401(k) · DOL Form 5500 · 2024

The Branch Group Inc 401(k) Plan

Data updated 2026-08-11

$126M
Total assets
1,179
Participants
92nd
Percentile by assets
$107,237
Avg per participant
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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.

  • 92nd percentile by assets (of 123,622 plans)
  • #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.

$126M
total plan assets (2024 EOY)
1,179
covered participants
92nd
percentile by assets (of 123,622 plans)
$107,237
avg assets per participant

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.

See the national 2023→2024 release diff →

State
Virginia
Industry
Construction

The Branch Group Inc and Affiliates Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, The Branch Group Inc and Affiliates Employee Stock Ownership Plan outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$105M
Net Assets (End of Year)$122M
Net Income$22M
Employer EIN546047677
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Branch Group Inc)

$80M$100M$120M$140M 202220232024 $87.6M $126M ▲ +44.4%
Total plan assets by year, all The Branch Group Inc plans on file
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.

The Branch Group Inc and Affiliates Employee Stock Ownership Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

The Branch Group Inc and Affiliates Employee Stock Ownership Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The Branch Group Inc…Northrop Grumman Sav…401(k) Pension PlanGeneral Dynamics Cor…Capital One Financia…Leidos, Inc. Retirem…
The Branch Group Inc and Affiliates Employee Stock Ownership Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare The Branch Group Inc and Affiliates Empl… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Branch Group Inc and Affiliates Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did The Branch Group Inc and Affiliates Employee Stock Ownership Plan assets move in 2024? ▼
The Branch Group Inc and Affiliates Employee Stock Ownership Plan grew sharply - up 20.7% during 2024, from $105M to $126M. Reported net income was $22M.
How have The Branch Group Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Branch Group Inc's sponsor-wide assets grew 44.4%, from $88M to $126M.
Where does The Branch Group Inc and Affiliates Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Branch Group Inc and Affiliates Employee Stock Ownership Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Branch Group Inc and Affiliates Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lima Memorial Health System 401(k) Plan in OH ($126M, 1,507 participants).

Next read for The Branch Group Inc and Affiliates Empl…

Scale reading

Ways to act on The Branch Group Inc and Affiliates Employee Stock Ownership Plan's numbers.

  • By total assets, The Branch Group Inc and Affiliates Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Virginia. Compare plans
  • The Branch Group Inc's sponsor-wide assets have grown 44.4% since 2022 across 3 plan years on file. More Construction plans

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 546047677.

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.