401(k) · DOL Form 5500 · 2024

Birch, Stewart, Kolasch & Birch, LLP 401(k) Plan

Data updated 2026-08-11

$68M
Total assets
121
Participants
87th
Percentile by assets
$557,896
Avg per participant
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Official DOL plan name: Bskb - 401(k) Profit Sharing Plan · Sponsored by Birch, Stewart, Kolasch & Birch, LLP · Virginia · Professional & Technical Services

$68M in assets, 121 participants

Birch, Stewart, Kolasch & Birch, LLP's Bskb - 401(k) Profit Sharing Plan reported $68M in total assets and 121 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • 87th percentile by assets (of 123,622 plans)
  • #17,805 in Professional & Technical Services (20,173 peers)

Coverage in Virginia

Bskb - 401(k) Profit Sharing Plan covers 121 participants in Virginia, about 15% of the average Virginia filer (state average ~782 per filing). Assets: $68M.

$68M
total plan assets (2024 EOY)
121
covered participants
87th
percentile by assets (of 123,622 plans)
$557,896
avg assets per participant

Where Bskb - 401(k) Profit Sharing Plan sits by total assets

Bskb - 401(k) Profit Sharing Plan vs every filed plan by assets

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

$67,505,382 Top 13% higher than 87% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bskb - 401(k) Profit Sharing Plan end-of-year assets rose from $58M in the plan year 2023 filing to $68M in the plan year 2024 filing.
  • Bskb - 401(k) Profit Sharing Plan reported participants fell from 131 in the plan year 2023 filing to 121 in the plan year 2024 filing.
  • Bskb - 401(k) Profit Sharing Plan reported net income fell from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs Virginia filers

In Virginia, the average filing covers about 782 participants across 3,655 plans. Bskb - 401(k) Profit Sharing Plan reports 121 participants - about 15% of that state average ($68M EOY assets).

Virginia filing particulars

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$68M
Net Income$10M
Employer EIN541042409
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Birch, Stewart, Kolasch & Birch, LLP)

$40M$50M$60M$70M 202220232024 $48.1M $67.5M ▲ +40.4%
Total plan assets by year, all Birch, Stewart, Kolasch & Birch, LLP plans on file
Year Plans Participants Total Assets
2022 1 123 $48M
2023 1 131 $58M
2024 1 121 $68M

Nearby 401(k) Plans in Virginia

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

Bskb - 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Bskb - 401(k) Profit…, Total assets ($B): 0.067505382 · Participants: 121Bskb - 401(k) Profit…Northrop Grumman Sav…, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Sav…401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Cor…, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Cor…Capital One Financia…, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financia…Leidos, Inc. Retirem…, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirem…
Bskb - 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Bskb - 401(k) Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Bskb - 401(k) Profit Sharing Plan assets move in 2024?
Bskb - 401(k) Profit Sharing Plan grew sharply - up 16.6% during 2024, from $58M to $68M. Reported net income was $10M.
How have Birch, Stewart, Kolasch & Birch, LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Birch, Stewart, Kolasch & Birch, LLP's sponsor-wide assets grew 40.4%, from $48M to $68M.
Where does Bskb - 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
Bskb - 401(k) Profit Sharing Plan ranks in the 87th 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 Bskb - 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Clasen Quality Chocolate 401(k) Plan in WI ($67M, 564 participants).

Filing takeaways

Ways to act on Bskb - 401(k) Profit Sharing Plan's numbers.