401(k) · DOL Form 5500 · 2023

Braintree Group, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 389
Participants Below avg headcount: 40th
Percentile by assets National rank: $10,147
Avg per participant Low balance/head

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Official DOL plan name: The 401(k) Group Plan · Sponsored by Braintree Group, LLC · Idaho · Educational Services

$4M in assets, 389 participants

Braintree Group, LLC's The 401(k) Group Plan reported $4M in total assets and 389 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

#990 in Educational Services (3,735 peers)

Braintree Group, LLC multi-year trail

Braintree Group, LLC's plans moved +41.8% in assets from 2022 to 2024; this filing shows The 401(k) Group Plan at $4M / 389 participants.

#990
in Educational Services (3,735 peers): +15.0%
assets growth YoY

The 401(k) Group Plan's mid-pack asset rank among Educational Services and all filers

The 401(k) Group Plan vs every filed plan by assets

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

$3,947,106 40th percentile higher than 40% 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

The 401(k) Group 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. The 401(k) Group Plan sits mid-pack in the medium band (389 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

The 401(k) Group Plan reported net income rose from -$497K in the plan year 2022 filing to $515K in the plan year 2023 filing.
The 401(k) Group Plan reported participants rose from 333 in the plan year 2022 filing to 389 in the plan year 2023 filing.
The 401(k) Group Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 842613166 · Braintree Group, LLC PY 2023 · 401(k)

The 401(k) Group Plan · $4M · 389 · 40th

SCH $4M
SCH 389
SCH 40th
SCH 401(k)
SCH near Abd Associates LLP Profit Sharing Plan
SCH ind #990

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 Educational Services retirement plans → · Plans in Idaho →

End-of-year total assets ($M) among The 401(k) Group Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Braintree Group, LLC multi-year asset trail

Latest sponsor-wide plan assets: $5M 41.77007579905909% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	333	$3M
2023	1	389	$4M
2024	1	369	$5M

Braintree Group, LLC filing trail (2023)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$4M
Net Income	$515K
Employer EIN	842613166
Plan Effective Date	2015-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Idaho

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

The 401(k) Group Plan vs. nearby 401(k) plans in Idaho, assets vs. participants

Micron Technology Inc. Retirement at Micron (Ram) Plan $3.2B · 9,865
Idaho National Laboratory Employee Investment Plan $2.3B · 6,419
Simplot Retirement Savings Plan $1.4B · 8,746
Idaho Power Company Employee Savings Plan $794M · 2,089
Boise Cascade Company Savings Plan $656M · 3,476

Compare The 401(k) Group Plan side-by-side with 3 peers →

The 401(k) Group Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Abd Associates LLP Profit Sharing Plan in NY ($4M); by covered participants it is Dura Bond Retirement Savings Plan in PA (389 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Abd Associates LLP Profit Sharing Plan (NY) $4M · 2
Cyma Systems, Inc. 401(k) Plan (AZ) $4M · 16
Tom Ferry 401(k) Plan (CA) $4M · 142
Henry E. Kloch & Co., Inc. Employees' 401(k) Profit Sharing Plan (CA) $4M · 1

Similar participant headcount

Nearest other-state filings by covered participants (389 participants); asset peers above are excluded.

Dura Bond Retirement Savings Plan (PA) 389 · 0 off
Thoughtspot Inc 401(k) Profit Sharing Plan & Trust (CA) 389 · 0 off
Tribute Home Care, LLC 401(k) Profit Sharing Plan & Trust (MA) 389 · 0 off
Gcs 401(k) Plan (TX) 389 · 0 off

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 The 401(k) Group Plan assets move in 2023? ▼

The 401(k) Group Plan grew at a solid clip - up 15.0% during 2023, from $3M to $4M. Reported net income was $515K.

How have Braintree Group, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Braintree Group, LLC's sponsor-wide assets grew 41.8%, from $3M to $5M.

Which 401(k) plans are similar in size to The 401(k) Group Plan? ▼

Among 401(k) plans in other states, the closest by assets is Abd Associates LLP Profit Sharing Plan in NY ($4M, 2 participants).

Which 401(k) plans cover a similar participant headcount to The 401(k) Group Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Dura Bond Retirement Savings Plan in PA (389 participants, $27M 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 842613166.