K Profit Sharing Plan reported $4M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,467 in Finance & Insurance (8,869 peers)

Blount, Burke, Wimberly & Hendrick multi-year trail

Blount, Burke, Wimberly & Hendrick's plans moved +29.5% in assets from 2022 to 2024; this filing shows Blount, Burke, Wimberly & Hendrick 401-K Profit Sharing Plan at $4M / 18 participants.

#2,467
in Finance & Insurance (8,869 peers)
+13.4%
assets growth YoY

Blount, Burke, Wimberly & Hendrick 401-K Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Blount, Burke, Wimberly & Hendrick 401-K Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,840,630 40th percentile higher than 40% of 127,068 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 2023

Blount, Burke, Wimberly & Hendrick 401-K Profit Sharing 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. Blount, Burke, Wimberly & Hendrick 401-K Profit Sharing Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Blount, Burke, Wimberly & Hendrick 401-K Profit Sharing Plan reported net income rose from $334K in the plan year 2022 filing to $453K in the plan year 2023 filing.
  • Blount, Burke, Wimberly & Hendrick 401-K Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 581702947 · Blount, Burke, Wimberly & Hendrick PY 2023 · 401(k)

Blount, Burke, Wimberly & Hendrick 401-K Profit Sharing Plan · $4M · 18 · 40th

  • SCH $4M
  • EBSA 18
  • PART 40th
  • TYPE 401(k)
  • NET near Tisch Multiple Sclerosis Research Center of New York Inc, 401(k) Plan
  • BOOK ind #2467

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 Georgia →

Blount, Burke, Wimberly & Hendrick 401-K Profit Sharing Plan in the asset neighbourhood

Blount, Burke, Wimberly & Hendrick 401-K Profit Sharing PlanBlount, Burke, Wimberly & He…$4MTisch Multiple Sclerosis Research Center of New York Inc, 401(k) PlanTisch Multiple Sclerosis Res…$4MSodel Concepts II, LLC 401(k) PlanSodel Concepts II, LLC 401(k…$4MSenator International Inc. 401(k) PlanSenator International Inc. 4…$4MContractors Wardrobe, Inc. 401(k) Profit Sharing PlanContractors Wardrobe, Inc. 4…$4M
End-of-year total assets ($M) among Blount, Burke, Wimberly & Hendrick 401-K Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Blount, Burke, Wimberly & Hendrick multi-year asset trail

Sponsor-wide plan assets over time

All Blount, Burke, Wimberly & Hendrick plans reported in each filing year

Latest sponsor-wide plan assets
$4M 29.522164556543583% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.39M $4.39M ▲ +29.5%
Year Plans Participants Total Assets
2022 1 18 $3M
2023 1 18 $4M
2024 1 19 $4M

Blount, Burke, Wimberly & Hendrick filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$453K
Employer EIN581702947
Plan Effective Date1989-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Blount, Burke, Wimberly & Hendrick 401-K Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Blount, Burke, Wimberly & Hendrick 401-K Profit Sharing Plan, Total assets ($B): 0.00384063 · Participants: 18Blount, Burke, Wimberly & Hendrick 401-K Profit Sharing PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Blount, Burke, Wimberly & Hendrick 401-K Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Blount, Burke, Wimberly & Hendrick 401-K Profit Sharing Plan side-by-side with 3 peers →

Blount, Burke, Wimberly & Hendrick 401-K Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Tisch Multiple Sclerosis Research Center of New York Inc, 401(k) Plan in NY ($4M); by covered participants it is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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.

Frequently Asked Questions

How did Blount, Burke, Wimberly & Hendrick 401-K Profit Sharing Plan assets move in 2023? ▼
Blount, Burke, Wimberly & Hendrick 401-K Profit Sharing Plan grew at a solid clip - up 13.4% during 2023, from $3M to $4M. Reported net income was $453K.
How have Blount, Burke, Wimberly & Hendrick plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blount, Burke, Wimberly & Hendrick's sponsor-wide assets grew 29.5%, from $3M to $4M.
Which 401(k) plans are similar in size to Blount, Burke, Wimberly & Hendrick 401-K Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tisch Multiple Sclerosis Research Center of New York Inc, 401(k) Plan in NY ($4M, 30 participants).
Which 401(k) plans cover a similar participant headcount to Blount, Burke, Wimberly & Hendrick 401-K Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 581702947.

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.