Other · DOL Form 5500 · 2023
Birch Family Services, Inc. Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 810
- Participants Near avg headcount
- 67th
- Percentile by assets National rank
- $17,903
- Avg per participant Low balance/head
Official DOL plan name: Birch Family Services 403(b) Retirement Savings Plan · Sponsored by Birch Family Services, Inc. · New York · Educational Services
$15M in assets, 810 participants
Birch Family Services, Inc.'s Birch Family Services 403(b) Retirement Savings Plan reported $15M in total assets and 810 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #1,827 in Educational Services (3,735 peers)
Birch Family Services, Inc. multi-year trail
Birch Family Services, Inc.'s plans moved +32.9% in assets from 2022 to 2024; this filing shows Birch Family Services 403(b) Retirement Savings Plan at $15M / 810 participants.
- #1,827
- in Educational Services (3,735 peers)
- +23.9%
- assets growth YoY
Birch Family Services 403(b) Retirement Savings Plan's outsized position by total assets
Birch Family Services 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,501,028 Top 33% higher than 67% 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
Birch Family Services 403(b) Retirement Savings 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 Family Services 403(b) Retirement Savings Plan sits mid-pack in the medium band (810 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Birch Family Services 403(b) Retirement Savings Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Birch Family Services 403(b) Retirement Savings Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Birch Family Services 403(b) Retirement Savings Plan reported participants rose from 799 in the plan year 2022 filing to 810 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 112503193 · Birch Family Services, Inc. PY 2023 · Other
Birch Family Services 403(b) Retirement Savings Plan · $15M · 810 · 67th
- TYPE $15M
- TYPE 810
- TYPE 67th
- TYPE Other
- TYPE near Employees' Pension Plan of Glasstech, Inc.
- TYPE ind #1827
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 New York →
Birch Family Services 403(b) Retirement Savings Plan in the asset neighbourhood
Birch Family Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Birch Family Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 32.90088720615298% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,598 | $34M |
| 2023 | 2 | 1,620 | $39M |
| 2024 | 2 | 1,677 | $45M |
Birch Family Services, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $3M |
| Employer EIN | 112503193 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Birch Family Services 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Employees' Pension Plan of Glasstech, Inc. in OH ($14M); by covered participants it is Grinnell College Employees Retirement Savings Plan in IA (810 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Employees' Pension Plan of Glasstech, Inc. (OH) $14M · 62
- Unity Limited Partnership 403(b) Plan (WI) $14M · 252
- Boston Ballet 403(b) Retirement Plan (MA) $14M · 250
- Trinity Christian Academy 403(b) Plan (TX) $15M · 361
Similar participant headcount
Nearest other-state filings by covered participants (810 participants); asset peers above are excluded.
- Grinnell College Employees Retirement Savings Plan (IA) 810 · 0 off
- Presbyterian Seniorcare Retirement Plan (PA) 809 · 1 off
- University of Portland Defined Contribution and Tax Deferred Annuity (OR) 811 · 1 off
- 401(k) Profit Sharing Plan for Employees of Mclarty Automotive Group, LLC (AR) 805 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.