401(k) · DOL Form 5500 · 2022

Birch Family Services, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
799
Participants Near avg headcount
79th
Percentile by assets National rank
$27,499
Avg per participant Low balance/head
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Official DOL plan name: Birch Family Services Retirement Plan · Sponsored by Birch Family Services, Inc. · New York · Educational Services

$22M in assets, 799 participants

Birch Family Services, Inc.'s Birch Family Services Retirement Plan reported $22M in total assets and 799 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,544 in Educational Services (4,024 peers)

Where Birch Family Services Retirement Plan sits by assets

Birch Family Services Retirement Plan sits in the top quartile of all filed plans by assets, $22M for 799 participants (~$27,499/participant), up 7.8% in 2022.

#2,544
in Educational Services (4,024 peers)
+7.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Birch Family Services Retirement Plan's outsized position by total assets

Birch Family Services Retirement Plan vs every filed plan by assets

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

$21,971,924 Top 21% higher than 79% 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

Birch Family Services Retirement 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 Retirement Plan sits mid-pack in the medium band (799 participants).

Plan-year Form 5500 strip

Filing strip 112503193 · Birch Family Services, Inc. PY 2022 · 401(k)

Birch Family Services Retirement Plan · $22M · 799 · 79th

  • 5500 $22M
  • 5500 799
  • 5500 79th
  • 5500 401(k)
  • 5500 near Continental Office Interests Savings Plan
  • 5500 ind #2544

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 Retirement Plan in the asset neighbourhood

St. Clair Specialty Physicians, P. C. Employees'St. Clair Specialty Physicia…$22MBirch Family Services Retirement PlanBirch Family Services Retire…$22MContinental Office Interests Savings PlanContinental Office Interests…$22MWplg, 401(k) Plan$22MDempsey Uniform and Linen Supply, Inc. 401(k) Profit Sharing PlanDempsey Uniform and Linen Su…$22M
End-of-year total assets ($M) among Birch Family Services Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN112503193
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Birch Family Services, Inc.)

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
$30M$35M$40M$45M$50M 202220232024 $33.7M $44.8M ▲ +32.9%
Year Plans Participants Total Assets
2022 2 1,598 $34M
2023 2 1,620 $39M
2024 2 1,677 $45M

Nearby 401(k) Plans in New York

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

Birch Family Services Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Birch Family Services Retirement Plan, Total assets ($B): 0.021971924 · Participants: 799Birch Family Services Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Birch Family Services Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Birch Family Services Retirement Plan side-by-side with 3 peers →

Birch Family Services Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Continental Office Interests Savings Plan in OH ($22M); by covered participants it is O'brien Auto Group 401(k) Plan in WA (799 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (799 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 Birch Family Services Retirement Plan assets move in 2022? ▼
Birch Family Services Retirement Plan grew at a solid clip - up 7.8% during 2022, from $20M to $22M. Reported net income was $2M.
How have Birch Family Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Birch Family Services, Inc.'s sponsor-wide assets grew 32.9%, from $34M to $45M.
Where does Birch Family Services Retirement Plan rank by assets among Form 5500 filers? ▼
Birch Family Services Retirement Plan ranks in the 79th 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 Birch Family Services Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Continental Office Interests Savings Plan in OH ($22M, 204 participants).
Which 401(k) plans cover a similar participant headcount to Birch Family Services Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is O'brien Auto Group 401(k) Plan in WA (799 participants, $42M 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 112503193.

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.