401(k) · DOL Form 5500 · 2023

Branch Metrics, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
338
Participants Below avg headcount
76th
Percentile by assets National rank
$74,109
Avg per participant Below avg balance/head
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Official DOL plan name: Branch Metrics Retirement Trust · Sponsored by Branch Metrics, Inc. · California · Professional & Technical Services

$25M in assets, 338 participants

Branch Metrics, Inc.'s Branch Metrics Retirement Trust reported $25M in total assets and 338 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,603 in Professional & Technical Services (20,321 peers)

Where Branch Metrics Retirement Trust sits by assets

Branch Metrics Retirement Trust sits in the top quartile of all filed plans by assets, $25M for 338 participants (~$74,109/participant), up 44.3% in 2023.

#15,603
in Professional & Technical Services (20,321 peers)
+44.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Branch Metrics Retirement Trust's outsized position by total assets

Branch Metrics Retirement Trust vs every filed plan by assets

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

$25,048,685 Top 24% higher than 76% 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

Branch Metrics Retirement Trust 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. Branch Metrics Retirement Trust sits mid-pack in the medium band (338 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Branch Metrics Retirement Trust reported net income rose from $765K in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Branch Metrics Retirement Trust end-of-year assets rose from $17M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Branch Metrics Retirement Trust reported participants rose from 271 in the plan year 2022 filing to 338 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 462998750 · Branch Metrics, Inc. PY 2023 · 401(k)

Branch Metrics Retirement Trust · $25M · 338 · 76th

  • PHOTO $25M
  • IND 338
  • EOY 76th
  • 5500 401(k)
  • ASSETS near Techline, Inc. 401(k) Savings & Retirement Plan
  • PCT ind #15603

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 Professional & Technical Services retirement plans → · Plans in California →

Branch Metrics Retirement Trust in the asset neighbourhood

Branch Metrics Retirement TrustBranch Metrics Retirement Tr…$25MTechline, Inc. 401(k) Savings & Retirement PlanTechline, Inc. 401(k) Saving…$25MInterface Security Systems Holding, Inc. Savings and Investment PlanInterface Security Systems H…$25MEma Engineering & Consulting, Inc.Ema Engineering & Consulting…$25MSilver Golub & Teitell 401(k) and Profit Sharing PlanSilver Golub & Teitell 401(k…$25M
End-of-year total assets ($M) among Branch Metrics Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$25M
Net Income$8M
Employer EIN462998750
Plan Effective Date2014-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Branch Metrics, Inc.)

Sponsor-wide plan assets over time

All Branch Metrics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 53.11532945926177% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.4M $26.6M ▲ +53.2%
Year Plans Participants Total Assets
2022 1 271 $17M
2023 1 338 $25M
2024 1 269 $27M

Nearby 401(k) Plans in California

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

Branch Metrics Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Branch Metrics Retirement Trust, Total assets ($B): 0.025048685 · Participants: 338Branch Metrics Retirement TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Branch Metrics Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Branch Metrics Retirement Trust side-by-side with 3 peers →

Branch Metrics Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Techline, Inc. 401(k) Savings & Retirement Plan in TX ($25M); by covered participants it is Tempel Steel Co Savings & Investment Plan in IL (338 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (338 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 Branch Metrics Retirement Trust assets move in 2023? ▼
Branch Metrics Retirement Trust surged - up 44.3% during 2023, from $17M to $25M. Reported net income was $8M.
How have Branch Metrics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Branch Metrics, Inc.'s sponsor-wide assets grew 53.1%, from $17M to $27M.
Where does Branch Metrics Retirement Trust rank by assets among Form 5500 filers? ▼
Branch Metrics Retirement Trust ranks in the 76th 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 Branch Metrics Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Techline, Inc. 401(k) Savings & Retirement Plan in TX ($25M, 288 participants).
Which 401(k) plans cover a similar participant headcount to Branch Metrics Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Tempel Steel Co Savings & Investment Plan in IL (338 participants, N/A 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 462998750.

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.