401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$26M
Total assets Below avg plan size
318
Participants Below avg headcount
75th
Percentile by assets National rank
$80,853
Avg per participant Below avg balance/head
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Official DOL plan name: Wm. T. Burnett 401(k) Retirement Plan · Sponsored by Wm. T. Burnett Holding LLC · Maryland · Manufacturing

$26M in assets, 318 participants

Wm. T. Burnett Holding LLC's Wm. T. Burnett 401(k) Retirement Plan reported $26M in total assets and 318 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #11,625 in Manufacturing (17,777 peers)

Coverage in Maryland

Wm. T. Burnett 401(k) Retirement Plan covers 318 participants in Maryland, about 34% of the average Maryland filer (state average ~929 per filing). Assets: $26M.

#11,625
in Manufacturing (17,777 peers)
+11.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Wm. T. Burnett 401(k) Retirement Plan's outsized position by total assets

Wm. T. Burnett 401(k) Retirement Plan vs every filed plan by assets

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

$25,711,221 Top 25% higher than 75% 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 401(k) Retirement 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 401(k) Retirement Plan sits mid-pack in the medium band (318 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wm. T. Burnett 401(k) Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Wm. T. Burnett 401(k) Retirement Plan reported participants fell from 387 in the plan year 2023 filing to 318 in the plan year 2024 filing.
  • Wm. T. Burnett 401(k) Retirement Plan end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

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

Wm. T. Burnett 401(k) Retirement Plan · $26M · 318 · 75th

  • EBSA $26M
  • PART 318
  • TYPE 75th
  • NET 401(k)
  • BOOK near Dimension Hospitality, LLC 401(k) Plan
  • VS-ST ind #11625

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 401(k) Retirement Plan in the asset neighbourhood

Wm. T. Burnett 401(k) Retirement PlanWm. T. Burnett 401(k) Retire…$26MDimension Hospitality, LLC 401(k) PlanDimension Hospitality, LLC 4…$26MJones Dairy Farm Bargaining Employees' Retirement Savings PlanJones Dairy Farm Bargaining …$26MSbera 401(k) Plan as Adopted by Northeast Retirement Services LLCSbera 401(k) Plan as Adopted…$26MIms Consulting & Expert Services, LLC 401(k) Profit Sharing PlanIms Consulting & Expert Serv…$26M
End-of-year total assets ($M) among Wm. T. Burnett 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN262657994
Plan Effective Date1999-10-01
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 401(k) Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Wm. T. Burnett 401(k) Retirement Plan, Total assets ($B): 0.025711221 · Participants: 318Wm. T. Burnett 401(k) Retirement 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 401(k) Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Wm. T. Burnett 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Maryland, the nearest 401(k) by assets is Dimension Hospitality, LLC 401(k) Plan in FL ($26M); by covered participants it is Smartcontract 401(k) Plan in NY (318 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (318 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 401(k) Retirement Plan assets move in 2024? ▼
Wm. T. Burnett 401(k) Retirement Plan grew at a solid clip - up 11.1% during 2024, from $23M to $26M. Reported net income was $3M.
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.
Where does Wm. T. Burnett 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Wm. T. Burnett 401(k) Retirement Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wm. T. Burnett 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dimension Hospitality, LLC 401(k) Plan in FL ($26M, 4,083 participants).
Which 401(k) plans cover a similar participant headcount to Wm. T. Burnett 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Smartcontract 401(k) Plan in NY (318 participants, $14M 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.