401(k) · DOL Form 5500 · 2024
Burke & Herbert Bank 401(k) Plan
Data updated 2026-08-25
- $68M
- Total assets Below avg plan size
- 403
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $167,614
- Avg per participant Above avg balance/head
Official DOL plan name: Burke & Herbert Bank & Trust Company Investment and Savings Plan · Sponsored by Burke & Herbert Bank · Virginia · Finance & Insurance
$68M in assets, 403 participants
Burke & Herbert Bank's Burke & Herbert Bank & Trust Company Investment and Savings Plan reported $68M in total assets and 403 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #6,861 in Finance & Insurance (8,549 peers)
Where Burke & Herbert Bank & Trust Company Investment and Savings Plan sits by assets
Burke & Herbert Bank & Trust Company Investment and Savings Plan sits in the top quartile of all filed plans by assets, $68M for 403 participants (~$167,614/participant), up 11.3% in 2024.
- #6,861
- in Finance & Insurance (8,549 peers)
- +11.3%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Burke & Herbert Bank & Trust Company Investment and Savings Plan's outsized position by total assets
Burke & Herbert Bank & Trust Company Investment and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$67,548,635 Top 13% higher than 87% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Burke & Herbert Bank & Trust Company Investment and Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burke & Herbert Bank & Trust Company Investment and Savings Plan sits mid-pack in the medium band (403 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Burke & Herbert Bank & Trust Company Investment and Savings Plan reported net income fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Burke & Herbert Bank & Trust Company Investment and Savings Plan end-of-year assets rose from $61M in the plan year 2023 filing to $68M in the plan year 2024 filing.
- Burke & Herbert Bank & Trust Company Investment and Savings Plan reported participants fell from 413 in the plan year 2023 filing to 403 in the plan year 2024 filing.
DOL schedule card
Filing strip 540155785 · Burke & Herbert Bank PY 2024 · 401(k)
Burke & Herbert Bank & Trust Company Investment and Savings Plan · $68M · 403 · 87th
- EBSA $68M
- EBSA 403
- EBSA 87th
- EBSA 401(k)
- EBSA near Jf Acquisition, LLC 401(k) Plan
- EBSA ind #6861
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 Investment and Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $68M |
| Net Income | $7M |
| Employer EIN | 540155785 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Burke & Herbert Bank)
Sponsor-wide plan assets over time
All Burke & Herbert Bank 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 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
Burke & Herbert Bank & Trust Company Investment and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Jf Acquisition, LLC 401(k) Plan in NC ($68M); by covered participants it is Envirovac Holdings, LLC 401(k) Profit Sharing Plan in GA (403 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($68M here).
- Jf Acquisition, LLC 401(k) Plan (NC) $68M · 1,288
- Humanscale 401(k) Plan (NJ) $68M · 693
- Eva Airways Corporation 401(k) Profit Sharing Plan (CA) $68M · 245
- Colorado Pipe Industry Annuity and Salary Deferral Trust (CO) $68M · 1,680
Similar participant headcount
Nearest other-state filings by covered participants (403 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.