401(k) · DOL Form 5500 · 2023
Banyan Software Holdings, LLC 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 317
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $70,375
- Avg per participant Below avg balance/head
Official DOL plan name: Banyan Software Retirement Plan · Sponsored by Banyan Software Holdings, LLC · Georgia · Professional & Technical Services
$22M in assets, 317 participants
Banyan Software Holdings, LLC's Banyan Software Retirement Plan reported $22M in total assets and 317 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #15,169 in Professional & Technical Services (20,321 peers)
Coverage in Georgia
Banyan Software Retirement Plan covers 317 participants in Georgia, about 29% of the average Georgia filer (state average ~1,096 per filing). Assets: $22M.
- #15,169
- in Professional & Technical Services (20,321 peers)
- +67.1%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Banyan Software Retirement Plan's outsized position by total assets
Banyan Software Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,308,721 Top 25% higher than 75% 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
Banyan Software Retirement 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. Banyan Software Retirement Plan sits mid-pack in the medium band (317 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Banyan Software Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Banyan Software Retirement Plan reported participants rose from 188 in the plan year 2022 filing to 317 in the plan year 2023 filing.
- Banyan Software Retirement Plan end-of-year assets rose from $13M in the plan year 2022 filing to $22M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 853636022 · Banyan Software Holdings, LLC PY 2023 · 401(k)
Banyan Software Retirement Plan · $22M · 317 · 75th
- BOY $22M
- SCH 317
- EBSA 75th
- PART 401(k)
- TYPE near Amplify Credit Union 401(k) Plan
- NET ind #15169
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 Georgia →
Banyan Software Retirement Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $9M |
| Employer EIN | 853636022 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Banyan Software Holdings, LLC)
Sponsor-wide plan assets over time
All Banyan Software Holdings, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 165.92217790102308% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 188 | $13M |
| 2023 | 1 | 317 | $22M |
| 2024 | 1 | 401 | $35M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
- Delta 401(k) Retirement Plan $16.2B · 83,136
- Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
- UPS 401(k) Savings Plan $13.1B · 102,231
- The Home Depot Futurebuilder $12.6B · 413,365
Banyan Software Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Amplify Credit Union 401(k) Plan in TX ($22M); by covered participants it is Mcguires Management Group 401(k) Plan in FL (317 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Amplify Credit Union 401(k) Plan (TX) $22M · 251
- Waterford Bank Retirement Savings Plan (OH) $22M · 110
- Mcs Group Retirement Savings Plan (NY) $22M · 102
- Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan (CA) $22M · 685
Similar participant headcount
Nearest other-state filings by covered participants (317 participants); asset peers above are excluded.
- Mcguires Management Group 401(k) Plan (FL) 317 · 0 off
- Forddirect Retirement Savings Plan (MI) 317 · 0 off
- Paradox Inc 401(k) Plan (AZ) 317 · 0 off
- Automated Financial Systems, Inc. 401(k) Salary Reduction Plan (PA) 317 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.