401(k) · DOL Form 5500 · 2023

Birch Family Services, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
810
Participants Near avg headcount
76th
Percentile by assets National rank
$29,761
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Birch Family Services Retirement Plan · Sponsored by Birch Family Services, Inc. · New York · Educational Services

$24M in assets, 810 participants

Birch Family Services, Inc.'s Birch Family Services Retirement Plan reported $24M in total assets and 810 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,239 in Educational Services (3,735 peers)

Where Birch Family Services Retirement Plan sits by assets

Birch Family Services Retirement Plan sits in the top quartile of all filed plans by assets, $24M for 810 participants (~$29,761/participant), up 9.7% in 2023.

#2,239
in Educational Services (3,735 peers)
+9.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Birch Family Services Retirement Plan's outsized position by total assets

Birch Family Services Retirement Plan vs every filed plan by assets

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

$24,106,068 Top 24% higher than 76% 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

Birch Family Services Retirement 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 Retirement 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 Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Birch Family Services Retirement Plan end-of-year assets rose from $22M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Birch Family Services Retirement Plan reported participants rose from 799 in the plan year 2022 filing to 810 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 112503193 · Birch Family Services, Inc. PY 2023 · 401(k)

Birch Family Services Retirement Plan · $24M · 810 · 76th

  • IND $24M
  • IND 810
  • IND 76th
  • IND 401(k)
  • IND near J. W. Nutt Company 401(k) Plan
  • IND ind #2239

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 Retirement Plan in the asset neighbourhood

Birch Family Services Retirement PlanBirch Family Services Retire…$24MJ. W. Nutt Company 401(k) PlanJ. W. Nutt Company 401(k) Pl…$24MGoosehead Insurance 401(k) PlanGoosehead Insurance 401(k) P…$24MHormann LLC Employees Salary Savings PlanHormann LLC Employees Salary…$24MPrimient Hourly Comprehensive Retirement PlanPrimient Hourly Comprehensiv…$24M
End-of-year total assets ($M) among Birch Family Services Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$24M
Net Income$2M
Employer EIN112503193
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Birch Family Services, Inc.)

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
$30M$35M$40M$45M$50M 202220232024 $33.7M $44.8M ▲ +32.9%
Year Plans Participants Total Assets
2022 2 1,598 $34M
2023 2 1,620 $39M
2024 2 1,677 $45M

Nearby 401(k) Plans in New York

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

Birch Family Services Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Birch Family Services Retirement Plan, Total assets ($B): 0.024106068 · Participants: 810Birch Family Services Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Birch Family Services Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Birch Family Services Retirement Plan side-by-side with 3 peers →

Birch Family Services Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is J. W. Nutt Company 401(k) Plan in AR ($24M); by covered participants it is Hutson Inc. 401(k) Profit Sharing Plan in KY (810 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (810 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 Birch Family Services Retirement Plan assets move in 2023? ▼
Birch Family Services Retirement Plan grew at a solid clip - up 9.7% during 2023, from $22M to $24M. Reported net income was $2M.
How have Birch Family Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Birch Family Services, Inc.'s sponsor-wide assets grew 32.9%, from $34M to $45M.
Where does Birch Family Services Retirement Plan rank by assets among Form 5500 filers? ▼
Birch Family Services Retirement Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Birch Family Services Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is J. W. Nutt Company 401(k) Plan in AR ($24M, 22 participants).
Which 401(k) plans cover a similar participant headcount to Birch Family Services Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hutson Inc. 401(k) Profit Sharing Plan in KY (810 participants, $36M 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 112503193.

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.