401(k) · DOL Form 5500 · 2023
Broken Hart Tree Company 401(k) Plan
Data updated 2026-08-25
- $737K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $368,459
- Avg per participant High balance/head
Official DOL plan name: Broken Hart Tree Company 401(k) Profit Sharing Plan · Sponsored by Broken Hart Tree Company · California · Agriculture, Forestry & Fishing
$737K in assets, 2 participants
Broken Hart Tree Company's Broken Hart Tree Company 401(k) Profit Sharing Plan reported $737K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.
- #239 in Agriculture, Forestry & Fishing (1,288 peers)
Broken Hart Tree Company multi-year trail
Broken Hart Tree Company's plans moved -26.8% in assets from 2022 to 2024; this filing shows Broken Hart Tree Company 401(k) Profit Sharing Plan at $737K / 2 participants.
- #239
- in Agriculture, Forestry & Fishing (1,288 peers)
- -7.7%
- assets change YoY
The plan reported a net loss of $62K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Broken Hart Tree Company 401(k) Profit Sharing Plan among the smaller filed plans by assets
Broken Hart Tree Company 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$736,917 21st percentile higher than 21% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Broken Hart Tree Company 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Broken Hart Tree Company 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Broken Hart Tree Company 401(k) Profit Sharing Plan reported net income rose from -$238K in the plan year 2022 filing to -$62K in the plan year 2023 filing.
- Broken Hart Tree Company 401(k) Profit Sharing Plan end-of-year assets fell from $799K in the plan year 2022 filing to $737K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 831929914 · Broken Hart Tree Company PY 2023 · 401(k)
Broken Hart Tree Company 401(k) Profit Sharing Plan · $737K · 2 · 21st
- EBSA $737K
- EBSA 2
- EBSA 21st
- EBSA 401(k)
- EBSA near Lauer Tree Holdings Investment Plan
- EBSA ind #239
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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →
Broken Hart Tree Company 401(k) Profit Sharing Plan in the asset neighbourhood
Broken Hart Tree Company multi-year asset trail
Sponsor-wide plan assets over time
All Broken Hart Tree Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $585K 26.767162635433532% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $799K |
| 2023 | 1 | 2 | $737K |
| 2024 | 1 | 2 | $585K |
Broken Hart Tree Company filing trail (2023)
| Total Assets (Beginning of Year) | $799K |
|---|---|
| Net Assets (End of Year) | $737K |
| Net Income | -$62K |
| Employer EIN | 831929914 |
| Plan Effective Date | 2018-09-18 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Broken Hart Tree Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Lauer Tree Holdings Investment Plan in WI ($737K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($737K here).
- Lauer Tree Holdings Investment Plan (WI) $737K · N/A
- Concierge Renovation Company 401(k) Plan (TX) $737K · 41
- Spaghettwest Corporation 401(k) Plan (OR) $737K · 2
- Bron-Yr-Aur Investment Corp. 401(k) Plan (WA) $737K · 8
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.