401(k) · DOL Form 5500 · 2023
The Branch Group Inc 401(k) Plan
Data updated 2026-08-25
- $105M
- Total assets Near avg plan size
- 978
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $107,106
- Avg per participant Below avg balance/head
Official DOL plan name: The Branch Group Inc and Affiliates Employee Stock Ownership and Savings Plan · Sponsored by The Branch Group Inc · Virginia · Construction
$105M in assets, 978 participants
The Branch Group Inc's The Branch Group Inc and Affiliates Employee Stock Ownership and Savings Plan reported $105M in total assets and 978 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #8,120 in Construction (9,030 peers)
Where The Branch Group Inc and Affiliates Employee Stock Ownership and Savings Plan sits by assets
The Branch Group Inc and Affiliates Employee Stock Ownership and Savings Plan sits in the top 10% of all filed plans by assets, $105M for 978 participants (~$107,106/participant), up 19.6% in 2023.
- #8,120
- in Construction (9,030 peers)
- +19.6%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
The Branch Group Inc and Affiliates Employee Stock Ownership and Savings Plan's outsized position by total assets
The Branch Group Inc and Affiliates Employee Stock Ownership and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$104,749,380 Top 8% higher than 92% 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
The Branch Group Inc and Affiliates Employee Stock Ownership and Savings 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. The Branch Group Inc and Affiliates Employee Stock Ownership and Savings Plan sits mid-pack in the medium band (978 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Branch Group Inc and Affiliates Employee Stock Ownership and Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- The Branch Group Inc and Affiliates Employee Stock Ownership and Savings Plan reported participants rose from 791 in the plan year 2022 filing to 978 in the plan year 2023 filing.
- The Branch Group Inc and Affiliates Employee Stock Ownership and Savings Plan end-of-year assets rose from $88M in the plan year 2022 filing to $105M in the plan year 2023 filing.
DOL schedule card
Filing strip 546047677 · The Branch Group Inc PY 2023 · 401(k)
The Branch Group Inc and Affiliates Employee Stock Ownership and Savings Plan · $105M · 978 · 92nd
- ASSETS $105M
- ASSETS 978
- ASSETS 92nd
- ASSETS 401(k)
- ASSETS near Air 401(k) Retirement Plan
- ASSETS ind #8120
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 Construction retirement plans → · Plans in Virginia →
The Branch Group Inc and Affiliates Employee Stock Ownership and Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $88M |
|---|---|
| Net Assets (End of Year) | $100M |
| Net Income | $18M |
| Employer EIN | 546047677 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Branch Group Inc)
Sponsor-wide plan assets over time
All The Branch Group Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $126M 44.40164376213859% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 791 | $88M |
| 2023 | 1 | 978 | $105M |
| 2024 | 1 | 1,179 | $126M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
The Branch Group Inc and Affiliates Employee Stock Ownership and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Air 401(k) Retirement Plan in CO ($105M); by covered participants it is Great Lakes Management 401(k) Retirement Savings Plan in MN (978 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($105M here).
- Air 401(k) Retirement Plan (CO) $105M · 762
- Salem Clinic, P.C. 401(k) Cash or Deferred Savings Plan (OR) $105M · 480
- C. R. England, Inc. Profit Sharing (UT) $105M · 5,885
- Trax International Corporation Savings and Retirement Plan (NV) $105M · 1,205
Similar participant headcount
Nearest other-state filings by covered participants (978 participants); asset peers above are excluded.
- Great Lakes Management 401(k) Retirement Savings Plan (MN) 978 · 0 off
- Sovos Compliance, LLC 401(k) Retirement Plan (MA) 978 · 0 off
- Deem/Csc/Gbi 401(k) Plan (IN) 978 · 0 off
- True World Holdings 401(k) Plan (NJ) 978 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.