401(k) · DOL Form 5500 · 2023

Birch Grove Software, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
155
Participants Small participant base
42nd
Percentile by assets National rank
$29,308
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Activtrak 401(k) Plan · Sponsored by Birch Grove Software, Inc. · Texas · Information & Media

$5M in assets, 155 participants

Birch Grove Software, Inc.'s Activtrak 401(k) Plan reported $5M in total assets and 155 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #745 in Information & Media (2,818 peers)

Coverage in Texas

Activtrak 401(k) Plan covers 155 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $5M.

#745
in Information & Media (2,818 peers)
+74.4%
assets growth YoY

Activtrak 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Activtrak 401(k) Plan vs every filed plan by assets

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

$4,542,710 42nd percentile higher than 42% 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

Activtrak 401(k) 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. Activtrak 401(k) Plan sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Activtrak 401(k) Plan reported net income rose from $730K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Activtrak 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Activtrak 401(k) Plan reported participants fell from 162 in the plan year 2022 filing to 155 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 752602877 · Birch Grove Software, Inc. PY 2023 · 401(k)

Activtrak 401(k) Plan · $5M · 155 · 42nd

  • PART $5M
  • PART 155
  • PART 42nd
  • PART 401(k)
  • PART near Leviathan Security Group, Inc. 401(k) Psp
  • PART ind #745

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 Information & Media retirement plans → · Plans in Texas →

Activtrak 401(k) Plan in the asset neighbourhood

Activtrak 401(k) Plan$5MLeviathan Security Group, Inc. 401(k) PspLeviathan Security Group, In…$5MVytex Corporation 401(k) Plan$5MRaven Transport 401(k) Retirement PlanRaven Transport 401(k) Retir…$5MJohnny Was 401(k) Plan$5M
End-of-year total assets ($M) among Activtrak 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN752602877
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Birch Grove Software, Inc.)

Sponsor-wide plan assets over time

All Birch Grove Software, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 141.7288216791565% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $2.61M $6.3M ▲ +141.4%
Year Plans Participants Total Assets
2022 1 162 $3M
2023 1 155 $5M
2024 1 132 $6M

Nearby 401(k) Plans in Texas

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

Activtrak 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Activtrak 401(k) Plan, Total assets ($B): 0.00454271 · Participants: 155Activtrak 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Activtrak 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Activtrak 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Leviathan Security Group, Inc. 401(k) Psp in WA ($5M); by covered participants it is Fraser Business Equipment Salary Deferral Plan in PA (155 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (155 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 Activtrak 401(k) Plan assets move in 2023? ▼
Activtrak 401(k) Plan surged - up 74.4% during 2023, from $3M to $5M. Reported net income was $2M.
How have Birch Grove Software, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Birch Grove Software, Inc.'s sponsor-wide assets grew 141.7%, from $3M to $6M.
Which 401(k) plans are similar in size to Activtrak 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Leviathan Security Group, Inc. 401(k) Psp in WA ($5M, 67 participants).
Which 401(k) plans cover a similar participant headcount to Activtrak 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fraser Business Equipment Salary Deferral Plan in PA (155 participants, $14M 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 752602877.

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.