401(k) · DOL Form 5500 · 2023

Birkeys Farm Store Inc 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
361
Participants Below avg headcount
84th
Percentile by assets National rank
$123,191
Avg per participant Near avg balance/head
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Official DOL plan name: Birkey's Farm Store, Inc. 401(k) Profit Sharing Plan · Sponsored by Birkeys Farm Store Inc · Illinois · Wholesale Trade

$44M in assets, 361 participants

Birkeys Farm Store Inc's Birkey's Farm Store, Inc. 401(k) Profit Sharing Plan reported $44M in total assets and 361 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #5,375 in Wholesale Trade (6,309 peers)

Coverage in Illinois

Birkey's Farm Store, Inc. 401(k) Profit Sharing Plan covers 361 participants in Illinois, about 46% of the average Illinois filer (state average ~779 per filing). Assets: $44M.

#5,375
in Wholesale Trade (6,309 peers)
+20.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Birkey's Farm Store, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Birkey's Farm Store, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$44,471,916 Top 16% higher than 84% 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

Birkey's Farm Store, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Birkey's Farm Store, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (361 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Birkey's Farm Store, Inc. 401(k) Profit Sharing Plan reported net income rose from -$10M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Birkey's Farm Store, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $37M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Birkey's Farm Store, Inc. 401(k) Profit Sharing Plan reported participants rose from 352 in the plan year 2022 filing to 361 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 370791276 · Birkeys Farm Store Inc PY 2023 · 401(k)

Birkey's Farm Store, Inc. 401(k) Profit Sharing Plan · $44M · 361 · 84th

  • BOOK $44M
  • VS-ST 361
  • BOY 84th
  • SCH 401(k)
  • EBSA near Claas Employees' Savings Plan
  • PART ind #5375

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 Wholesale Trade retirement plans → · Plans in Illinois →

Birkey's Farm Store, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Birkey's Farm Store, Inc. 401(k) Profit Sharing PlanBirkey's Farm Store, Inc. 40…$44MClaas Employees' Savings Plan$44MJakks Pacific, Inc. 401(k) PlanJakks Pacific, Inc. 401(k) P…$44MRenaissance Lakewood, LLC. 401(k) PlanRenaissance Lakewood, LLC. 4…$44MFerguson Electric Company Inc. Prevailing Wage/401(k) PlanFerguson Electric Company In…$44M
End-of-year total assets ($M) among Birkey's Farm Store, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$44M
Net Income$8M
Employer EIN370791276
Plan Effective Date1974-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Birkeys Farm Store Inc)

Sponsor-wide plan assets over time

All Birkeys Farm Store Inc plans reported in each filing year

Latest sponsor-wide plan assets
$85M 4.601705500849115% vs 2022
2024 filing year
$80M$85M$90M$95M$100M$105M 202220232024 $88.9M $84.8M ▼ -4.6%
Year Plans Participants Total Assets
2022 2 764 $89M
2023 2 772 $100M
2024 2 923 $85M

Nearby 401(k) Plans in Illinois

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

Birkey's Farm Store, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Birkey's Farm Store, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.044471916 · Participants: 361Birkey's Farm Store, Inc. 401(k) Profit Sharing PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Birkey's Farm Store, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Birkey's Farm Store, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Birkey's Farm Store, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Claas Employees' Savings Plan in NE ($44M); by covered participants it is Grunt Style, LLC 401(k) Profit Sharing Plan in TX (361 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($44M here).

Similar participant headcount

Nearest other-state filings by covered participants (361 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 Birkey's Farm Store, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Birkey's Farm Store, Inc. 401(k) Profit Sharing Plan grew sharply - up 20.7% during 2023, from $37M to $44M. Reported net income was $8M.
How have Birkeys Farm Store Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Birkeys Farm Store Inc's sponsor-wide assets declined 4.6%, from $89M to $85M.
Where does Birkey's Farm Store, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Birkey's Farm Store, Inc. 401(k) Profit Sharing Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Birkey's Farm Store, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Claas Employees' Savings Plan in NE ($44M, 322 participants).
Which 401(k) plans cover a similar participant headcount to Birkey's Farm Store, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Grunt Style, LLC 401(k) Profit Sharing Plan in TX (361 participants, $4M 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 370791276.

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.