Branca Holdings, Inc. Employee Stock Ownership Plan and Trust
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Branca Holdings, Inc. · Missouri · Other Services
What the 2023 filing shows
Branca Holdings, Inc. Employee Stock Ownership Plan and Trust holds N/A for 56 participants.
- N/A
- total plan assets (2024 EOY)
- 56
- covered participants
What the Filing Says About Branca Holdings, Inc. Employee Stock Ownership Plan and Trust
Branca Holdings, Inc. Employee Stock Ownership Plan and Trust is a Other retirement plan sponsored by Branca Holdings, Inc., headquartered in Missouri. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 56 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 824174550, and the plan has been effective since 2016-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2024 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | N/A |
| Total Assets (End of Year) | N/A |
| Net Assets (End of Year) | N/A |
| Plan Type | Other |
| Employer EIN | 824174550 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Missouri
Peer Other plans — same state, same plan type — ranked by total assets.
- Carpenters Pension Trust Fund of St. Louis $3.3B · 11,420
- Mccarthy Employee Stock Ownership Plan $1.5B · 3,651
- Carpenters Pension Trust Fund of Kansas City $1.4B · 5,851
- Construction Laborers Pension Trust of Greater St. $1.1B · 3,491
- Commerce Bancshares, Inc. Participating Investment Plan $982M · 4,540
Related Data
Guides
Frequently Asked Questions
How much money is in the Branca Holdings, Inc. Employee Stock Ownership Plan and Trust? ▼
What type of plan is Branca Holdings, Inc. Employee Stock Ownership Plan and Trust? ▼
Who sponsors the Branca Holdings, Inc. Employee Stock Ownership Plan and Trust? ▼
How did Branca Holdings, Inc. Employee Stock Ownership Plan and Trust perform in 2024? ▼
Where can I find official filings for Branca Holdings, Inc. Employee Stock Ownership Plan and Trust? ▼
How does Branca Holdings, Inc. Employee Stock Ownership Plan and Trust compare to other plans? ▼
Explore PlainRetire
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 824174550.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.