401(k) · DOL Form 5500 · 2023

Birtcher Anderson & Davis Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
102
Participants Small participant base
61st
Percentile by assets National rank
$109,721
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Birtcher Anderson & Davis 401(k) Plan · Sponsored by Birtcher Anderson & Davis Associates, Inc. · California · Real Estate

$11M in assets, 102 participants

Birtcher Anderson & Davis Associates, Inc.'s Birtcher Anderson & Davis 401(k) Plan reported $11M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,694 in Real Estate (4,727 peers)

Coverage in California

Birtcher Anderson & Davis 401(k) Plan covers 102 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $11M.

#3,694
in Real Estate (4,727 peers)
+20.9%
assets growth YoY

Birtcher Anderson & Davis 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Birtcher Anderson & Davis 401(k) Plan vs every filed plan by assets

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

$11,191,542 Top 39% higher than 61% 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

Birtcher Anderson & Davis 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. Birtcher Anderson & Davis 401(k) Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Birtcher Anderson & Davis 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Birtcher Anderson & Davis 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 850833976 · Birtcher Anderson & Davis Associates, Inc. PY 2023 · 401(k)

Birtcher Anderson & Davis 401(k) Plan · $11M · 102 · 61st

  • EIN $11M
  • RANK 102
  • PHOTO 61st
  • IND 401(k)
  • EOY near Stonehill Franciscan Services 401(k) Retirement Plan
  • 5500 ind #3694

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 Real Estate retirement plans → · Plans in California →

Birtcher Anderson & Davis 401(k) Plan in the asset neighbourhood

Birtcher Anderson & Davis 401(k) PlanBirtcher Anderson & Davis 40…$11MStonehill Franciscan Services 401(k) Retirement PlanStonehill Franciscan Service…$11MUnified Brands Retirement Savings PlanUnified Brands Retirement Sa…$11MTarco, Inc. 401(k) Plan$11MMdsa, LLC 401 (K) Plan$11M
End-of-year total assets ($M) among Birtcher Anderson & Davis 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN850833976
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Birtcher Anderson & Davis Associates, Inc.)

Sponsor-wide plan assets over time

All Birtcher Anderson & Davis Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 39.08883563475832% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.25M $12.9M ▲ +39.1%
Year Plans Participants Total Assets
2022 1 101 $9M
2023 1 102 $11M
2024 1 102 $13M

Nearby 401(k) Plans in California

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

Birtcher Anderson & Davis 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Birtcher Anderson & Davis 401(k) Plan, Total assets ($B): 0.011191542 · Participants: 102Birtcher Anderson & Davis 401(k) PlanWells 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
Birtcher Anderson & Davis 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Birtcher Anderson & Davis 401(k) Plan side-by-side with 3 peers →

Birtcher Anderson & Davis 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Stonehill Franciscan Services 401(k) Retirement Plan in IA ($11M); by covered participants it is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Birtcher Anderson & Davis 401(k) Plan assets move in 2023? ▼
Birtcher Anderson & Davis 401(k) Plan grew sharply - up 20.9% during 2023, from $9M to $11M. Reported net income was $2M.
How have Birtcher Anderson & Davis Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Birtcher Anderson & Davis Associates, Inc.'s sponsor-wide assets grew 39.1%, from $9M to $13M.
Which 401(k) plans are similar in size to Birtcher Anderson & Davis 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stonehill Franciscan Services 401(k) Retirement Plan in IA ($11M, 255 participants).
Which 401(k) plans cover a similar participant headcount to Birtcher Anderson & Davis 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants, $5M 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 850833976.

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.