401(k) · DOL Form 5500 · 2024

Ashcroft Capital, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 340
Participants Below avg headcount: 41st
Percentile by assets National rank: $13,590
Avg per participant Low balance/head

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Official DOL plan name: Birchstone 401(k) Plan · Sponsored by Ashcroft Capital, LLC · New York · Real Estate

$5M in assets, 340 participants

Ashcroft Capital, LLC's Birchstone 401(k) Plan reported $5M in total assets and 340 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

#2,778 in Real Estate (4,605 peers)

Coverage in New York

Birchstone 401(k) Plan covers 340 participants in New York, about 43% of the average New York filer (state average ~798 per filing). Assets: $5M.

#2,778
in Real Estate (4,605 peers): +38.4%
assets growth YoY

Birchstone 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Birchstone 401(k) Plan vs every filed plan by assets

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

$4,620,608 41st percentile higher than 41% 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

Birchstone 401(k) Plan 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. Birchstone 401(k) Plan sits mid-pack in the medium band (340 participants).

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%)

Birchstone 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Birchstone 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Birchstone 401(k) Plan reported participants fell from 367 in the plan year 2023 filing to 340 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 811612313 · Ashcroft Capital, LLC PY 2024 · 401(k)

Birchstone 401(k) Plan · $5M · 340 · 41st

EOY $5M
EOY 340
EOY 41st
EOY 401(k)
EOY near Workforce Essentials, Inc. Tsa Retirement Plan
EOY ind #2778

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 Real Estate retirement plans → · Plans in New York →

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

New York filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$5M
Net Income	$1M
Employer EIN	811612313
Plan Effective Date	2021-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Ashcroft Capital, LLC)

Latest sponsor-wide plan assets: $5M 184.18072007577155% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	246	$2M
2023	1	367	$3M
2024	1	340	$5M

Nearby 401(k) Plans in New York

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

Birchstone 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Birchstone 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Workforce Essentials, Inc. Tsa Retirement Plan in TN ($5M); by covered participants it is Joieful Connections LLC 401(k) Profit Sharing Plan & Trust in OR (340 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Workforce Essentials, Inc. Tsa Retirement Plan (TN) $5M · 178
Split Rock Studios 401(k) Plan (MN) $5M · 35
Center for Children with Special Needs LLC 401(k) Plan (CT) $5M · 73
Balance Staffing 401(k) Plan (CA) $5M · 99

Similar participant headcount

Nearest other-state filings by covered participants (340 participants); asset peers above are excluded.

Joieful Connections LLC 401(k) Profit Sharing Plan & Trust (OR) 340 · 0 off
R.N. Industries Trucking, Inc. Profit Sharing Plan (UT) 340 · 0 off
Stanpac USA 401(k) Plan (TX) 340 · 0 off
Brightway Insurance 401(k) Plan (FL) 340 · 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 Birchstone 401(k) Plan assets move in 2024? ▼

Birchstone 401(k) Plan surged - up 38.4% during 2024, from $3M to $5M. Reported net income was $1M.

How have Ashcroft Capital, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Ashcroft Capital, LLC's sponsor-wide assets grew 184.2%, from $2M to $5M.

Which 401(k) plans are similar in size to Birchstone 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Workforce Essentials, Inc. Tsa Retirement Plan in TN ($5M, 178 participants).

Which 401(k) plans cover a similar participant headcount to Birchstone 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Joieful Connections LLC 401(k) Profit Sharing Plan & Trust in OR (340 participants, N/A 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 811612313.