Other · DOL Form 5500 · 2022
Birch Family Services, Inc. Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 799
- Participants Near avg headcount
- 68th
- Percentile by assets National rank
- $14,642
- Avg per participant Low balance/head
Official DOL plan name: Birch Family Services 403(b) Retirement Savings Plan · Sponsored by Birch Family Services, Inc. · New York · Educational Services
$12M in assets, 799 participants
Birch Family Services, Inc.'s Birch Family Services 403(b) Retirement Savings Plan reported $12M in total assets and 799 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.
- #2,024 in Educational Services (4,024 peers)
Birch Family Services, Inc. multi-year trail
Birch Family Services, Inc.'s plans moved +32.9% in assets from 2022 to 2024; this filing shows Birch Family Services 403(b) Retirement Savings Plan at $12M / 799 participants.
- #2,024
- in Educational Services (4,024 peers)
- +18.5%
- assets growth YoY
Birch Family Services 403(b) Retirement Savings Plan's outsized position by total assets
Birch Family Services 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,699,168 Top 32% higher than 68% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Birch Family Services 403(b) Retirement Savings 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. Birch Family Services 403(b) Retirement Savings Plan sits mid-pack in the medium band (799 participants).
Form 5500 schedule snapshot
Filing strip 112503193 · Birch Family Services, Inc. PY 2022 · Other
Birch Family Services 403(b) Retirement Savings Plan · $12M · 799 · 68th
- BOOK $12M
- VS-ST 799
- BOY 68th
- SCH Other
- EBSA near Camarena Health 403(b) Retirement Plan
- PART ind #2024
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 Educational Services retirement plans → · Plans in New York →
Birch Family Services 403(b) Retirement Savings Plan in the asset neighbourhood
Birch Family Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Birch Family Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 32.90088720615298% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,598 | $34M |
| 2023 | 2 | 1,620 | $39M |
| 2024 | 2 | 1,677 | $45M |
Birch Family Services, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 112503193 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
Birch Family Services 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Camarena Health 403(b) Retirement Plan in CA ($12M); by covered participants it is Lee University Defined Contribution Retirement Pla in TN (800 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Camarena Health 403(b) Retirement Plan (CA) $12M · 469
- Bridgewell 403(b) Plan (MA) $12M · 1,006
- Life Enriching Communities 403b Plan (OH) $12M · 1,149
- Sunset Association Retirement Savings Plan (MI) $12M · 379
Similar participant headcount
Nearest other-state filings by covered participants (799 participants); asset peers above are excluded.
- Lee University Defined Contribution Retirement Pla (TN) 800 · 1 off
- Northwestern Medical Center, Inc. 403(b) Plan (VT) 796 · 3 off
- Uniontown Hospital Tax Sheltered Annuity Plan (PA) 795 · 4 off
- Carleton College Defined Contribution Plan (MN) 795 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.