401(k) · DOL Form 5500 · 2023

Birch Resources, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets: 104
Participants Small participant base: 71st
Percentile by assets National rank: $178,128
Avg per participant Above avg balance/head

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Official DOL plan name: Birch Resources, LLC 401(k) Plan · Sponsored by Birch Resources, LLC · Texas · Mining & Oil Extraction

$19M in assets, 104 participants

Birch Resources, LLC's Birch Resources, LLC 401(k) Plan reported $19M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

#424 in Mining & Oil Extraction (811 peers)

Coverage in Texas

Birch Resources, LLC 401(k) Plan covers 104 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $19M.

#424
in Mining & Oil Extraction (811 peers): +40.3%
assets growth YoY

Birch Resources, LLC 401(k) Plan's outsized position by total assets

Birch Resources, LLC 401(k) Plan vs every filed plan by assets

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

$18,525,298 Top 29% higher than 71% 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

Birch Resources, LLC 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. Birch Resources, LLC 401(k) Plan sits mid-pack in the medium band (104 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

EBSA filing schedule strip

Filing strip 465134048 · Birch Resources, LLC PY 2023 · 401(k)

Birch Resources, LLC 401(k) Plan · $19M · 104 · 71st

RANK $19M
RANK 104
RANK 71st
RANK 401(k)
RANK near Richmond Eye & Ear Healthcare Alliance, Inc. 401(k) Plan
RANK ind #424

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 Mining & Oil Extraction retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Birch Resources, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)	$13M
Net Assets (End of Year)	$19M
Net Income	$5M
Employer EIN	465134048
Plan Effective Date	2004-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Birch Resources, LLC)

Latest sponsor-wide plan assets: $23M 24.822591247924862% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	104	$19M
2024	1	96	$23M

Nearby 401(k) Plans in Texas

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

Birch Resources, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Birch Resources, LLC 401(k) Plan side-by-side with 3 peers →

Birch Resources, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Richmond Eye & Ear Healthcare Alliance, Inc. 401(k) Plan in VA ($19M); by covered participants it is Penn Automotive, Inc. 401(k) Plan in MI (104 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Richmond Eye & Ear Healthcare Alliance, Inc. 401(k) Plan (VA) $19M · 151
Pro Sports Club Salary Savings Plan (WA) $19M · 624
Red Rock Retirement Benefits Plan (OK) $19M · 755
Trustile 401(k) Plan (CO) $19M · 569

Similar participant headcount

Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.

Penn Automotive, Inc. 401(k) Plan (MI) 104 · 0 off
Kass Shuler, P. a. 401(k) Profit Sharing Plan (FL) 104 · 0 off
Anord Mardix (USA) Inc. (VA) 104 · 0 off
Cleveland Hardware and Forging Co. Profit Sharing (WI) 104 · 0 off

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 Birch Resources, LLC 401(k) Plan assets move in 2023? ▼

Birch Resources, LLC 401(k) Plan surged - up 40.3% during 2023, from $13M to $19M. Reported net income was $5M.

How have Birch Resources, LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Birch Resources, LLC's sponsor-wide assets grew 24.8%, from $19M to $23M.

Which 401(k) plans are similar in size to Birch Resources, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Richmond Eye & Ear Healthcare Alliance, Inc. 401(k) Plan in VA ($19M, 151 participants).

Which 401(k) plans cover a similar participant headcount to Birch Resources, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Penn Automotive, Inc. 401(k) Plan in MI (104 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 465134048.