How big is Burke & Herbert Bank & Trust Company's plan?

Burke & Herbert Bank & Trust Company's plan reported $3.6M in assets and 4 participants for 2023.

Original filing (PDF)20250730145820NAL0010698146001

Burke & Herbert Bank & Trust Company

Name: Burke & Herbert Bank & Trust Company — First Peoples, Form 5500 (2023)
Creator: Burke & Herbert Bank & Trust Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

First Peoples Bank, Inc. Defined Benefit Pension Plan

Defined-benefit pension plan · Burke & Herbert Bank & Trust Company's First Peoples Bank, Inc. Defined Benefit Pension Plan held $3.6M in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Leigh A. Lewis signed Burke & Herbert Bank & Trust Company's 2023 Form 5500 as plan administrator.

Leigh A. Lewis — Plan Administrator — Form 5500 signer
Danyl Freeman — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Burke & Herbert Bank & Trust Company's EIN is 54-0155785.

EIN 54-0155785

Plan number 003

Plan year 2023

ACK ID 20250730145820NAL0010698146001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Burke & Herbert Bank & Trust Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Burke & Herbert Bank & Trust Company's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BURKE & HERBERT BANK & TRUST COMPANY.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off