401(k) · DOL Form 5500 · 2023

Birch Point Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
95
Participants Small participant base
40th
Percentile by assets National rank
$42,386
Avg per participant Low balance/head
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Official DOL plan name: Bph Employee Benefits 401(k) Plan · Sponsored by Birch Point Holdings, Inc. · Minnesota · Transportation & Warehousing

$4M in assets, 95 participants

Birch Point Holdings, Inc.'s Bph Employee Benefits 401(k) Plan reported $4M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #1,357 in Transportation & Warehousing (3,362 peers)

Birch Point Holdings, Inc. multi-year trail

Birch Point Holdings, Inc.'s plans moved +28.6% in assets from 2022 to 2024; this filing shows Bph Employee Benefits 401(k) Plan at $4M / 95 participants.

#1,357
in Transportation & Warehousing (3,362 peers)
+15.7%
assets growth YoY

Bph Employee Benefits 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Bph Employee Benefits 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,026,659 40th percentile higher than 40% of 127,068 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 2023

Bph Employee Benefits 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bph Employee Benefits 401(k) Plan is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bph Employee Benefits 401(k) Plan reported net income rose from -$531K in the plan year 2022 filing to $546K in the plan year 2023 filing.
  • Bph Employee Benefits 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Bph Employee Benefits 401(k) Plan reported participants rose from 93 in the plan year 2022 filing to 95 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 451965821 · Birch Point Holdings, Inc. PY 2023 · 401(k)

Bph Employee Benefits 401(k) Plan · $4M · 95 · 40th

  • BOY $4M
  • SCH 95
  • EBSA 40th
  • PART 401(k)
  • TYPE near Creative Realities, Inc. 401(k) Retirement Plan
  • NET ind #1357

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 Transportation & Warehousing retirement plans → · Plans in Minnesota →

Bph Employee Benefits 401(k) Plan in the asset neighbourhood

Bph Employee Benefits 401(k) PlanBph Employee Benefits 401(k)…$4MCreative Realities, Inc. 401(k) Retirement PlanCreative Realities, Inc. 401…$4MTwin Oaks Juvenile Development, Inc. 401(k) PlanTwin Oaks Juvenile Developme…$4MNew England Tractor Trailer Training 401(k) Savings PlanNew England Tractor Trailer …$4MS Y B Construction Co., Inc 401(k) Plan & TrustS Y B Construction Co., Inc …$4M
End-of-year total assets ($M) among Bph Employee Benefits 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Birch Point Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Birch Point Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 28.567849792406193% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.48M $4.48M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 93 $3M
2023 1 95 $4M
2024 1 83 $4M

Birch Point Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$546K
Employer EIN451965821
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Bph Employee Benefits 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Bph Employee Benefits 401(k) Plan, Total assets ($B): 0.004026659 · Participants: 95Bph Employee Benefits 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Bph Employee Benefits 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Bph Employee Benefits 401(k) Plan side-by-side with 3 peers →

Bph Employee Benefits 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Creative Realities, Inc. 401(k) Retirement Plan in KY ($4M); by covered participants it is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bph Employee Benefits 401(k) Plan assets move in 2023? ▼
Bph Employee Benefits 401(k) Plan grew sharply - up 15.7% during 2023, from $3M to $4M. Reported net income was $546K.
How have Birch Point Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Birch Point Holdings, Inc.'s sponsor-wide assets grew 28.6%, from $3M to $4M.
Which 401(k) plans are similar in size to Bph Employee Benefits 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Creative Realities, Inc. 401(k) Retirement Plan in KY ($4M, 101 participants).
Which 401(k) plans cover a similar participant headcount to Bph Employee Benefits 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 451965821.

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.