Burke & Herbert Bank 401(k) Plan: Login, Facts & Contact Information
Burke & Herbert Bank 401(k) Login
156 former Burke & Herbert Bank employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Burke & Herbert Bank 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 29, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $4.32 million went into the plan in contributions, $998,944 of it from the employer (23%).
- $6.97 million was paid out to participants.
- Investment and other income added $9.55 million.
- Administrative expenses were $16,522, about $33 per account.
How the Burke & Herbert Bank 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 542 | $45.8 million | $1.07 million | $2.74 million |
| 2020 | 541 | $53.2 million | $1.03 million | $3.67 million |
| 2021 | 514 | $61.4 million | $1.02 million | $3.79 million |
| 2022 | 519 | $51.7 million | $1.08 million | $3.82 million |
| 2023 | 549 | $60.7 million | $1.10 million | $4.91 million |
| 2024 | 555 | $67.5 million | $998,944 | $6.97 million |
Burke & Herbert Bank 401(k) Contact Information
Questions about the Burke & Herbert Bank 401(k)
Does Burke & Herbert Bank contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $998,944, 23% of all contributions.
Does the Burke & Herbert Bank 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Burke & Herbert Bank 401(k) plan?
555 participants at the start of plan year 2024, 352 of them active employees, and 156 former employees who still had money in the plan.
What is the average 401(k) balance at Burke & Herbert Bank?
About $132,970 per account: $67.5 million in plan assets across 508 accounts with a balance at the end of plan year 2024.
Who manages the Burke & Herbert Bank 401(k) accounts?
Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Burke & Herbert Bank. How do I access my 401(k)?
Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.