401(k) · DOL Form 5500 · 2024

Birch Resources, LLC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets: 96
Participants Small participant base: 73rd
Percentile by assets National rank: $240,872
Avg per participant Above avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Birch Resources, LLC 401(k) Plan · Sponsored by Birch Resources, LLC · Texas · Mining & Oil Extraction

$23M in assets, 96 participants

Birch Resources, LLC's Birch Resources, LLC 401(k) Plan reported $23M in total assets and 96 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

#438 in Mining & Oil Extraction (785 peers)

Birch Resources, LLC multi-year trail

Birch Resources, LLC's plans moved +24.8% in assets from 2023 to 2024; this filing shows Birch Resources, LLC 401(k) Plan at $23M / 96 participants.

#438
in Mining & Oil Extraction (785 peers): +24.8%
assets growth YoY

Birch Resources, LLC 401(k) Plan's outsized position by total assets

Birch Resources, LLC 401(k) Plan vs every filed plan by assets

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

$23,123,757 Top 27% higher than 73% 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

Birch Resources, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Birch Resources, LLC 401(k) Plan is a small filing (96 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Birch Resources, LLC 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $23M in the plan year 2024 filing.
Birch Resources, LLC 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Birch Resources, LLC 401(k) Plan reported participants fell from 104 in the plan year 2023 filing to 96 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 465134048 · Birch Resources, LLC PY 2024 · 401(k)

Birch Resources, LLC 401(k) Plan · $23M · 96 · 73rd

SCH $23M
SCH 96
SCH 73rd
SCH 401(k)
SCH near Quest Analytics Retirement Plan
SCH ind #438

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 Mining & Oil Extraction retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Birch Resources, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Birch Resources, LLC multi-year asset trail

Latest sponsor-wide plan assets: $23M 24.822591247924862% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	104	$19M
2024	1	96	$23M

Birch Resources, LLC filing trail (2024)

Total Assets (Beginning of Year)	$19M
Net Assets (End of Year)	$23M
Net Income	$5M
Employer EIN	465134048
Plan Effective Date	2004-09-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Birch Resources, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Birch Resources, LLC 401(k) Plan side-by-side with 3 peers →

Birch Resources, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Quest Analytics Retirement Plan in KS ($23M); by covered participants it is Berberian Entities 401(k) Retirement Plan in CA (96 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Quest Analytics Retirement Plan (KS) $23M · 249
Sagicor Life Insurance Company Retirement Savings Plan (AZ) $23M · 161
403(b) Thrift Plan for Employees of Dakota Boys and Girls Ranch (ND) $23M · 356
Campbell's Auto Express, Inc. 401(k) Plan (NJ) $23M · 112

Similar participant headcount

Nearest other-state filings by covered participants (96 participants); asset peers above are excluded.

Berberian Entities 401(k) Retirement Plan (CA) 96 · 0 off
Living Proof, Inc. 401(k) Profit Sharing Plan and Trust (MA) 96 · 0 off
Burns Management Corporation 401(k) Plan (NY) 96 · 0 off
Columbia Academy 401(k) Plan (DE) 96 · 0 off

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 Birch Resources, LLC 401(k) Plan assets move in 2024? ▼

Birch Resources, LLC 401(k) Plan grew sharply - up 24.8% during 2024, from $19M to $23M. Reported net income was $5M.

How have Birch Resources, LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Birch Resources, LLC's sponsor-wide assets grew 24.8%, from $19M to $23M.

Which 401(k) plans are similar in size to Birch Resources, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Quest Analytics Retirement Plan in KS ($23M, 249 participants).

Which 401(k) plans cover a similar participant headcount to Birch Resources, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Berberian Entities 401(k) Retirement Plan in CA (96 participants, $5M 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 465134048.