401(k) · DOL Form 5500 · 2023

North Branch Distribution Co. 401(k) Plan

Data updated 2026-08-25

$196K
Total assets Small plan by assets
5
Participants Small participant base
10th
Percentile by assets National rank
$39,187
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: North Branch Distribution Co. 401(k) Plan · Sponsored by North Branch Distribution Co. · Pennsylvania · Transportation & Warehousing

$196K in assets, 5 participants

North Branch Distribution Co.'s North Branch Distribution Co. 401(k) Plan reported $196K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.

  • #385 in Transportation & Warehousing (3,362 peers)

2023 asset change

North Branch Distribution Co. 401(k) Plan surged 91.2% in 2023 ($102K → $196K) for 5 participants.

#385
in Transportation & Warehousing (3,362 peers)
+91.2%
assets growth YoY

North Branch Distribution Co. 401(k) Plan among the smaller filed plans by assets

North Branch Distribution Co. 401(k) Plan vs every filed plan by assets

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

$195,936 10th percentile higher than 10% 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

North Branch Distribution Co. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North Branch Distribution Co. 401(k) Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • North Branch Distribution Co. 401(k) Plan reported net income rose from -$50K in the plan year 2022 filing to $93K in the plan year 2023 filing.
  • North Branch Distribution Co. 401(k) Plan end-of-year assets rose from $102K in the plan year 2022 filing to $196K in the plan year 2023 filing.
  • North Branch Distribution Co. 401(k) Plan reported participants rose from 4 in the plan year 2022 filing to 5 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 853670972 · North Branch Distribution Co. PY 2023 · 401(k)

North Branch Distribution Co. 401(k) Plan · $196K · 5 · 10th

  • PCT $196K
  • PCT 5
  • PCT 10th
  • PCT 401(k)
  • PCT near Bksquared, Inc. 401(k) Plan
  • PCT ind #385

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 Transportation & Warehousing retirement plans → · Plans in Pennsylvania →

North Branch Distribution Co. 401(k) Plan in the asset neighbourhood

North Branch Distribution Co. 401(k) PlanNorth Branch Distribution Co…$196KBksquared, Inc. 401(k) Plan$196KSparklelash Corporation 401(k) Profit Sharing PlanSparklelash Corporation 401(…$196KShepherding Walk Incorporated Retirement PlanShepherding Walk Incorporate…$196KStoney Creek Entertainment Corporation 401(k) Profit Sharing PlanStoney Creek Entertainment C…$196K
End-of-year total assets ($M) among North Branch Distribution Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Branch Distribution Co. years around the 2023 move

Sponsor-wide plan assets over time

All North Branch Distribution Co. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.1M$0.2M$0.3M 202220232024 $0.1M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 4 $102K
2023 1 5 $196K
2024 1 9 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$102K
Net Assets (End of Year)$196K
Net Income$93K
Employer EIN853670972
Plan Effective Date2020-10-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

North Branch Distribution Co. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants North Branch Distribution Co. 401(k) Plan, Total assets ($B): 0.000195936 · Participants: 5North Branch Distribution Co. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
North Branch Distribution Co. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare North Branch Distribution Co. 401(k) Plan side-by-side with 3 peers →

North Branch Distribution Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Bksquared, Inc. 401(k) Plan in OH ($196K); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 North Branch Distribution Co. 401(k) Plan assets move in 2023? ▼
North Branch Distribution Co. 401(k) Plan surged - up 91.2% during 2023, from $102K to $196K. Reported net income was $93K.
Where does North Branch Distribution Co. 401(k) Plan rank by assets among Form 5500 filers? ▼
North Branch Distribution Co. 401(k) Plan ranks in the 10th 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 North Branch Distribution Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bksquared, Inc. 401(k) Plan in OH ($196K, 3 participants).
Which 401(k) plans cover a similar participant headcount to North Branch Distribution Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 853670972.

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.