401(k) · DOL Form 5500 · 2024

Wm. T. Burnett Holding LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
233
Participants Below avg headcount
32nd
Percentile by assets National rank
$11,176
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wm. T. Burnett Employee Savings Plan · Sponsored by Wm. T. Burnett Holding LLC · Maryland · Manufacturing

$3M in assets, 233 participants

Wm. T. Burnett Holding LLC's Wm. T. Burnett Employee Savings Plan reported $3M in total assets and 233 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #2,888 in Manufacturing (17,777 peers)

Coverage in Maryland

Wm. T. Burnett Employee Savings Plan covers 233 participants in Maryland, about 25% of the average Maryland filer (state average ~929 per filing). Assets: $3M.

#2,888
in Manufacturing (17,777 peers)
+10.7%
assets growth YoY

Wm. T. Burnett Employee Savings Plan among the smaller filed plans by assets

Wm. T. Burnett Employee Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,603,940 32nd percentile higher than 32% of 123,620 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 2024

Wm. T. Burnett Employee 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. Wm. T. Burnett Employee Savings Plan sits mid-pack in the medium band (233 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wm. T. Burnett Employee Savings Plan reported net income fell from $305K in the plan year 2023 filing to $252K in the plan year 2024 filing.
  • Wm. T. Burnett Employee Savings Plan reported participants fell from 265 in the plan year 2023 filing to 233 in the plan year 2024 filing.
  • Wm. T. Burnett Employee Savings Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 262657994 · Wm. T. Burnett Holding LLC PY 2024 · 401(k)

Wm. T. Burnett Employee Savings Plan · $3M · 233 · 32nd

  • BOOK $3M
  • BOOK 233
  • BOOK 32nd
  • BOOK 401(k)
  • BOOK near 403(b) Thrift Plan for Employees of Jarc
  • BOOK ind #2888

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 Manufacturing retirement plans → · Plans in Maryland →

Wm. T. Burnett Employee Savings Plan in the asset neighbourhood

Wm. T. Burnett Employee Savings PlanWm. T. Burnett Employee Savi…$3M403(b) Thrift Plan for Employees of Jarc403(b) Thrift Plan for Emplo…$3MCircare 401(k) Profit Sharing PlanCircare 401(k) Profit Sharin…$3MMidwest Health Services, Inc. Safe Harbor 401(k) PlanMidwest Health Services, Inc…$3MBiobot Analytics 401(k) Plan$3M
End-of-year total assets ($M) among Wm. T. Burnett Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$252K
Employer EIN262657994
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wm. T. Burnett Holding LLC)

Sponsor-wide plan assets over time

All Wm. T. Burnett Holding LLC plans reported in each filing year

Latest sponsor-wide plan assets
$28M 21.914611259291767% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23.2M $28.3M ▲ +21.9%
Year Plans Participants Total Assets
2022 2 510 $23M
2023 2 652 $25M
2024 2 551 $28M

Nearby 401(k) Plans in Maryland

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

Wm. T. Burnett Employee Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Wm. T. Burnett Employee Savings Plan, Total assets ($B): 0.00260394 · Participants: 233Wm. T. Burnett Employee Savings PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Wm. T. Burnett Employee Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Wm. T. Burnett Employee Savings Plan side-by-side with 3 peers →

Wm. T. Burnett Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is 403(b) Thrift Plan for Employees of Jarc in MI ($3M); by covered participants it is Mccloud Inc. 401(k) Plan in KY (233 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (233 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.

Frequently Asked Questions

How did Wm. T. Burnett Employee Savings Plan assets move in 2024? ▼
Wm. T. Burnett Employee Savings Plan grew at a solid clip - up 10.7% during 2024, from $2M to $3M. Reported net income was $252K.
How have Wm. T. Burnett Holding LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wm. T. Burnett Holding LLC's sponsor-wide assets grew 21.9%, from $23M to $28M.
Which 401(k) plans are similar in size to Wm. T. Burnett Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of Jarc in MI ($3M, 65 participants).
Which 401(k) plans cover a similar participant headcount to Wm. T. Burnett Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mccloud Inc. 401(k) Plan in KY (233 participants, $151K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 262657994.

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.