401(k) · DOL Form 5500 · 2023
Burke, Williams & Sorensen, LLP 401(k) Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 99
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $407,602
- Avg per participant High balance/head
Official DOL plan name: Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan · Sponsored by Burke, Williams & Sorensen, LLP · California · Professional & Technical Services
$40M in assets, 99 participants
Burke, Williams & Sorensen, LLP's Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan reported $40M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #17,047 in Professional & Technical Services (20,321 peers)
Where Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan sits by assets
Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $40M for 99 participants (~$407,602/participant), up 32.7% in 2023.
- #17,047
- in Professional & Technical Services (20,321 peers)
- +32.7%
- assets growth YoY
- 0.4×
- 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 2023 · DOL Form 5500
$40,352,616 Top 17% higher than 83% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan is a small filing (99 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan end-of-year assets rose from $30M in the plan year 2022 filing to $40M in the plan year 2023 filing.
- Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan reported participants rose from 89 in the plan year 2022 filing to 99 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 951705973 · Burke, Williams & Sorensen, LLP PY 2023 · 401(k)
Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan · $40M · 99 · 83rd
- ASSETS $40M
- ASSETS 99
- ASSETS 83rd
- ASSETS 401(k)
- ASSETS near Solesis 401(k) Plan
- ASSETS ind #17047
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
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $7M |
| Employer EIN | 951705973 |
| Plan Effective Date | 1989-07-01 |
| 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.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
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 Solesis 401(k) Plan in PA ($40M); by covered participants it is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
- Solesis 401(k) Plan (PA) $40M · 352
- Hinkle Shanor LLP Salary Savings Plan and Trust (NM) $40M · 80
- Contract Land Staff, LLC 401(k) Plan (TX) $40M · 1,067
- Michael & Susan Dell Foundation 401(k) Plan (TX) $40M · 88
Similar participant headcount
Nearest other-state filings by covered participants (99 participants); asset peers above are excluded.
- Arj Infusion Services, Inc. Employees Savings Trust (KS) 99 · 0 off
- Burns Pest Elimination, Inc. 401(k) Plan (AZ) 99 · 0 off
- Develey USA 401(k) Plan (TN) 99 · 0 off
- U.S. Paint Employees Retirement Plan (MO) 99 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.