401(k) · DOL Form 5500 · 2023

Birch Tree Communities, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
283
Participants Below avg headcount
56th
Percentile by assets National rank
$31,388
Avg per participant Low balance/head
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Official DOL plan name: Birch Tree Communities, Inc. 401(k) Profit Sharing Plan · Sponsored by Birch Tree Communities, Inc. · Arkansas · Healthcare & Social Assistance

$9M in assets, 283 participants

Birch Tree Communities, Inc.'s Birch Tree Communities, Inc. 401(k) Profit Sharing Plan reported $9M in total assets and 283 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,901 in Healthcare & Social Assistance (17,684 peers)

Coverage in Arkansas

Birch Tree Communities, Inc. 401(k) Profit Sharing Plan covers 283 participants in Arkansas, about 10% of the average Arkansas filer (state average ~2,784 per filing). Assets: $9M.

#10,901
in Healthcare & Social Assistance (17,684 peers)
+24.1%
assets growth YoY

Birch Tree Communities, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Birch Tree Communities, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,882,918 Top 44% higher than 56% 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

Birch Tree Communities, Inc. 401(k) Profit Sharing 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. Birch Tree Communities, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (283 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Birch Tree Communities, Inc. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Birch Tree Communities, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Birch Tree Communities, Inc. 401(k) Profit Sharing Plan reported participants rose from 278 in the plan year 2022 filing to 283 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 710680117 · Birch Tree Communities, Inc. PY 2023 · 401(k)

Birch Tree Communities, Inc. 401(k) Profit Sharing Plan · $9M · 283 · 56th

  • PHOTO $9M
  • PHOTO 283
  • PHOTO 56th
  • PHOTO 401(k)
  • PHOTO near Alphacoin 401(k) Plan
  • PHOTO ind #10901

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 Arkansas →

Birch Tree Communities, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Birch Tree Communities, Inc. 401(k) Profit Sharing PlanBirch Tree Communities, Inc.…$9MAlphacoin 401(k) Plan$9MTrible's Inc Profit Sharing PlanTrible's Inc Profit Sharing …$9MRds Enterprises LLC Dba Porsche of the Main Line 401(k) PlanRds Enterprises LLC Dba Pors…$9MBurgeson's Heating and Air Conditioning, Inc. 401(k) PlanBurgeson's Heating and Air C…$9M
End-of-year total assets ($M) among Birch Tree Communities, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arkansas filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN710680117
Plan Effective Date2001-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Birch Tree Communities, Inc.)

Sponsor-wide plan assets over time

All Birch Tree Communities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 45.021174822255425% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.16M $10.4M ▲ +45.0%
Year Plans Participants Total Assets
2022 1 278 $7M
2023 1 283 $9M
2024 1 340 $10M

Nearby 401(k) Plans in Arkansas

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

Birch Tree Communities, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -1001020304050 Total assets ($B) Participants Birch Tree Communities, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.008882918 · Participants: 283Birch Tree Communities, Inc. 401(k) Profit Sharing PlanWalmart 401(k) Plan, Total assets ($B): 41.538754799 · Participants: 1611202Walmart 401(k) PlanTyson Foods, Inc. Retirement Savings Plan, Total assets ($B): 3.539529752 · Participants: 113806Tyson Foods, Inc. Retirement Savings PlanDillard's, Inc. Investment & Employee Stock Ownership Plan, Total assets ($B): 2.853974665 · Participants: 30034Dillard's, Inc. Investment & Employee Stock Ownership PlanJ.B. Hunt Transport Services, Inc. Employee Retirement Plan, Total assets ($B): 1.318138116 · Participants: 39077J.B. Hunt Transport Services, Inc. Employee Retirement PlanWindstream 401(k) Plan, Total assets ($B): 1.230072939 · Participants: 10991Windstream 401(k) Plan
Birch Tree Communities, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants
Compare Birch Tree Communities, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Birch Tree Communities, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arkansas, the nearest 401(k) by assets is Alphacoin 401(k) Plan in CT ($9M); by covered participants it is Hiroad & Blueowl 401(k) Savings Plan and Trust in IL (283 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (283 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 Birch Tree Communities, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Birch Tree Communities, Inc. 401(k) Profit Sharing Plan grew sharply - up 24.1% during 2023, from $7M to $9M. Reported net income was $2M.
How have Birch Tree Communities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Birch Tree Communities, Inc.'s sponsor-wide assets grew 45.0%, from $7M to $10M.
Which 401(k) plans are similar in size to Birch Tree Communities, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alphacoin 401(k) Plan in CT ($9M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Birch Tree Communities, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hiroad & Blueowl 401(k) Savings Plan and Trust in IL (283 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 710680117.

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.