401(k) · DOL Form 5500 · 2024

The F.a. Bartlett Tree Expert Co. 401(k) Plan

Data updated 2026-08-25

$201M
Total assets Near avg plan size
2,572
Participants Above avg headcount
94th
Percentile by assets National rank
$78,318
Avg per participant Below avg balance/head
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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.

  • #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.

#4,238
in Administrative & Support Services (4,368 peers)
+17.7%
assets growth YoY
2.0×
vs typical plan assets (national mean)

Bartlett Tree 401(k) Plan's outsized position 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

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 2024

Bartlett Tree 401(k) 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. Bartlett Tree 401(k) Plan lands in the large band (2,572 participants).

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 060254490 · The F.a. Bartlett Tree Expert Co. PY 2024 · 401(k)

Bartlett Tree 401(k) Plan · $201M · 2,572 · 94th

  • SCH $201M
  • SCH 2,572
  • SCH 94th
  • SCH 401(k)
  • SCH near U.a. Local 13 Annuity Fund
  • SCH ind #4238

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 Administrative & Support Services retirement plans → · Plans in Connecticut →

Bartlett Tree 401(k) Plan in the asset neighbourhood

Samuel, Son & Co. (USA), Inc. 401(k) PlanSamuel, Son & Co. (USA), Inc…$202MMistras Group, Inc. Salary Savings PlanMistras Group, Inc. Salary S…$201MBartlett Tree 401(k) Plan$201MU.a. Local 13 Annuity Fund$201MMirion Technologies 401(k) PlanMirion Technologies 401(k) P…$201M
End-of-year total assets ($M) among Bartlett Tree 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$171M
Net Assets (End of Year)$201M
Net Income$30M
Employer EIN060254490
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The F.a. Bartlett Tree Expert Co.)

Sponsor-wide plan assets over time

All The F.a. Bartlett Tree Expert Co. plans reported in each filing year

Latest sponsor-wide plan assets
$201M 47.97352940495889% vs 2022
2024 filing year
$120M$140M$160M$180M$200M$220M 202220232024 $136M $201M ▲ +48.0%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Bartlett Tree 401(k) Plan, Total assets ($B): 0.20143513 · Participants: 2572Bartlett Tree 401(k) PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Bartlett Tree 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Bartlett Tree 401(k) Plan side-by-side with 3 peers →

Bartlett Tree 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is U.a. Local 13 Annuity Fund in NY ($201M); by covered participants it is Mitsubishi Heavy Industries Americas Inc. Shared Services Plan in TX (2,572 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($201M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,572 participants); asset peers above are excluded.

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 Bartlett Tree 401(k) Plan assets move in 2024? ▼
Bartlett Tree 401(k) Plan grew sharply - up 17.7% during 2024, from $171M to $201M. Reported net income was $30M.
How have The F.a. Bartlett Tree Expert Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The F.a. Bartlett Tree Expert Co.'s sponsor-wide assets grew 48.0%, from $136M to $201M.
Where does Bartlett Tree 401(k) Plan rank by assets among Form 5500 filers? ▼
Bartlett Tree 401(k) Plan ranks in the 94th 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 Bartlett Tree 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is U.a. Local 13 Annuity Fund in NY ($201M, 1,050 participants).
Which 401(k) plans cover a similar participant headcount to Bartlett Tree 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mitsubishi Heavy Industries Americas Inc. Shared Services Plan in TX (2,572 participants, $460M 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 060254490.

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.