401(k) · DOL Form 5500 · 2022

Jim Birch & Associates Inc. 401(k) Plan

Data updated 2026-08-25

$285K
Total assets Small plan by assets
3
Participants Small participant base
13th
Percentile by assets National rank
$94,846
Avg per participant Below avg balance/head
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Official DOL plan name: Jim Birch & Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Jim Birch & Associates Inc. · Arkansas · Manufacturing

$285K in assets, 3 participants

Jim Birch & Associates Inc.'s Jim Birch & Associates, Inc. 401(k) Profit Sharing Plan reported $285K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.

  • #1,094 in Manufacturing (20,602 peers)

2022 asset change

Jim Birch & Associates, Inc. 401(k) Profit Sharing Plan declined sharply 15.8% in 2022 ($338K → $285K) for 3 participants.

#1,094
in Manufacturing (20,602 peers)
-15.8%
assets change YoY

The plan reported a net loss of $53K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jim Birch & Associates, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Jim Birch & Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$284,537 13th percentile higher than 13% 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

Jim Birch & Associates, Inc. 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. Jim Birch & Associates, Inc. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 710679726 · Jim Birch & Associates Inc. PY 2022 · 401(k)

Jim Birch & Associates, Inc. 401(k) Profit Sharing Plan · $285K · 3 · 13th

  • SCH $285K
  • SCH 3
  • SCH 13th
  • SCH 401(k)
  • SCH near Trevino Enterprises, Inc. 401(k) Profit Sharing Plan
  • SCH ind #1094

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 Manufacturing retirement plans → · Plans in Arkansas →

Jim Birch & Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Jim Birch & Associates, Inc. 401(k) Profit Sharing PlanJim Birch & Associates, Inc.…$285KTrevino Enterprises, Inc. 401(k) Profit Sharing PlanTrevino Enterprises, Inc. 40…$285KDemanding Logistics, Inc. 401(k) PlanDemanding Logistics, Inc. 40…$285KEtc Advisory, Inc. 401(k) PlanEtc Advisory, Inc. 401(k) Pl…$284KT J Scott Sole Proprietor 401(k) Profit Sharing PlanT J Scott Sole Proprietor 40…$285K
End-of-year total assets ($M) among Jim Birch & Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Jim Birch & Associates Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Jim Birch & Associates Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.1M$0.2M$0.3M$0.4M 20222023 $0.28M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 3 $285K
2023 1 3 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$338K
Net Assets (End of Year)$285K
Net Income-$53K
Employer EIN710679726
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arkansas

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

Jim Birch & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -10010203040 Total assets ($B) Participants Jim Birch & Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000284537 · Participants: 3Jim Birch & Associates, Inc. 401(k) Profit Sharing PlanWalmart 401(k) Plan, Total assets ($B): 36.747577034 · Participants: 1687830Walmart 401(k) PlanTyson Foods, Inc. Retirement Savings Plan, Total assets ($B): 3.240139798 · Participants: 109234Tyson Foods, Inc. Retirement Savings PlanDillard's, Inc. Investment & Employee Stock Ownership Plan, Total assets ($B): 2.448802275 · Participants: 30577Dillard's, Inc. Investment & Employee Stock Ownership PlanJ.B. Hunt Transport Services, Inc. Employee Retirement Plan, Total assets ($B): 1.120265109 · Participants: 34174J.B. Hunt Transport Services, Inc. Employee Retirement PlanWindstream 401(k) Plan, Total assets ($B): 1.09987819 · Participants: 10984Windstream 401(k) Plan
Jim Birch & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants
Compare Jim Birch & Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Jim Birch & Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arkansas, the nearest 401(k) by assets is Trevino Enterprises, Inc. 401(k) Profit Sharing Plan in VA ($285K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Jim Birch & Associates, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Jim Birch & Associates, Inc. 401(k) Profit Sharing Plan declined sharply - down 15.8% during 2022, from $338K to $285K. Reported net income was -$53K.
Where does Jim Birch & Associates, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Jim Birch & Associates, Inc. 401(k) Profit Sharing Plan ranks in the 13th 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 Jim Birch & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trevino Enterprises, Inc. 401(k) Profit Sharing Plan in VA ($285K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Jim Birch & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 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 710679726.

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.