401(k) · DOL Form 5500 · 2024

Burke, Williams & Sorensen, LLP 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
113
Participants Small participant base
84th
Percentile by assets National rank
$423,810
Avg per participant High balance/head
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Official DOL plan name: Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan · Sponsored by Burke, Williams & Sorensen, LLP · California · Professional & Technical Services

$48M in assets, 113 participants

Burke, Williams & Sorensen, LLP's Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan reported $48M in total assets and 113 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,032 in Professional & Technical Services (20,173 peers)

Coverage in California

Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan covers 113 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $48M.

#17,032
in Professional & Technical Services (20,173 peers)
+18.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan's outsized position by total assets

Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$47,890,535 Top 16% higher than 84% 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

Burke, Williams & Sorensen, LLP 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 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 401(k) Profit Sharing Plan end-of-year assets rose from $40M in the plan year 2023 filing to $48M in the plan year 2024 filing.
  • Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan reported participants rose from 99 in the plan year 2023 filing to 113 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 951705973 · Burke, Williams & Sorensen, LLP PY 2024 · 401(k)

Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan · $48M · 113 · 84th

  • EIN $48M
  • EIN 113
  • EIN 84th
  • EIN 401(k)
  • EIN near Sai Consulting Engineers, Inc. 401(k) Rs Plan
  • EIN ind #17032

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 401(k) Profit Sharing Plan in the asset neighbourhood

Torys LLP Savings and Retirement PlanTorys LLP Savings and Retire…$48MBurke, Williams & Sorensen, LLP 401(k) Profit Sharing PlanBurke, Williams & Sorensen, …$48MSai Consulting Engineers, Inc. 401(k) Rs PlanSai Consulting Engineers, In…$48MPine State Trading Co. 401(k) Retirement Savings PlanPine State Trading Co. 401(k…$48MCuanswers, Inc. Employees Profit Sharing and Thrift Savings PlanCuanswers, Inc. Employees Pr…$48M
End-of-year total assets ($M) among Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$48M
Net Income$8M
Employer EIN951705973
Plan Effective Date1989-07-01
Filing StatusFILING 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
$50M$60M$70M$80M$90M 202220232024 $58.3M $86.9M ▲ +49.1%
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.

Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.047890535 · Participants: 113Burke, Williams & Sorensen, LLP 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Burke, Williams & Sorensen, LLP 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 Sai Consulting Engineers, Inc. 401(k) Rs Plan in PA ($48M); 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.

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.

Frequently Asked Questions

How did Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan assets move in 2024? ▼
Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan grew sharply - up 18.7% during 2024, from $40M to $48M. Reported net income was $8M.
How have Burke, Williams & Sorensen, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burke, Williams & Sorensen, LLP's sponsor-wide assets grew 49.1%, from $58M to $87M.
Where does Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan ranks in the 84th 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 Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sai Consulting Engineers, Inc. 401(k) Rs Plan in PA ($48M, 144 participants).
Which 401(k) plans cover a similar participant headcount to Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants, $918K 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 951705973.

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.