401(k) · DOL Form 5500 · 2024
The Branch Group Inc 401(k) Plan
Data updated 2026-08-25
- $126M
- Total assets Near avg plan size
- 1,179
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $107,237
- Avg per participant Below avg balance/head
Official DOL plan name: The Branch Group Inc and Affiliates Employee Stock Ownership Plan · Sponsored by The Branch Group Inc · Virginia · Construction
$126M in assets, 1,179 participants
The Branch Group Inc's The Branch Group Inc and Affiliates Employee Stock Ownership Plan reported $126M in total assets and 1,179 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #8,184 in Construction (9,039 peers)
Where The Branch Group Inc and Affiliates Employee Stock Ownership Plan sits by assets
The Branch Group Inc and Affiliates Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $126M for 1,179 participants (~$107,237/participant), up 20.7% in 2024.
- #8,184
- in Construction (9,039 peers)
- +20.7%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
The Branch Group Inc and Affiliates Employee Stock Ownership Plan's outsized position by total assets
The Branch Group Inc and Affiliates Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$126,432,270 Top 8% higher than 92% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Branch Group Inc and Affiliates Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Branch Group Inc and Affiliates Employee Stock Ownership Plan lands in the large band (1,179 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Branch Group Inc and Affiliates Employee Stock Ownership Plan reported net income rose from $18M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- The Branch Group Inc and Affiliates Employee Stock Ownership Plan end-of-year assets rose from $105M in the plan year 2023 filing to $126M in the plan year 2024 filing.
- The Branch Group Inc and Affiliates Employee Stock Ownership Plan reported participants rose from 978 in the plan year 2023 filing to 1,179 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 546047677 · The Branch Group Inc PY 2024 · 401(k)
The Branch Group Inc and Affiliates Employee Stock Ownership Plan · $126M · 1,179 · 92nd
- RANK $126M
- PHOTO 1,179
- IND 92nd
- EOY 401(k)
- 5500 near Lima Memorial Health System 401(k) Plan
- ASSETS ind #8184
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 Construction retirement plans → · Plans in Virginia →
The Branch Group Inc and Affiliates Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $105M |
|---|---|
| Net Assets (End of Year) | $122M |
| Net Income | $22M |
| Employer EIN | 546047677 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Branch Group Inc)
Sponsor-wide plan assets over time
All The Branch Group Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $126M 44.40164376213859% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 791 | $88M |
| 2023 | 1 | 978 | $105M |
| 2024 | 1 | 1,179 | $126M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
The Branch Group Inc and Affiliates Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Lima Memorial Health System 401(k) Plan in OH ($126M); by covered participants it is 1-800 Contacts, Inc. Retirement and Savings Plan in UT (1,179 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($126M here).
- Lima Memorial Health System 401(k) Plan (OH) $126M · 1,507
- Aaa East Central 401(k) Savings Plan (PA) $126M · 1,326
- Ballad Health 401(k) Plan (TN) $126M · 980
- Gmg Employees Savings Plan (MI) $126M · 2,237
Similar participant headcount
Nearest other-state filings by covered participants (1,179 participants); asset peers above are excluded.
- 1-800 Contacts, Inc. Retirement and Savings Plan (UT) 1,179 · 0 off
- Nuehealth 401(k) Retirement Plan (KS) 1,179 · 0 off
- Quaker Window Products Co. 401(k) Profit Sharing Plan & Trust (MO) 1,179 · 0 off
- Joy Cone Co. 401(k) Profit Sharing Plan (TX) 1,179 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.