401(k) · DOL Form 5500 · 2024
The F.a. Bartlett Tree Expert Co. 401(k) Plan
Data updated 2026-08-11
- $201M
- Total assets
- 2,572
- Participants
- 94th
- Percentile by assets
- $78,318
- Avg per participant
Official DOL plan name: Bartlett Tree 401(k) Plan · Sponsored by The F.a. Bartlett Tree Expert Co. · Connecticut · Administrative & Support Services
$201M in assets, 2,572 participants
The F.a. Bartlett Tree Expert Co.'s Bartlett Tree 401(k) Plan reported $201M in total assets and 2,572 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 123,622 plans)
- #4,238 in Administrative & Support Services (4,368 peers)
Coverage in Connecticut
Bartlett Tree 401(k) Plan covers 2,572 participants in Connecticut, 3.6x the typical Connecticut plan (state average ~718 per filing). Assets: $201M.
- $201M
- total plan assets (2024 EOY)
- 2,572
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $78,318
- avg assets per participant
Where Bartlett Tree 401(k) Plan sits by total assets
Bartlett Tree 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$201,435,130 Top 6% higher than 94% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bartlett Tree 401(k) Plan end-of-year assets rose from $171M in the plan year 2023 filing to $201M in the plan year 2024 filing.
- Bartlett Tree 401(k) Plan reported net income fell from $35M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- Bartlett Tree 401(k) Plan reported participants rose from 2,423 in the plan year 2023 filing to 2,572 in the plan year 2024 filing.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. Bartlett Tree 401(k) Plan reports 2,572 participants - 3.6x that state average ($201M EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $171M |
|---|---|
| Net Assets (End of Year) | $201M |
| Net Income | $30M |
| Employer EIN | 060254490 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The F.a. Bartlett Tree Expert Co.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,172 | $136M |
| 2023 | 1 | 2,423 | $171M |
| 2024 | 1 | 2,572 | $201M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Bartlett Tree 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
- Rtx Savings Plan $58.6B · 124,876
- Citi Retirement Savings Plan $23.2B · 78,741
- The Hartford Investment and Savings Plan $7.2B · 18,614
- Eversource 401(k) Plan $4.0B · 10,041
- Xerox Corporation Savings Plan $4.0B · 9,876
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Bartlett Tree 401(k) Plan by total assets, not by location.
- U.a. Local 13 Annuity Fund (NY) $201M · 1,050
- Mistras Group, Inc. Salary Savings Plan (NJ) $201M · 3,174
- Samuel, Son & Co. (USA), Inc. 401(k) Plan (IL) $202M · 3,022
- Mirion Technologies 401(k) Plan (GA) $201M · 2,218
Frequently Asked Questions
How did Bartlett Tree 401(k) Plan assets move in 2024? ▼
How have The F.a. Bartlett Tree Expert Co. plan assets changed over time? ▼
Where does Bartlett Tree 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Bartlett Tree 401(k) Plan? ▼
Next read for Bartlett Tree 401(k) Plan
Filing takeaways
Ways to act on Bartlett Tree 401(k) Plan's numbers.
- By total assets, Bartlett Tree 401(k) 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 Connecticut. Compare plans
- The F.a. Bartlett Tree Expert Co.'s sponsor-wide assets have grown 48.0% since 2022 across 3 plan years on file. More Administrative & Support Services plans