401(k) · DOL Form 5500 · 2022

Branch Metrics, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
271
Participants Below avg headcount
75th
Percentile by assets National rank
$64,071
Avg per participant Low balance/head
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Official DOL plan name: Branch Metrics Retirement Trust · Sponsored by Branch Metrics, Inc. · California · Professional & Technical Services

$17M in assets, 271 participants

Branch Metrics, Inc.'s Branch Metrics Retirement Trust reported $17M in total assets and 271 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #16,175 in Professional & Technical Services (21,562 peers)

Coverage in California

Branch Metrics Retirement Trust covers 271 participants in California, about 43% of the average California filer (state average ~630 per filing). Assets: $17M.

#16,175
in Professional & Technical Services (21,562 peers)
+4.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Branch Metrics Retirement Trust's outsized position by total assets

Branch Metrics Retirement Trust vs every filed plan by assets

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

$17,363,300 Top 25% higher than 75% 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

Branch Metrics Retirement Trust 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. Branch Metrics Retirement Trust sits mid-pack in the medium band (271 participants).

Plan-year Form 5500 strip

Filing strip 462998750 · Branch Metrics, Inc. PY 2022 · 401(k)

Branch Metrics Retirement Trust · $17M · 271 · 75th

  • EBSA $17M
  • PART 271
  • TYPE 75th
  • NET 401(k)
  • BOOK near Journey Mental Health Center Inc 403b Plan
  • VS-ST ind #16175

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 California →

Branch Metrics Retirement Trust in the asset neighbourhood

Branch Metrics Retirement TrustBranch Metrics Retirement Tr…$17MJourney Mental Health Center Inc 403b PlanJourney Mental Health Center…$17MMann Eye Institute 401(k) PlanMann Eye Institute 401(k) Pl…$17MIndustrial Sales & Manufacturing, Inc. Profit Sharing PlanIndustrial Sales & Manufactu…$17MPharmaceutics International, Inc. 401(k) PlanPharmaceutics International,…$17M
End-of-year total assets ($M) among Branch Metrics Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$17M
Net Income$765K
Employer EIN462998750
Plan Effective Date2014-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Branch Metrics, Inc.)

Sponsor-wide plan assets over time

All Branch Metrics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 53.11532945926177% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.4M $26.6M ▲ +53.2%
Year Plans Participants Total Assets
2022 1 271 $17M
2023 1 338 $25M
2024 1 269 $27M

Nearby 401(k) Plans in California

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

Branch Metrics Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Branch Metrics Retirement Trust, Total assets ($B): 0.0173633 · Participants: 271Branch Metrics Retirement TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Branch Metrics Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Branch Metrics Retirement Trust side-by-side with 3 peers →

Branch Metrics Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Journey Mental Health Center Inc 403b Plan in WI ($17M); by covered participants it is Hutton Corporation 401(k) Plan in KS (271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (271 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 Branch Metrics Retirement Trust assets move in 2022? ▼
Branch Metrics Retirement Trust edged up modestly - up 4.6% during 2022, from $17M to $17M. Reported net income was $765K.
How have Branch Metrics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Branch Metrics, Inc.'s sponsor-wide assets grew 53.1%, from $17M to $27M.
Where does Branch Metrics Retirement Trust rank by assets among Form 5500 filers? ▼
Branch Metrics Retirement Trust ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Branch Metrics Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Journey Mental Health Center Inc 403b Plan in WI ($17M, 519 participants).
Which 401(k) plans cover a similar participant headcount to Branch Metrics Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Hutton Corporation 401(k) Plan in KS (271 participants, $17M 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 462998750.

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.