401(k) · DOL Form 5500 · 2023

Middle Tree Incorporated 401(k) Plan

Data updated 2026-08-25

$69K
Total assets Small plan by assets
168
Participants Small participant base
5th
Percentile by assets National rank
$409
Avg per participant Low balance/head
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Official DOL plan name: Middle Tree Incorporated 403(b) Plan · Sponsored by Middle Tree Incorporated · California · Educational Services

$69K in assets, 168 participants

Middle Tree Incorporated's Middle Tree Incorporated 403(b) Plan reported $69K in total assets and 168 participants in its 2023 DOL Form 5500 filing, ranking in the 5th 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.

  • #146 in Educational Services (3,735 peers)

Coverage in California

Middle Tree Incorporated 403(b) Plan covers 168 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $69K.

#146
in Educational Services (3,735 peers)
+702.7%
assets growth YoY

Middle Tree Incorporated 403(b) Plan among the smaller filed plans by assets

Middle Tree Incorporated 403(b) Plan vs every filed plan by assets

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

$68,731 5th percentile higher than 5% 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

Middle Tree Incorporated 403(b) 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. Middle Tree Incorporated 403(b) Plan sits mid-pack in the medium band (168 participants).

DOL schedule card

Filing strip 473525937 · Middle Tree Incorporated PY 2023 · 401(k)

Middle Tree Incorporated 403(b) Plan · $69K · 168 · 5th

  • SCH $69K
  • SCH 168
  • SCH 5th
  • SCH 401(k)
  • SCH near Thousand Hills Campground, Inc. 401(k) Plan
  • SCH ind #146

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 California →

Middle Tree Incorporated 403(b) Plan in the asset neighbourhood

Middle Tree Incorporated 403(b) PlanMiddle Tree Incorporated 403…$69KThousand Hills Campground, Inc. 401(k) PlanThousand Hills Campground, I…$69KAkp Fitness, Inc. Retirement PlanAkp Fitness, Inc. Retirement…$69KFortress Brands Inc. 401(k) Profit Sharing PlanFortress Brands Inc. 401(k) …$69KLaroe Ridge Developers, LLC 401(k) Profit Sharing PlanLaroe Ridge Developers, LLC …$69K
End-of-year total assets ($M) among Middle Tree Incorporated 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$9K
Net Assets (End of Year)$69K
Net Income$60K
Employer EIN473525937
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Middle Tree Incorporated)

Sponsor-wide plan assets over time

All Middle Tree Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$126K 84.00721653984374% vs 2023
2024 filing year
$0.06M$0.08M$0.1M$0.12M$0.14M 20232024 $0.07M $0.13M ▲ +85.7%
Year Plans Participants Total Assets
2023 1 168 $69K
2024 1 317 $126K

Nearby 401(k) Plans in California

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

Middle Tree Incorporated 403(b) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Middle Tree Incorporated 403(b) Plan, Total assets ($B): 0.000068731 · Participants: 168Middle Tree Incorporated 403(b) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Middle Tree Incorporated 403(b) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Middle Tree Incorporated 403(b) Plan side-by-side with 3 peers →

Middle Tree Incorporated 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Thousand Hills Campground, Inc. 401(k) Plan in OR ($69K); by covered participants it is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Middle Tree Incorporated 403(b) Plan assets move in 2023? ▼
Middle Tree Incorporated 403(b) Plan surged - up 702.7% during 2023, from $9K to $69K. Reported net income was $60K.
How have Middle Tree Incorporated plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Middle Tree Incorporated's sponsor-wide assets grew 84.0%, from $69K to $126K.
Where does Middle Tree Incorporated 403(b) Plan rank by assets among Form 5500 filers? ▼
Middle Tree Incorporated 403(b) Plan ranks in the 5th 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 Middle Tree Incorporated 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Thousand Hills Campground, Inc. 401(k) Plan in OR ($69K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Middle Tree Incorporated 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants, $3M 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 473525937.

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.