401(k) · DOL Form 5500 · 2022

Birchwood Operations, LLC 401(k) Plan

Data updated 2026-08-25

$591K
Total assets Small plan by assets
98
Participants Small participant base
20th
Percentile by assets National rank
$6,026
Avg per participant Low balance/head
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Official DOL plan name: U. S. Small Business Exchange 401(k) Plan · Sponsored by Birchwood Operations, LLC · Vermont · Healthcare & Social Assistance

$591K in assets, 98 participants

Birchwood Operations, LLC's U. S. Small Business Exchange 401(k) Plan reported $591K in total assets and 98 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,175 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

U. S. Small Business Exchange 401(k) Plan grew at a solid clip 8.8% in 2022 ($543K → $591K) for 98 participants.

#3,175
in Healthcare & Social Assistance (20,060 peers)
+8.8%
assets growth YoY

U. S. Small Business Exchange 401(k) Plan among the smaller filed plans by assets

U. S. Small Business Exchange 401(k) Plan vs every filed plan by assets

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

$590,582 20th percentile higher than 20% 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

U. S. Small Business Exchange 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. U. S. Small Business Exchange 401(k) Plan is a small filing (98 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 822276658 · Birchwood Operations, LLC PY 2022 · 401(k)

U. S. Small Business Exchange 401(k) Plan · $591K · 98 · 20th

  • BOOK $591K
  • VS-ST 98
  • BOY 20th
  • SCH 401(k)
  • EBSA near Traffic & Lighting Systems LLC Savings Incentive Plan
  • PART ind #3175

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 Healthcare & Social Assistance retirement plans → · Plans in Vermont →

U. S. Small Business Exchange 401(k) Plan in the asset neighbourhood

U. S. Small Business Exchange 401(k) PlanU. S. Small Business Exchang…$591KTraffic & Lighting Systems LLC Savings Incentive PlanTraffic & Lighting Systems L…$591KWnp Pool N Park, Inc. 401(k) PlanWnp Pool N Park, Inc. 401(k)…$591KMills Wealth Advisors, LLC 401(k) Savings Plan and TrustMills Wealth Advisors, LLC 4…$591KIndiana Automation, Inc. 401(k)PlanIndiana Automation, Inc. 401…$591K
End-of-year total assets ($M) among U. S. Small Business Exchange 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$543K
Net Assets (End of Year)$591K
Net Income$48K
Employer EIN822276658
Plan Effective Date2019-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Vermont

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

U. S. Small Business Exchange 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants U. S. Small Business Exchange 401(k) Plan, Total assets ($B): 0.000590582 · Participants: 98U. S. Small Business Exchange 401(k) PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.648944074 · Participants: 8856The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.259900906 · Participants: 1153National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.196446196 · Participants: 512Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.131415774 · Participants: 515Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.114229826 · Participants: 380Incentive Retirement Plan for Employees of PC Construction Company
U. S. Small Business Exchange 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare U. S. Small Business Exchange 401(k) Plan side-by-side with 3 peers →

U. S. Small Business Exchange 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Traffic & Lighting Systems LLC Savings Incentive Plan in OK ($591K); by covered participants it is Sierra7 401(k) Plan in VA (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 U. S. Small Business Exchange 401(k) Plan assets move in 2022? ▼
U. S. Small Business Exchange 401(k) Plan grew at a solid clip - up 8.8% during 2022, from $543K to $591K. Reported net income was $48K.
Where does U. S. Small Business Exchange 401(k) Plan rank by assets among Form 5500 filers? ▼
U. S. Small Business Exchange 401(k) Plan ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to U. S. Small Business Exchange 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Traffic & Lighting Systems LLC Savings Incentive Plan in OK ($591K, 120 participants).
Which 401(k) plans cover a similar participant headcount to U. S. Small Business Exchange 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sierra7 401(k) Plan in VA (98 participants, N/A 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 822276658.

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.