401(k) · DOL Form 5500 · 2023

Birge & Held Asset Management, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
539
Participants Below avg headcount
48th
Percentile by assets National rank
$11,407
Avg per participant Low balance/head
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Official DOL plan name: Birge & Held Asset Management, LLC 401(k) Plan · Sponsored by Birge & Held Asset Management, LLC · Indiana · Real Estate

$6M in assets, 539 participants

Birge & Held Asset Management, LLC's Birge & Held Asset Management, LLC 401(k) Plan reported $6M in total assets and 539 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,195 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Birge & Held Asset Management, LLC 401(k) Plan ranks #3,195 of 4,727 2023 filers by assets (422% of the sector average)-$6M for 539 participants.

#3,195
in Real Estate (4,727 peers)
+58.2%
assets growth YoY

Birge & Held Asset Management, LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Birge & Held Asset Management, LLC 401(k) Plan vs every filed plan by assets

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

$6,148,184 48th percentile higher than 48% 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

Birge & Held Asset Management, LLC 401(k) 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. Birge & Held Asset Management, LLC 401(k) Plan sits mid-pack in the medium band (539 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Birge & Held Asset Management, LLC 401(k) Plan reported net income rose from $297K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Birge & Held Asset Management, LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Birge & Held Asset Management, LLC 401(k) Plan reported participants rose from 342 in the plan year 2022 filing to 539 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 455450139 · Birge & Held Asset Management, LLC PY 2023 · 401(k)

Birge & Held Asset Management, LLC 401(k) Plan · $6M · 539 · 48th

  • ASSETS $6M
  • ASSETS 539
  • ASSETS 48th
  • ASSETS 401(k)
  • ASSETS near Engine & Transmission Exchange, Inc 401(k) Plan and Trust
  • ASSETS ind #3195

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 Real Estate retirement plans → · Plans in Indiana →

Birge & Held Asset Management, LLC 401(k) Plan in the asset neighbourhood

Birge & Held Asset Management, LLC 401(k) PlanBirge & Held Asset Managemen…$6MEngine & Transmission Exchange, Inc 401(k) Plan and TrustEngine & Transmission Exchan…$6MLiberty Motors, Inc. 401(k) PlanLiberty Motors, Inc. 401(k) …$6MNes 401(k) Retirement Plan$6MR & K Distributors, Inc. 401(k) Deferred Compensation PlanR & K Distributors, Inc. 401…$6M
End-of-year total assets ($M) among Birge & Held Asset Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN455450139
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Birge & Held Asset Management, LLC)

Sponsor-wide plan assets over time

All Birge & Held Asset Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 110.97093414315702% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $3.89M $8.2M ▲ +110.8%
Year Plans Participants Total Assets
2022 1 342 $4M
2023 1 539 $6M
2024 1 587 $8M

Nearby 401(k) Plans in Indiana

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

Birge & Held Asset Management, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Birge & Held Asset Management, LLC 401(k) Plan, Total assets ($B): 0.006148184 · Participants: 539Birge & Held Asset Management, LLC 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Birge & Held Asset Management, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Birge & Held Asset Management, LLC 401(k) Plan side-by-side with 3 peers →

Birge & Held Asset Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Engine & Transmission Exchange, Inc 401(k) Plan and Trust in WI ($6M); by covered participants it is Nippon Dynawave Packaging Co. 401(k) Plan in WA (539 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (539 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 Birge & Held Asset Management, LLC 401(k) Plan assets move in 2023? ▼
Birge & Held Asset Management, LLC 401(k) Plan surged - up 58.2% during 2023, from $4M to $6M. Reported net income was $2M.
How have Birge & Held Asset Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Birge & Held Asset Management, LLC's sponsor-wide assets grew 111.0%, from $4M to $8M.
Which 401(k) plans are similar in size to Birge & Held Asset Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Engine & Transmission Exchange, Inc 401(k) Plan and Trust in WI ($6M, 553 participants).
Which 401(k) plans cover a similar participant headcount to Birge & Held Asset Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nippon Dynawave Packaging Co. 401(k) Plan in WA (539 participants, $78M 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 455450139.

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.