401(k) · DOL Form 5500 · 2024

The Branch Funeral Home, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
14
Participants Small participant base
32nd
Percentile by assets National rank
$177,121
Avg per participant Above avg balance/head
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Official DOL plan name: The Branch Funeral Home LLC 401(k) Profit Sharing Pl · Sponsored by The Branch Funeral Home, LLC · New York · Other Services

$2M in assets, 14 participants

The Branch Funeral Home, LLC's The Branch Funeral Home LLC 401(k) Profit Sharing Pl reported $2M in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #4,323 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, The Branch Funeral Home LLC 401(k) Profit Sharing Pl ranks #4,323 of 7,719 2024 filers by assets (809% of the sector average)-$2M for 14 participants.

#4,323
in Other Services (7,719 peers)
-17.6%
assets change YoY

The plan reported a net loss of $531K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Branch Funeral Home LLC 401(k) Profit Sharing Pl among the smaller filed plans by assets

The Branch Funeral Home LLC 401(k) Profit Sharing Pl vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,479,699 32nd percentile higher than 32% of 123,620 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 2024

The Branch Funeral Home LLC 401(k) Profit Sharing Pl among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Branch Funeral Home LLC 401(k) Profit Sharing Pl is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Branch Funeral Home LLC 401(k) Profit Sharing Pl reported net income fell from $589K in the plan year 2023 filing to -$531K in the plan year 2024 filing.
  • The Branch Funeral Home LLC 401(k) Profit Sharing Pl reported participants fell from 17 in the plan year 2023 filing to 14 in the plan year 2024 filing.
  • The Branch Funeral Home LLC 401(k) Profit Sharing Pl end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 203453883 · The Branch Funeral Home, LLC PY 2024 · 401(k)

The Branch Funeral Home LLC 401(k) Profit Sharing Pl · $2M · 14 · 32nd

  • IND $2M
  • EOY 14
  • 5500 32nd
  • ASSETS 401(k)
  • PCT near Provident, Inc. Retirement Savings Plan
  • EIN ind #4323

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 Other Services retirement plans → · Plans in New York →

The Branch Funeral Home LLC 401(k) Profit Sharing Pl in the asset neighbourhood

The Branch Funeral Home LLC 401(k) Profit Sharing PlThe Branch Funeral Home LLC …$2MProvident, Inc. Retirement Savings PlanProvident, Inc. Retirement S…$2MWest Coast Logistics, LLC 401(k) PlanWest Coast Logistics, LLC 40…$2MTroost Cemeteries, Inc. Employee 401(k) PlanTroost Cemeteries, Inc. Empl…$2MMurray Brokerage Partners Inc 401(k) PlanMurray Brokerage Partners In…$2M
End-of-year total assets ($M) among The Branch Funeral Home LLC 401(k) Profit Sharing Pl and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$531K
Employer EIN203453883
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Branch Funeral Home, LLC)

Sponsor-wide plan assets over time

All The Branch Funeral Home, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 2.37810262916586% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.42M $2.48M ▲ +2.5%
Year Plans Participants Total Assets
2022 1 15 $2M
2023 1 17 $3M
2024 1 14 $2M

Nearby 401(k) Plans in New York

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

The Branch Funeral Home LLC 401(k) Profit Sharing Pl vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Branch Funeral Home LLC 401(k) Profit Sharing Pl, Total assets ($B): 0.002479699 · Participants: 14The Branch Funeral Home LLC 401(k) Profit Sharing PlIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
The Branch Funeral Home LLC 401(k) Profit Sharing Pl vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Branch Funeral Home LLC 401(k) Profit Sharing Pl side-by-side with 3 peers →

The Branch Funeral Home LLC 401(k) Profit Sharing Pl's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Provident, Inc. Retirement Savings Plan in MO ($2M); by covered participants it is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Branch Funeral Home LLC 401(k) Profit Sharing Pl assets move in 2024? ▼
The Branch Funeral Home LLC 401(k) Profit Sharing Pl declined sharply - down 17.6% during 2024, from $3M to $2M. Reported net income was -$531K.
How have The Branch Funeral Home, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Branch Funeral Home, LLC's sponsor-wide assets grew 2.4%, from $2M to $2M.
Which 401(k) plans are similar in size to The Branch Funeral Home LLC 401(k) Profit Sharing Pl? ▼
Among 401(k) plans in other states, the closest by assets is Provident, Inc. Retirement Savings Plan in MO ($2M, 97 participants).
Which 401(k) plans cover a similar participant headcount to The Branch Funeral Home LLC 401(k) Profit Sharing Pl? ▼
Among 401(k) plans in other states, the closest by covered participants is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 203453883.

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.