401(k) · DOL Form 5500 · 2023

Tom D. Branch, LLC 401(k) Plan

Data updated 2026-08-25

$815K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$407,473
Avg per participant High balance/head
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Official DOL plan name: Tom D. Branch, LLC, 401(k) Profit Sharing Plan · Sponsored by Tom D. Branch, LLC · Utah · Professional & Technical Services

$815K in assets, 2 participants

Tom D. Branch, LLC's Tom D. Branch, LLC, 401(k) Profit Sharing Plan reported $815K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,454 in Professional & Technical Services (20,321 peers)

Tom D. Branch, LLC multi-year trail

Tom D. Branch, LLC's plans moved -62.8% in assets from 2022 to 2024; this filing shows Tom D. Branch, LLC, 401(k) Profit Sharing Plan at $815K / 2 participants.

#3,454
in Professional & Technical Services (20,321 peers)
-66.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tom D. Branch, LLC, 401(k) Profit Sharing Plan among the smaller filed plans by assets

Tom D. Branch, LLC, 401(k) Profit Sharing Plan vs every filed plan by assets

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

$814,946 22nd percentile higher than 22% 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

Tom D. Branch, LLC, 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tom D. Branch, LLC, 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tom D. Branch, LLC, 401(k) Profit Sharing Plan reported net income fell from -$25K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Tom D. Branch, LLC, 401(k) Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2022 filing to $815K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 870669002 · Tom D. Branch, LLC PY 2023 · 401(k)

Tom D. Branch, LLC, 401(k) Profit Sharing Plan · $815K · 2 · 22nd

  • IND $815K
  • IND 2
  • IND 22nd
  • IND 401(k)
  • IND near R Wireless 401(k) Plan
  • IND ind #3454

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 Professional & Technical Services retirement plans → · Plans in Utah →

Tom D. Branch, LLC, 401(k) Profit Sharing Plan in the asset neighbourhood

Hephaistos Enterprises Retirement PlanHephaistos Enterprises Retir…$815KTom D. Branch, LLC, 401(k) Profit Sharing PlanTom D. Branch, LLC, 401(k) P…$815KR Wireless 401(k) Plan$815K38 North Construction Group, LLC 401(k) Plan38 North Construction Group,…$815KRoyelle Retirement Plan$815K
End-of-year total assets ($M) among Tom D. Branch, LLC, 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tom D. Branch, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Tom D. Branch, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$906K 62.844954077244765% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M$3M 202220232024 $2.44M $0.91M ▼ -62.7%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $815K
2024 1 2 $906K

Tom D. Branch, LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$815K
Net Income-$2M
Employer EIN870669002
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Tom D. Branch, LLC, 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Tom D. Branch, LLC, 401(k) Profit Sharing Plan, Total assets ($B): 0.000814946 · Participants: 2Tom D. Branch, LLC, 401(k) Profit Sharing PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Tom D. Branch, LLC, 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Tom D. Branch, LLC, 401(k) Profit Sharing Plan side-by-side with 3 peers →

Tom D. Branch, LLC, 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is R Wireless 401(k) Plan in NJ ($815K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($815K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Tom D. Branch, LLC, 401(k) Profit Sharing Plan assets move in 2023? ▼
Tom D. Branch, LLC, 401(k) Profit Sharing Plan contracted severely - down 66.6% during 2023, from $2M to $815K. Reported net income was -$2M.
How have Tom D. Branch, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tom D. Branch, LLC's sponsor-wide assets declined 62.8%, from $2M to $906K.
Where does Tom D. Branch, LLC, 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Tom D. Branch, LLC, 401(k) Profit Sharing Plan ranks in the 22nd 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 Tom D. Branch, LLC, 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is R Wireless 401(k) Plan in NJ ($815K, 133 participants).
Which 401(k) plans cover a similar participant headcount to Tom D. Branch, LLC, 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 870669002.

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.