401(k) · DOL Form 5500 · 2022

Tom D. Branch, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
37th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Tom D. Branch, LLC, 401(k) Profit Sharing Plan · Sponsored by Tom D. Branch, LLC · Utah · Professional & Technical Services

$2M in assets, 2 participants

Tom D. Branch, LLC's Tom D. Branch, LLC, 401(k) Profit Sharing Plan reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #7,273 in Professional & Technical Services (21,562 peers)

Tom D. Branch, LLC multi-year trail

Tom D. Branch, LLC's plans moved -62.8% in assets from 2022 to 2024; this filing shows Tom D. Branch, LLC, 401(k) Profit Sharing Plan at $2M / 2 participants.

#7,273
in Professional & Technical Services (21,562 peers)
-1.0%
assets change YoY

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

Tom D. Branch, LLC, 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Tom D. Branch, LLC, 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,437,136 37th percentile higher than 37% 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

Tom D. Branch, LLC, 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tom D. Branch, LLC, 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 870669002 · Tom D. Branch, LLC PY 2022 · 401(k)

Tom D. Branch, LLC, 401(k) Profit Sharing Plan · $2M · 2 · 37th

  • BOOK $2M
  • VS-ST 2
  • BOY 37th
  • SCH 401(k)
  • EBSA near Equistar Chemicals, LP Savings & Investment Plan for Hourly Represented Employees
  • PART ind #7273

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 Professional & Technical Services retirement plans → · Plans in Utah →

Tom D. Branch, LLC, 401(k) Profit Sharing Plan in the asset neighbourhood

Tom D. Branch, LLC, 401(k) Profit Sharing PlanTom D. Branch, LLC, 401(k) P…$2MEquistar Chemicals, LP Savings & Investment Plan for Hourly Represented EmployeesEquistar Chemicals, LP Savin…$2MJohn P Reilly 401(k) Profit Sharing PlanJohn P Reilly 401(k) Profit …$2MFreight Sales, Inc. 401(k) Profit Sharing Plan and TrustFreight Sales, Inc. 401(k) P…$2MPrestige Farms Inc. 401(k) Profit Sharing Plan and TrustPrestige Farms Inc. 401(k) P…$2M
End-of-year total assets ($M) among Tom D. Branch, LLC, 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tom D. Branch, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Tom D. Branch, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$906K 62.844954077244765% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M$3M 202220232024 $2.44M $0.91M ▼ -62.7%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $815K
2024 1 2 $906K

Tom D. Branch, LLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$25K
Employer EIN870669002
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Tom D. Branch, LLC, 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Tom D. Branch, LLC, 401(k) Profit Sharing Plan, Total assets ($B): 0.002437136 · Participants: 2Tom D. Branch, LLC, 401(k) Profit Sharing PlanDeseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
Tom D. Branch, LLC, 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Tom D. Branch, LLC, 401(k) Profit Sharing Plan side-by-side with 3 peers →

Tom D. Branch, LLC, 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Equistar Chemicals, LP Savings & Investment Plan for Hourly Represented Employees in TX ($2M); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Tom D. Branch, LLC, 401(k) Profit Sharing Plan assets move in 2022? ▼
Tom D. Branch, LLC, 401(k) Profit Sharing Plan edged down modestly - down 1.0% during 2022, from $2M to $2M. Reported net income was -$25K.
How have Tom D. Branch, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tom D. Branch, LLC's sponsor-wide assets declined 62.8%, from $2M to $906K.
Which 401(k) plans are similar in size to Tom D. Branch, LLC, 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Equistar Chemicals, LP Savings & Investment Plan for Hourly Represented Employees in TX ($2M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Tom D. Branch, LLC, 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K 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 870669002.

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.