s.
Department of Labor filing
Spot something wrong?BURKHALTER KESSLER CLEMENT & GEO
BURKHALTER KESSLER CLEMENT & GEORGE, LLP 401(K) PROFIT SHARIN · For the plan year ended Dec 31, 2025
Public filing 2025 · received Jun 5, 2026Verified current terms Not available
Plan summary
The numbers that matter first
On the filing measures we can compare, this plan looks broadly typical among similar plans.
64plan health
high confidence
high confidence
Extracted from an official plan filing; editorial verification is pending.
1 %.
butions: Participant 31,205,387 Company 10,019,952 Rollover 2,048,209 Total contributions 43,273,548 Total additions 82,226,450 Deductions Benefits paid to participants 36,769,368 Administrative expenses 693,065 Total deductions 37,462,433 Net increase in net assets available for benefits 44,764,017 Net assets available for benefits, beginning of year 276,182,156 Net assets available for benefits, end of year $ 320,946,173 The accompanying notes are an integral part of this financial statement.
ipants who have attained age 50 before the end of the Plan year are eligible to make catch-up contributions.
er to the Plan document for more complete information.
The selected official filing does not establish a current default rate.
utions from 1 % to 75 % of a participant’s eligible compensation, subject to certain Internal Revenue Code (“IRC”) limitations. The Plan also allows participants to make after-tax Roth 401(k) contributions. Participants are vested immediately in their contributions plus actual earnings thereon. The Plan allows for rollovers of vested balances from previous employers’ qualified plans. Participants who have attained age 50 before the end of the Plan year are eligible to make catch-up contributions. Participants direct the investment of their contributions into various investment options offered by the Plan. The Company may contribute to the Plan either annual or bi-weekly matching contributions on behalf of participants who made elective deferrals during such period in an amount determined a
Up 0.0% over the filing history shown.
Participation up 0.0% · assets up 0.0% · loans 0.3% of assets
How the score works →What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.
Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.
Filing comparison · 202555out of 100 among similar-size plans in the same industry when enough peers exist
How this filing compares
Reported employer contributions73rd percentileTypical peer $2,475 · based on 85,770 comparable plans
Lower reported administrative expense12th percentileTypical peer $102 · based on 77,997 comparable plans
This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.
Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.
The short version
What employees should know
For the year ended Dec 31, 2025, BURKHALTER KESSLER CLEMENT & GEO reported $130,238 in employer contributions across this plan, or $4,341 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.
Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.
Change in employer contributions per active participant.
Change in reported administrative cost per participant. Fund expenses may be separate.
Compared with similarly sized plans in the same industry.
What this public record cannot answer
For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.
Money and scale
Contributions, assets, and expenses
These are plan-wide totals. They are not individual account balances.
- Employer contributions
- $130,238 $4,341 per active participant
- Participant contributions
- $471,465
- Other contributions
- Not reported Amounts not classified as employer or participant contributions
- Employer share of contributions
- 21.6%
- Active participants
- 30 Small plan
- Total participants
- 38 37 at the beginning of the year
- Ending assets
- $15,509,352 $408,141 per participant
- Net-asset change
- Up 0.0% Not the same as investment performance
- Beginning net assets
- $12,760,125
- Ending net assets
- $15,509,352
- Beginning liabilities
- Not reported
- Ending liabilities
- Not reported
- Total income
- $2,902,556
- Total expenses
- $153,329
- Administrative expenses
- $34,470 $907 per active participant
- Participant loans
- $46,190 0.3% of plan assets
Three-year filing history
How the reported figures changed
Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.
2025
$4,341
2025
$907
2025
30
2025
$15,509,352
2025
0.3%
| Plan year | Employer money per active participant | Active participants | Plan assets |
|---|---|---|---|
| 2025 | $4,341 | 30 | 15.5M |
Changes in plan assets are not the same as investment performance.
Plan health
Operational signals worth checking
- Participant loans as a share of plan assets
- 0.3%
- Independent accountant’s opinion
- Not stated in the filing
- Late participant contributions reported
- Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
- Loan defaults reported
- Not reported
- Lease defaults reported
- Not reportedOnly a small number of filings report these events.
- Nonexempt transactions reported
- Not reported
- Public plan identifier
- 330978221-001
Reported plan details
Identity and filing status
- Plan type
- Retirement plan
- Employer arrangement
- 1
- Plan effective date
- Jan 1, 2002
- Industry
- Professional, scientific, and technical services
- Amended filing
- No
- Final filing for this plan
- No
- Short plan year
- No
- 401(k) feature reported
- Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D3H
Company filings
What the company has told the SEC about this plan
We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.
11-K · report period Dec 31, 2025GEO GROUP INC — 11-K filed 2026-06-25 ↗
Official filing · details not yet checkedWhat it says about employer contributions
s. Participants direct the investment of their contributions into various investment options offered by the Plan. The Company may contribute to the Plan either annual or bi-weekly matching contributions on behalf of participants who made elective deferrals during such period in an amount determined annually by the Company’s management. The Company may, at its discretion, designate a different matching contribution formula for participants at each separate work site, and/or participants with different job classifications. In order to be entitled to an allocation of the Company’s discretionary annual matching contribution, participants, as defined under the Plan, must be employed on the last day of the Plan year. Also, the Company, at its discretion, may make a non-elective contribution to t
What it says about vesting
1 %. Generally, principal and interest is paid ratably through monthly payroll deductions. Vesting Participants fully vest in the Company’s contributions upon completion of three years of vesting service, as defined in the Plan. Additionally, Company contributions become fully vested upon normal retirement age, as defined by the Plan, death, or termination of employment as a result of a total or permanent disability. See vesting schedule below: Years of Vesting Service Vested Interest Less than 3 0 % 3 or more 100 % 6 Forfeited Accounts At December 31, 2025 and 2024, forfeited non-vested amounts totaled approximately $ 776,000 and $ 949,000 , respectively. Any non-vested portion of matching contributions credited to the accounts of participants who withdraw prior to becoming fully vested
What it says about fees
butions: Participant 31,205,387 Company 10,019,952 Rollover 2,048,209 Total contributions 43,273,548 Total additions 82,226,450 Deductions Benefits paid to participants 36,769,368 Administrative expenses 693,065 Total deductions 37,462,433 Net increase in net assets available for benefits 44,764,017 Net assets available for benefits, beginning of year 276,182,156 Net assets available for benefits, end of year $ 320,946,173 The accompanying notes are an integral part of this financial statement. 5 THE GEO SAVE 401(K) PLAN Notes to Financ ial Statements December 31, 2025 and 2024 Note 1 - Plan Description The GEO Save 401(k) Plan (the “Plan”) is a defined contribution plan sponsored by GEO Group, Inc. (the “Company”). The Plan is subject to the provisions of the Employee Retirement Income Se
Current plan terms
Help fill the gap the filing leaves.
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Filing evidence
Open the selected public records
We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.
Filing ACK_ID20260605051518NAL0001502737001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗