401(k) · DOL Form 5500 · 2023

Silver Birch Services, LLC 401(k) Plan

Data updated 2026-08-25

$461K
Total assets Small plan by assets
293
Participants Below avg headcount
17th
Percentile by assets National rank
$1,575
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Silver Birch Living 401(k) Savings Plan · Sponsored by Silver Birch Services, LLC · Illinois · Healthcare & Social Assistance

$461K in assets, 293 participants

Silver Birch Services, LLC's Silver Birch Living 401(k) Savings Plan reported $461K in total assets and 293 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,208 in Healthcare & Social Assistance (17,684 peers)

Coverage in Illinois

Silver Birch Living 401(k) Savings Plan covers 293 participants in Illinois, about 38% of the average Illinois filer (state average ~779 per filing). Assets: $461K.

#2,208
in Healthcare & Social Assistance (17,684 peers)
+19.1%
assets growth YoY

Silver Birch Living 401(k) Savings Plan among the smaller filed plans by assets

Silver Birch Living 401(k) Savings Plan vs every filed plan by assets

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

$461,332 17th percentile higher than 17% 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

Silver Birch Living 401(k) Savings 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. Silver Birch Living 401(k) Savings Plan sits mid-pack in the medium band (293 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Silver Birch Living 401(k) Savings Plan reported net income rose from -$70K in the plan year 2022 filing to $74K in the plan year 2023 filing.
  • Silver Birch Living 401(k) Savings Plan reported participants rose from 188 in the plan year 2022 filing to 293 in the plan year 2023 filing.
  • Silver Birch Living 401(k) Savings Plan end-of-year assets rose from $387K in the plan year 2022 filing to $461K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 823479583 · Silver Birch Services, LLC PY 2023 · 401(k)

Silver Birch Living 401(k) Savings Plan · $461K · 293 · 17th

  • EIN $461K
  • EIN 293
  • EIN 17th
  • EIN 401(k)
  • EIN near Peter Alexander & Company 401(k)
  • EIN ind #2208

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

Silver Birch Living 401(k) Savings Plan in the asset neighbourhood

Silver Birch Living 401(k) Savings PlanSilver Birch Living 401(k) S…$461KPeter Alexander & Company 401(k)Peter Alexander & Company 40…$461KWest Texas Haircuts, Inc. 401(k) PlanWest Texas Haircuts, Inc. 40…$461KNichony, Inc. Retirement Plan$461KVeritas Vino 401(k) Trust$461K
End-of-year total assets ($M) among Silver Birch Living 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$387K
Net Assets (End of Year)$461K
Net Income$74K
Employer EIN823479583
Plan Effective Date2018-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Silver Birch Services, LLC)

Sponsor-wide plan assets over time

All Silver Birch Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$461K 19.099829869187733% vs 2022
2023 filing year
$0.35M$0.4M$0.45M$0.5M 20222023 $0.39M $0.46M ▲ +17.9%
Year Plans Participants Total Assets
2022 1 188 $387K
2023 1 293 $461K

Nearby 401(k) Plans in Illinois

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

Silver Birch Living 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Silver Birch Living 401(k) Savings Plan, Total assets ($B): 0.000461332 · Participants: 293Silver Birch Living 401(k) Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Silver Birch Living 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Silver Birch Living 401(k) Savings Plan side-by-side with 3 peers →

Silver Birch Living 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Peter Alexander & Company 401(k) in PA ($461K); by covered participants it is Bueno Foods 401(k) Plan in NM (293 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($461K here).

Similar participant headcount

Nearest other-state filings by covered participants (293 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 Silver Birch Living 401(k) Savings Plan assets move in 2023? ▼
Silver Birch Living 401(k) Savings Plan grew sharply - up 19.1% during 2023, from $387K to $461K. Reported net income was $74K.
How have Silver Birch Services, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Silver Birch Services, LLC's sponsor-wide assets grew 19.1%, from $387K to $461K.
Where does Silver Birch Living 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Silver Birch Living 401(k) Savings Plan ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Silver Birch Living 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Peter Alexander & Company 401(k) in PA ($461K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Silver Birch Living 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bueno Foods 401(k) Plan in NM (293 participants, $9M 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 823479583.

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.