401(k) · DOL Form 5500 · 2024

Branch Financial, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
382
Participants Below avg headcount
58th
Percentile by assets National rank
$29,300
Avg per participant Low balance/head
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Official DOL plan name: Branch Financial 401(k) Plan · Sponsored by Branch Financial, Inc. · New Hampshire · Finance & Insurance

$11M in assets, 382 participants

Branch Financial, Inc.'s Branch Financial 401(k) Plan reported $11M in total assets and 382 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,590 in Finance & Insurance (8,549 peers)

Branch Financial, Inc. multi-year trail

Branch Financial, Inc.'s plans moved +121.1% in assets from 2022 to 2024; this filing shows Branch Financial 401(k) Plan at $11M / 382 participants.

#3,590
in Finance & Insurance (8,549 peers)
+16.4%
assets growth YoY

Branch Financial 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Branch Financial 401(k) Plan vs every filed plan by assets

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

$11,192,726 Top 42% higher than 58% 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

Branch Financial 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Branch Financial 401(k) Plan sits mid-pack in the medium band (382 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Branch Financial 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Branch Financial 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Branch Financial 401(k) Plan reported participants fell from 433 in the plan year 2023 filing to 382 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 820628587 · Branch Financial, Inc. PY 2024 · 401(k)

Branch Financial 401(k) Plan · $11M · 382 · 58th

  • SCH $11M
  • SCH 382
  • SCH 58th
  • SCH 401(k)
  • SCH near Hayes Medical Staffing LLC 401(k) Profit Sharing Plan & Trust
  • SCH ind #3590

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 Finance & Insurance retirement plans → · Plans in New Hampshire →

Branch Financial 401(k) Plan in the asset neighbourhood

Branch Financial 401(k) Plan$11MHayes Medical Staffing LLC 401(k) Profit Sharing Plan & TrustHayes Medical Staffing LLC 4…$11MFlyr 401(k) Plan$11MRobbins Manufacturing Company 401(k) Plan and TrustRobbins Manufacturing Compan…$11MSyllogisteks Employee 401(k) PlanSyllogisteks Employee 401(k)…$11M
End-of-year total assets ($M) among Branch Financial 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Branch Financial, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Branch Financial, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 121.11896878951735% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.06M $11.2M ▲ +121.1%
Year Plans Participants Total Assets
2022 1 210 $5M
2023 1 433 $10M
2024 1 382 $11M

Branch Financial, Inc. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN820628587
Plan Effective Date2018-09-23
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Hampshire

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

Branch Financial 401(k) Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Branch Financial 401(k) Plan, Total assets ($M): 11.192726 · Participants: 382Branch Financial 401(k) PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 670.52032 · Participants: 11041C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 486.920985 · Participants: 961Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 481.365142 · Participants: 1909Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 438.844096 · Participants: 2733Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 400.152906 · Participants: 2821Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Branch Financial 401(k) Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Branch Financial 401(k) Plan side-by-side with 3 peers →

Branch Financial 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Hayes Medical Staffing LLC 401(k) Profit Sharing Plan & Trust in FL ($11M); by covered participants it is United Medical Systems 401(k) Profit Sharing Plan and Trust in MA (382 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (382 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 Branch Financial 401(k) Plan assets move in 2024? ▼
Branch Financial 401(k) Plan grew sharply - up 16.4% during 2024, from $10M to $11M. Reported net income was $2M.
How have Branch Financial, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Branch Financial, Inc.'s sponsor-wide assets grew 121.1%, from $5M to $11M.
Which 401(k) plans are similar in size to Branch Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hayes Medical Staffing LLC 401(k) Profit Sharing Plan & Trust in FL ($11M, 264 participants).
Which 401(k) plans cover a similar participant headcount to Branch Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is United Medical Systems 401(k) Profit Sharing Plan and Trust in MA (382 participants, N/A 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 820628587.

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.