401(k) · DOL Form 5500 · 2022

The F.a. Bartlett Tree Expert Co. 401(k) Plan

Data updated 2026-08-25

$136M
Total assets Near avg plan size
2,172
Participants Above avg headcount
94th
Percentile by assets National rank
$62,675
Avg per participant Low balance/head
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Official DOL plan name: Bartlett Tree 401(k) Plan · Sponsored by The F.a. Bartlett Tree Expert Co. · Connecticut · Administrative & Support Services

$136M in assets, 2,172 participants

The F.a. Bartlett Tree Expert Co.'s Bartlett Tree 401(k) Plan reported $136M in total assets and 2,172 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #4,793 in Administrative & Support Services (4,927 peers)

Coverage in Connecticut

Bartlett Tree 401(k) Plan covers 2,172 participants in Connecticut, 3.0x the typical Connecticut plan (state average ~718 per filing). Assets: $136M.

#4,793
in Administrative & Support Services (4,927 peers)
-15.7%
assets change YoY
1.4×
vs typical plan assets (national mean)

The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bartlett Tree 401(k) Plan's outsized position by total assets

Bartlett Tree 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$136,129,165 Top 6% higher than 94% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Bartlett Tree 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bartlett Tree 401(k) Plan lands in the large band (2,172 participants).

Published 5500 schedule card

Filing strip 060254490 · The F.a. Bartlett Tree Expert Co. PY 2022 · 401(k)

Bartlett Tree 401(k) Plan · $136M · 2,172 · 94th

  • ASSETS $136M
  • PCT 2,172
  • EIN 94th
  • RANK 401(k)
  • PHOTO near Liberty Media 401(k) Savings Plan
  • IND ind #4793

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 Administrative & Support Services retirement plans → · Plans in Connecticut →

Bartlett Tree 401(k) Plan in the asset neighbourhood

Darigold, Inc. 401(k) Savings PlanDarigold, Inc. 401(k) Saving…$136MFirst Eagle Investment Management 401(k) Retirement Savings PlanFirst Eagle Investment Manag…$136MBartlett Tree 401(k) Plan$136MLiberty Media 401(k) Savings PlanLiberty Media 401(k) Savings…$136MKulicke and Soffa Industries, Inc. Incentive Savings PlanKulicke and Soffa Industries…$136M
End-of-year total assets ($M) among Bartlett Tree 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$162M
Net Assets (End of Year)$136M
Net Income-$25M
Employer EIN060254490
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The F.a. Bartlett Tree Expert Co.)

Sponsor-wide plan assets over time

All The F.a. Bartlett Tree Expert Co. plans reported in each filing year

Latest sponsor-wide plan assets
$201M 47.97352940495889% vs 2022
2024 filing year
$120M$140M$160M$180M$200M$220M 202220232024 $136M $201M ▲ +48.0%
Year Plans Participants Total Assets
2022 1 2,172 $136M
2023 1 2,423 $171M
2024 1 2,572 $201M

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bartlett Tree 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Bartlett Tree 401(k) Plan, Total assets ($B): 0.136129165 · Participants: 2172Bartlett Tree 401(k) PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Bartlett Tree 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Bartlett Tree 401(k) Plan side-by-side with 3 peers →

Bartlett Tree 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Liberty Media 401(k) Savings Plan in CO ($136M); by covered participants it is Cheney Brothers, Inc. 401(k) Plan in FL (2,172 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,172 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bartlett Tree 401(k) Plan assets move in 2022? ▼
Bartlett Tree 401(k) Plan declined sharply - down 15.7% during 2022, from $162M to $136M. Reported net income was -$25M.
How have The F.a. Bartlett Tree Expert Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The F.a. Bartlett Tree Expert Co.'s sponsor-wide assets grew 48.0%, from $136M to $201M.
Where does Bartlett Tree 401(k) Plan rank by assets among Form 5500 filers? ▼
Bartlett Tree 401(k) Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Bartlett Tree 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Liberty Media 401(k) Savings Plan in CO ($136M, 585 participants).
Which 401(k) plans cover a similar participant headcount to Bartlett Tree 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cheney Brothers, Inc. 401(k) Plan in FL (2,172 participants, $74M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 060254490.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.