401(k) · DOL Form 5500 · 2023
Living Branches 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 467
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $54,160
- Avg per participant Low balance/head
Official DOL plan name: Living Branches Retirement Plan · Sponsored by Living Branches · Pennsylvania · Healthcare & Social Assistance
$25M in assets, 467 participants
Living Branches's Living Branches Retirement Plan reported $25M in total assets and 467 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- #14,194 in Healthcare & Social Assistance (17,684 peers)
Where Living Branches Retirement Plan sits by assets
Living Branches Retirement Plan sits in the top quartile of all filed plans by assets, $25M for 467 participants (~$54,160/participant), up 2.7% in 2023.
- #14,194
- in Healthcare & Social Assistance (17,684 peers)
- +2.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Living Branches Retirement Plan's outsized position by total assets
Living Branches Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$25,292,936 Top 23% higher than 77% 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
Living Branches 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. Living Branches Retirement Plan sits mid-pack in the medium band (467 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Living Branches Retirement Plan reported net income fell from $3M in the plan year 2022 filing to $676K in the plan year 2023 filing.
- Living Branches Retirement Plan reported participants rose from 453 in the plan year 2022 filing to 467 in the plan year 2023 filing.
- Living Branches Retirement Plan end-of-year assets rose from $25M in the plan year 2022 filing to $25M in the plan year 2023 filing.
DOL schedule card
Filing strip 232125481 · Living Branches PY 2023 · 401(k)
Living Branches Retirement Plan · $25M · 467 · 77th
- BOOK $25M
- BOOK 467
- BOOK 77th
- BOOK 401(k)
- BOOK near Gmi Holding, Inc. 401(k) Plan
- BOOK ind #14194
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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
Living Branches Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $676K |
| Employer EIN | 232125481 |
| Plan Effective Date | 1992-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Living Branches)
Sponsor-wide plan assets over time
All Living Branches plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 7.523209428661051% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 453 | $25M |
| 2023 | 1 | 467 | $25M |
| 2024 | 1 | 489 | $26M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Living Branches Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Gmi Holding, Inc. 401(k) Plan in SC ($25M); by covered participants it is United Fashions of Texas 401(k) Plan in TX (467 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Gmi Holding, Inc. 401(k) Plan (SC) $25M · 825
- Fineos Corporation 401(k) Profit Sharing Plan and Trust (MA) $25M · 244
- Rtm & Associates, Inc. Profit Sharing/401(k) Plan (IL) $25M · 265
- Sunrise Engineering 401(k) Plan (UT) $25M · 390
Similar participant headcount
Nearest other-state filings by covered participants (467 participants); asset peers above are excluded.
- United Fashions of Texas 401(k) Plan (TX) 467 · 0 off
- Flexe, Inc. 401(k) Plan (WA) 467 · 0 off
- Mb Precision Company 401(k) Plan (CT) 467 · 0 off
- Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan (AZ) 467 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.