401(k) · DOL Form 5500 · 2024
Burke, Williams & Sorensen, LLP 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 113
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $344,972
- Avg per participant High balance/head
Official DOL plan name: Burke, Williams & Sorensen, LLP Associate 401(k) Profit Sharing Plan · Sponsored by Burke, Williams & Sorensen, LLP · California · Professional & Technical Services
$39M in assets, 113 participants
Burke, Williams & Sorensen, LLP's Burke, Williams & Sorensen, LLP Associate 401(k) Profit Sharing Plan reported $39M in total assets and 113 participants in its 2024 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.
- #16,457 in Professional & Technical Services (20,173 peers)
Coverage in California
Burke, Williams & Sorensen, LLP Associate 401(k) Profit Sharing Plan covers 113 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $39M.
- #16,457
- in Professional & Technical Services (20,173 peers)
- +20.0%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Burke, Williams & Sorensen, LLP Associate 401(k) Profit Sharing Plan's outsized position by total assets
Burke, Williams & Sorensen, LLP Associate 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$38,981,781 Top 19% higher than 81% 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, Williams & Sorensen, LLP Associate 401(k) Profit Sharing 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, Williams & Sorensen, LLP Associate 401(k) Profit Sharing Plan sits mid-pack in the medium band (113 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Burke, Williams & Sorensen, LLP Associate 401(k) Profit Sharing Plan reported participants rose from 93 in the plan year 2023 filing to 113 in the plan year 2024 filing.
- Burke, Williams & Sorensen, LLP Associate 401(k) Profit Sharing Plan end-of-year assets rose from $32M in the plan year 2023 filing to $39M in the plan year 2024 filing.
- Burke, Williams & Sorensen, LLP Associate 401(k) Profit Sharing Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 951705973 · Burke, Williams & Sorensen, LLP PY 2024 · 401(k)
Burke, Williams & Sorensen, LLP Associate 401(k) Profit Sharing Plan · $39M · 113 · 81st
- PCT $39M
- PCT 113
- PCT 81st
- PCT 401(k)
- PCT near Shepard Exposition Services, Inc. 401(k) Plan
- PCT ind #16457
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 Professional & Technical Services retirement plans → · Plans in California →
Burke, Williams & Sorensen, LLP Associate 401(k) Profit Sharing Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $6M |
| Employer EIN | 951705973 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Burke, Williams & Sorensen, LLP)
Sponsor-wide plan assets over time
All Burke, Williams & Sorensen, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $87M 49.11658716368536% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 183 | $58M |
| 2023 | 2 | 192 | $73M |
| 2024 | 2 | 226 | $87M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Burke, Williams & Sorensen, LLP Associate 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Shepard Exposition Services, Inc. 401(k) Plan in GA ($39M); by covered participants it is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
- Shepard Exposition Services, Inc. 401(k) Plan (GA) $39M · 681
- J.F. Lehman & Company, LLC Savings Plan (VA) $39M · 48
- Covert Auto Group 401(k) Plan (TX) $39M · 1,124
- Hydromat, Inc. of St. Louis Mo 401(k) Plan (MO) $39M · 341
Similar participant headcount
Nearest other-state filings by covered participants (113 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.