401(k) · DOL Form 5500 · 2022

Birch Grove Software, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
162
Participants Small participant base
38th
Percentile by assets National rank
$16,081
Avg per participant Low balance/head
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Official DOL plan name: Activtrak 401(k) Plan · Sponsored by Birch Grove Software, Inc. · Texas · Information & Media

$3M in assets, 162 participants

Birch Grove Software, Inc.'s Activtrak 401(k) Plan reported $3M in total assets and 162 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #660 in Information & Media (2,911 peers)

Coverage in Texas

Activtrak 401(k) Plan covers 162 participants in Texas, about 24% of the average Texas filer (state average ~688 per filing). Assets: $3M.

#660
in Information & Media (2,911 peers)
$730K
reported net income

Activtrak 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Activtrak 401(k) Plan vs every filed plan by assets

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

$2,605,046 38th percentile higher than 38% 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

Activtrak 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Activtrak 401(k) Plan sits mid-pack in the medium band (162 participants).

DOL schedule card

Filing strip 752602877 · Birch Grove Software, Inc. PY 2022 · 401(k)

Activtrak 401(k) Plan · $3M · 162 · 38th

  • NET $3M
  • BOOK 162
  • VS-ST 38th
  • BOY 401(k)
  • SCH near Rubenfaer & Associates, P.C. 401(k) Plan
  • EBSA ind #660

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 Information & Media retirement plans → · Plans in Texas →

Activtrak 401(k) Plan in the asset neighbourhood

Activtrak 401(k) Plan$3MEldor Automotive Powertrain US 401(k) Profit Sharing PlanEldor Automotive Powertrain …$3MAir Van Lines, Inc. 401(k) and Profit Sharing PlanAir Van Lines, Inc. 401(k) a…$3MPrecision Molding, Inc. 401(k) PlanPrecision Molding, Inc. 401(…$3MRubenfaer & Associates, P.C. 401(k) PlanRubenfaer & Associates, P.C.…$3M
End-of-year total assets ($M) among Activtrak 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$3M
Net Income$730K
Employer EIN752602877
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Birch Grove Software, Inc.)

Sponsor-wide plan assets over time

All Birch Grove Software, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 141.7288216791565% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $2.61M $6.3M ▲ +141.4%
Year Plans Participants Total Assets
2022 1 162 $3M
2023 1 155 $5M
2024 1 132 $6M

Nearby 401(k) Plans in Texas

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

Activtrak 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Activtrak 401(k) Plan, Total assets ($B): 0.002605046 · Participants: 162Activtrak 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Activtrak 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Activtrak 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Rubenfaer & Associates, P.C. 401(k) Plan in MI ($3M); by covered participants it is Severson Group 401(k) Plan in CA (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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 have Birch Grove Software, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Birch Grove Software, Inc.'s sponsor-wide assets grew 141.7%, from $3M to $6M.
Which 401(k) plans are similar in size to Activtrak 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rubenfaer & Associates, P.C. 401(k) Plan in MI ($3M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Activtrak 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Severson Group 401(k) Plan in CA (162 participants, $14M 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 752602877.

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.