401(k) · DOL Form 5500 · 2024

Branch Metrics, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
269
Participants Below avg headcount
75th
Percentile by assets National rank
$98,832
Avg per participant Below avg balance/head
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Official DOL plan name: Branch Metrics Retirement Trust · Sponsored by Branch Metrics, Inc. · California · Professional & Technical Services

$27M in assets, 269 participants

Branch Metrics, Inc.'s Branch Metrics Retirement Trust reported $27M in total assets and 269 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,197 in Professional & Technical Services (20,173 peers)

Coverage in California

Branch Metrics Retirement Trust covers 269 participants in California, about 43% of the average California filer (state average ~630 per filing). Assets: $27M.

#15,197
in Professional & Technical Services (20,173 peers)
+6.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Branch Metrics Retirement Trust's outsized position by total assets

Branch Metrics Retirement Trust vs every filed plan by assets

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

$26,585,874 Top 25% higher than 75% 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

Branch Metrics Retirement Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Branch Metrics Retirement Trust sits mid-pack in the medium band (269 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Branch Metrics Retirement Trust reported net income fell from $8M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Branch Metrics Retirement Trust reported participants fell from 338 in the plan year 2023 filing to 269 in the plan year 2024 filing.
  • Branch Metrics Retirement Trust end-of-year assets rose from $25M in the plan year 2023 filing to $27M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 462998750 · Branch Metrics, Inc. PY 2024 · 401(k)

Branch Metrics Retirement Trust · $27M · 269 · 75th

  • EOY $27M
  • 5500 269
  • ASSETS 75th
  • PCT 401(k)
  • EIN near Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan
  • RANK ind #15197

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 Professional & Technical Services retirement plans → · Plans in California →

Branch Metrics Retirement Trust in the asset neighbourhood

Branch Metrics Retirement TrustBranch Metrics Retirement Tr…$27MAir-Conditioning, Heating and Refrigeration Institute 401(k) Retirement PlanAir-Conditioning, Heating an…$27MBober, Markey, Fedorovich & Company Thrift/Incentive PlanBober, Markey, Fedorovich & …$27MInfinite Legacy, Inc. Retirement Savings PlanInfinite Legacy, Inc. Retire…$27MFederal Protection, Inc. 401(k) Profit Sharing PlanFederal Protection, Inc. 401…$27M
End-of-year total assets ($M) among Branch Metrics Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$27M
Net Income$2M
Employer EIN462998750
Plan Effective Date2014-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Branch Metrics, Inc.)

Sponsor-wide plan assets over time

All Branch Metrics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 53.11532945926177% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.4M $26.6M ▲ +53.2%
Year Plans Participants Total Assets
2022 1 271 $17M
2023 1 338 $25M
2024 1 269 $27M

Nearby 401(k) Plans in California

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

Branch Metrics Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Branch Metrics Retirement Trust, Total assets ($B): 0.026585874 · Participants: 269Branch Metrics Retirement TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Branch Metrics Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Branch Metrics Retirement Trust side-by-side with 3 peers →

Branch Metrics Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan in VA ($27M); by covered participants it is Mcmichael Mills, Inc. 401(k) Savings Plan in NC (269 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (269 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 Branch Metrics Retirement Trust assets move in 2024? ▼
Branch Metrics Retirement Trust grew at a solid clip - up 6.1% during 2024, from $25M to $27M. Reported net income was $2M.
How have Branch Metrics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Branch Metrics, Inc.'s sponsor-wide assets grew 53.1%, from $17M to $27M.
Where does Branch Metrics Retirement Trust rank by assets among Form 5500 filers? ▼
Branch Metrics Retirement Trust ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Branch Metrics Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan in VA ($27M, 99 participants).
Which 401(k) plans cover a similar participant headcount to Branch Metrics Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcmichael Mills, Inc. 401(k) Savings Plan in NC (269 participants, $8M 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 462998750.

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.