WILLIAM BURKE LTD.
WILLIAM BURKE LTD. 401K PLAN · For the plan year ended Dec 31, 2025
At a glance
The details employees usually care about
Bottom line: The employer contribution is documented. Vesting is not confirmed yet. Reported employer money is near the middle of its peer group.
from public filings
See what drives the plan health score
Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.
tions.
There is not enough detail for a reliable example.
Up 0.0% over the filing history shown.
Participation up 0.0% · assets up 0.0% · loans 0.8% of assets
How this is calculated →Still checking: vesting, employee fees, investment choices, eligibility, automatic enrollment, Roth availability
These details may be in documents available only to employees. We leave them blank until we find a dated source.
What to check first: the match, vesting, waiting period and fees. Use the filing history to see how the plan has changed over time.
One limitation: public filings do not show your personal investment returns. A blank means we could not verify the answer; it does not count against the plan. We still need a current plan document for today’s benefit rules.
How this filing compares
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, WILLIAM BURKE LTD. reported $24,705 in employer contributions across this plan, or $549 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.
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
- $24,705 $549 per active participant
- Participant contributions
- $181,097
- Other contributions
- $279,803 Amounts not classified as employer or participant contributions
- Employer share of contributions
- 5.1%
- Active participants
- 45 Small plan
- Total participants
- 67 63 at the beginning of the year
- Ending assets
- $6,040,193 $90,152 per participant
- Net-asset change
- Up 0.0% Not the same as investment performance
- Beginning net assets
- $5,435,263
- Ending net assets
- $6,040,193
- Beginning liabilities
- Not reported
- Ending liabilities
- Not reported
- Total income
- $1,364,027
- Total expenses
- $759,097
- Administrative expenses
- $34,067 $508 per active participant
- Participant loans
- $48,943 0.8% 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.
| Plan year | Employer money per active participant | Active participants | Plan assets |
|---|---|---|---|
| 2025 | $549 | 45 | 6M |
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
- 0.8%
- 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
- 421125380-002
Reported plan details
Identity and filing status
- Plan type
- Retirement plan
- Employer arrangement
- 1
- Plan effective date
- Sep 1, 1992
- Industry
- Retail trade
- Amended filing
- No
- Final filing for this plan
- No
- Short plan year
- No
- 401(k) feature reported
- Yes
Show DOL characteristic codes
2E2F2G2J2K3D
Company filings
Retirement-plan details in SEC filings
These are relevant passages from company filings. Open the filing for context; a passage only becomes a current plan term after we check its wording and date.
Employer contributions
tions. We offer a competitive compensation and benefits program to our employees. In addition to salaries, these programs include annual bonus opportunities, a 401(k) plan with an employer matching contribution, healthcare and insurance benefits, flexible spending accounts, paid time off, and an employee assistance program. We also support dedicated campaigns that communicate directly to employees about wellness. Employee well-being is further supported through policies such as remote work, paid parental leave, military service leave, educational assistance, and bereavement leave policies. General Corporate Information Our headquarters is located at 100 S. Fairfax Street, Alexandria, Virginia 22314, and our telephone number at that address is 703-666-3555. We also maintain executive office
Vesting
nefits for eligible employees through a defined benefit pension plan. Employees hired prior to June 1, 2005 participate in the retirement plan on a non-contributing basis and were fully vested after five years of service. 134 Table of Contents Note 9— Defined Benefit Pension Plan (continued) The following tables set forth the Plan’s status and related disclosures (in thousands): December 31, 2025 December 31, 2024 Changes in benefit obligation: Benefit obligation at beginning of year $ 28,600 $ 31,500 Service cost 400 445 Interest cost 1,550 1,456 Actuarial (gain) loss 779 ( 3,040 ) Distributions ( 1,587 ) ( 1,761 ) Benefit obligation at end of year $ 29,742 $ 28,600 Change in plan assets: Fair value of plan assets at beginning of year $ 30,614 $ 33,181 Adjustment to beginning of year fair
Fees
and • The ability to make investments to promote compliance with existing and evolving regulatory requirements that will increase as the Company grows and will result in increased administrative expenses that we did not previously incur, which costs may materially increase our general and administrative expenses. Our financial performance is also substantially affected by a number of external factors outside of our control, including the following: • Economic conditions, and volatility in markets, including the effects of pandemics, wars, political conflicts, political instability, hostility and uncertainty both in the U.S. and abroad, government spending policies, trade policies, including tariffs and tariff counter-measures, and other barriers to trade (including the threat of such actio
Current plan terms
Help fill the gap the filing leaves.
If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.
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.