401(k) · DOL Form 5500 · 2023

The F.a. Bartlett Tree Expert Co. 401(k) Plan

Data updated 2026-08-25

$171M
Total assets Near avg plan size
2,423
Participants Above avg headcount
94th
Percentile by assets National rank
$70,648
Avg per participant Below avg balance/head
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Official DOL plan name: Bartlett Tree 401(k) Plan · Sponsored by The F.a. Bartlett Tree Expert Co. · Connecticut · Administrative & Support Services

$171M in assets, 2,423 participants

The F.a. Bartlett Tree Expert Co.'s Bartlett Tree 401(k) Plan reported $171M in total assets and 2,423 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #4,247 in Administrative & Support Services (4,372 peers)

Coverage in Connecticut

Bartlett Tree 401(k) Plan covers 2,423 participants in Connecticut, 3.4x the typical Connecticut plan (state average ~718 per filing). Assets: $171M.

#4,247
in Administrative & Support Services (4,372 peers)
+25.7%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Bartlett Tree 401(k) Plan's outsized position by total assets

Bartlett Tree 401(k) Plan vs every filed plan by assets

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

$171,179,518 Top 6% higher than 94% 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

Bartlett Tree 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bartlett Tree 401(k) Plan lands in the large band (2,423 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bartlett Tree 401(k) Plan reported net income rose from -$25M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Bartlett Tree 401(k) Plan end-of-year assets rose from $136M in the plan year 2022 filing to $171M in the plan year 2023 filing.
  • Bartlett Tree 401(k) Plan reported participants rose from 2,172 in the plan year 2022 filing to 2,423 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 060254490 · The F.a. Bartlett Tree Expert Co. PY 2023 · 401(k)

Bartlett Tree 401(k) Plan · $171M · 2,423 · 94th

  • SCH $171M
  • EBSA 2,423
  • PART 94th
  • TYPE 401(k)
  • NET near New Belgium Brewing Company, Inc. 401(k) Plan
  • BOOK ind #4247

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 Administrative & Support Services retirement plans → · Plans in Connecticut →

Bartlett Tree 401(k) Plan in the asset neighbourhood

401(k) Savings Plan for Employees of Evraz NA401(k) Savings Plan for Empl…$171MQ2 Holdings, Inc. 401(k) Plan$171MBartlett Tree 401(k) Plan$171MNew Belgium Brewing Company, Inc. 401(k) PlanNew Belgium Brewing Company,…$171MMelrosewakefield Healthcare 401(k) Savings PlanMelrosewakefield Healthcare …$171M
End-of-year total assets ($M) among Bartlett Tree 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$136M
Net Assets (End of Year)$171M
Net Income$35M
Employer EIN060254490
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The F.a. Bartlett Tree Expert Co.)

Sponsor-wide plan assets over time

All The F.a. Bartlett Tree Expert Co. plans reported in each filing year

Latest sponsor-wide plan assets
$201M 47.97352940495889% vs 2022
2024 filing year
$120M$140M$160M$180M$200M$220M 202220232024 $136M $201M ▲ +48.0%
Year Plans Participants Total Assets
2022 1 2,172 $136M
2023 1 2,423 $171M
2024 1 2,572 $201M

Nearby 401(k) Plans in Connecticut

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

Bartlett Tree 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Bartlett Tree 401(k) Plan, Total assets ($B): 0.171179518 · Participants: 2423Bartlett Tree 401(k) PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Bartlett Tree 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Bartlett Tree 401(k) Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is New Belgium Brewing Company, Inc. 401(k) Plan in CO ($171M); by covered participants it is Salina Regional Health Center 401(k) Plan in KS (2,423 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($171M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,423 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 Bartlett Tree 401(k) Plan assets move in 2023? ▼
Bartlett Tree 401(k) Plan grew sharply - up 25.7% during 2023, from $136M to $171M. Reported net income was $35M.
How have The F.a. Bartlett Tree Expert Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The F.a. Bartlett Tree Expert Co.'s sponsor-wide assets grew 48.0%, from $136M to $201M.
Where does Bartlett Tree 401(k) Plan rank by assets among Form 5500 filers? ▼
Bartlett Tree 401(k) Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Bartlett Tree 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is New Belgium Brewing Company, Inc. 401(k) Plan in CO ($171M, 1,332 participants).
Which 401(k) plans cover a similar participant headcount to Bartlett Tree 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Salina Regional Health Center 401(k) Plan in KS (2,423 participants, $176M 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 060254490.

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.