401(k) · DOL Form 5500 · 2023

Birnam Wood Golf Club 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
108
Participants Small participant base
57th
Percentile by assets National rank
$84,226
Avg per participant Below avg balance/head
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Official DOL plan name: Birnam Wood Golf Club 401(k) Profit Sharing Plan · Sponsored by Birnam Wood Golf Club · California · Arts, Entertainment & Recreation

$9M in assets, 108 participants

Birnam Wood Golf Club's Birnam Wood Golf Club 401(k) Profit Sharing Plan reported $9M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #2,152 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in California

Birnam Wood Golf Club 401(k) Profit Sharing Plan covers 108 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $9M.

#2,152
in Arts, Entertainment & Recreation (2,945 peers)
+27.1%
assets growth YoY

Birnam Wood Golf Club 401(k) Profit Sharing Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Birnam Wood Golf Club 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,096,432 Top 43% higher than 57% of 127,068 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 2023

Birnam Wood Golf Club 401(k) Profit Sharing 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. Birnam Wood Golf Club 401(k) Profit Sharing Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Birnam Wood Golf Club 401(k) Profit Sharing Plan reported net income rose from $447K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Birnam Wood Golf Club 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Birnam Wood Golf Club 401(k) Profit Sharing Plan reported participants rose from 85 in the plan year 2022 filing to 108 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 952457897 · Birnam Wood Golf Club PY 2023 · 401(k)

Birnam Wood Golf Club 401(k) Profit Sharing Plan · $9M · 108 · 57th

  • SCH $9M
  • SCH 108
  • SCH 57th
  • SCH 401(k)
  • SCH near Ra Outdoors, LLC 401(k) Plan
  • SCH ind #2152

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Birnam Wood Golf Club 401(k) Profit Sharing Plan in the asset neighbourhood

Birnam Wood Golf Club 401(k) Profit Sharing PlanBirnam Wood Golf Club 401(k)…$9MRa Outdoors, LLC 401(k) Plan$9MCoon Brothers, Inc. 401(k) Profit Sharing PlanCoon Brothers, Inc. 401(k) P…$9MOcean Communications 401(k) Retirement PlanOcean Communications 401(k) …$9MFinancial Health Network 401(k) PlanFinancial Health Network 401…$9M
End-of-year total assets ($M) among Birnam Wood Golf Club 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN952457897
Plan Effective Date1986-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Birnam Wood Golf Club)

Sponsor-wide plan assets over time

All Birnam Wood Golf Club plans reported in each filing year

Latest sponsor-wide plan assets
$9M 27.147852399200694% vs 2022
2023 filing year
$6M$7M$8M$9M$10M 20222023 $7.15M $9.1M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 85 $7M
2023 1 108 $9M

Nearby 401(k) Plans in California

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

Birnam Wood Golf Club 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Birnam Wood Golf Club 401(k) Profit Sharing Plan, Total assets ($B): 0.009096432 · Participants: 108Birnam Wood Golf Club 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Birnam Wood Golf Club 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Birnam Wood Golf Club 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ra Outdoors, LLC 401(k) Plan in TX ($9M); by covered participants it is Winstar Farm 401(k) Plan in KY (108 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (108 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Birnam Wood Golf Club 401(k) Profit Sharing Plan assets move in 2023?
Birnam Wood Golf Club 401(k) Profit Sharing Plan grew sharply - up 27.1% during 2023, from $7M to $9M. Reported net income was $2M.
How have Birnam Wood Golf Club plan assets changed over time?
Across 2 plan years on file (2022-2023), Birnam Wood Golf Club's sponsor-wide assets grew 27.1%, from $7M to $9M.
Which 401(k) plans are similar in size to Birnam Wood Golf Club 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Ra Outdoors, LLC 401(k) Plan in TX ($9M, 504 participants).
Which 401(k) plans cover a similar participant headcount to Birnam Wood Golf Club 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Winstar Farm 401(k) Plan in KY (108 participants, $4M in assets).