401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$171M
Total assets: 2,423
Participants: 94th
Percentile by assets: $70,648
Avg per participant

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.

94th percentile by assets (of 127,072 plans)
#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.

$171M
total plan assets (2023 EOY): 2,423
covered participants: 94th
percentile by assets (of 127,072 plans): $70,648
avg assets per participant

Where Bartlett Tree 401(k) Plan sits 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

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 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 →

State

Connecticut

Industry

Administrative & Support Services

Participants vs Connecticut filers

In Connecticut, the average filing covers about 718 participants across 1,906 plans. Bartlett Tree 401(k) Plan reports 2,423 participants - 3.4x that state average ($171M EOY assets).

Connecticut filing particulars

Total Assets (Beginning of Year)	$136M
Net Assets (End of Year)	$171M
Net Income	$35M
Employer EIN	060254490
Plan Effective Date	1996-01-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all The F.a. Bartlett Tree Expert Co. plans on file

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

Rtx Savings Plan $52.8B · 123,037
Citi Retirement Savings Plan $20.7B · 77,865
The Hartford Investment and Savings Plan $6.5B · 18,377
Xerox Corporation Savings Plan $3.9B · 10,291
Eversource 401(k) Plan $3.8B · 9,504

Compare Bartlett Tree 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Bartlett Tree 401(k) Plan by total assets, not by location.

New Belgium Brewing Company, Inc. 401(k) Plan (CO) $171M · 1,332
Melrosewakefield Healthcare 401(k) Savings Plan (MA) $171M · 1,596
Q2 Holdings, Inc. 401(k) Plan (TX) $171M · 1,849
401(k) Savings Plan for Employees of Evraz NA (IL) $171M · 797

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).

Next read for Bartlett Tree 401(k) Plan

Filing takeaways

Ways to act on Bartlett Tree 401(k) Plan's numbers.

By total assets, Bartlett Tree 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Connecticut. Compare plans
The F.a. Bartlett Tree Expert Co.'s sponsor-wide assets have grown 48.0% since 2022 across 3 plan years on file. More Administrative & Support Services plans

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.