401(k) · DOL Form 5500 · 2024

Birch Tree Communities, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
340
Participants Below avg headcount
57th
Percentile by assets National rank
$30,528
Avg per participant Low balance/head
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Official DOL plan name: Birch Tree Communities, Inc. 401(k) Profit Sharing Plan · Sponsored by Birch Tree Communities, Inc. · Arkansas · Healthcare & Social Assistance

$10M in assets, 340 participants

Birch Tree Communities, Inc.'s Birch Tree Communities, Inc. 401(k) Profit Sharing Plan reported $10M in total assets and 340 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #10,481 in Healthcare & Social Assistance (16,916 peers)

Coverage in Arkansas

Birch Tree Communities, Inc. 401(k) Profit Sharing Plan covers 340 participants in Arkansas, about 12% of the average Arkansas filer (state average ~2,784 per filing). Assets: $10M.

#10,481
in Healthcare & Social Assistance (16,916 peers)
+16.8%
assets growth YoY

Birch Tree Communities, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Birch Tree Communities, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,379,631 Top 43% higher than 57% 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

Birch Tree Communities, Inc. 401(k) Profit Sharing 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. Birch Tree Communities, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (340 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Birch Tree Communities, Inc. 401(k) Profit Sharing Plan reported participants rose from 283 in the plan year 2023 filing to 340 in the plan year 2024 filing.
  • Birch Tree Communities, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Birch Tree Communities, Inc. 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 710680117 · Birch Tree Communities, Inc. PY 2024 · 401(k)

Birch Tree Communities, Inc. 401(k) Profit Sharing Plan · $10M · 340 · 57th

  • RANK $10M
  • RANK 340
  • RANK 57th
  • RANK 401(k)
  • RANK near Lumio Hx, Inc. 401(k) Retirement Plan
  • RANK ind #10481

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 Healthcare & Social Assistance retirement plans → · Plans in Arkansas →

Birch Tree Communities, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Birch Tree Communities, Inc. 401(k) Profit Sharing PlanBirch Tree Communities, Inc.…$10MLumio Hx, Inc. 401(k) Retirement PlanLumio Hx, Inc. 401(k) Retire…$10MPackaging Concepts Inc 401(k) Profit Sharing Plan & TrustPackaging Concepts Inc 401(k…$10MA1a 401(k) Plan$10MKalmar Solutions 401(k) Plan for Ibt Local 838 Union MembersKalmar Solutions 401(k) Plan…$10M
End-of-year total assets ($M) among Birch Tree Communities, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arkansas filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN710680117
Plan Effective Date2001-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Birch Tree Communities, Inc.)

Sponsor-wide plan assets over time

All Birch Tree Communities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 45.021174822255425% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.16M $10.4M ▲ +45.0%
Year Plans Participants Total Assets
2022 1 278 $7M
2023 1 283 $9M
2024 1 340 $10M

Nearby 401(k) Plans in Arkansas

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

Birch Tree Communities, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -200204060 Total assets ($B) Participants Birch Tree Communities, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.010379631 · Participants: 340Birch Tree Communities, Inc. 401(k) Profit Sharing PlanWalmart 401(k) Plan, Total assets ($B): 50.790179678 · Participants: 1635899Walmart 401(k) PlanTyson Foods, Inc. Retirement Savings Plan, Total assets ($B): 3.735357745 · Participants: 118403Tyson Foods, Inc. Retirement Savings PlanDillard's, Inc. Investment & Employee Stock Ownership Plan, Total assets ($B): 3.00399706 · Participants: 30070Dillard's, Inc. Investment & Employee Stock Ownership PlanJ.B. Hunt Transport Services, Inc. Employee Retirement Plan, Total assets ($B): 1.407976159 · Participants: 35023J.B. Hunt Transport Services, Inc. Employee Retirement PlanWindstream 401(k) Plan, Total assets ($B): 1.291584763 · Participants: 9409Windstream 401(k) Plan
Birch Tree Communities, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants
Compare Birch Tree Communities, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Birch Tree Communities, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arkansas, the nearest 401(k) by assets is Lumio Hx, Inc. 401(k) Retirement Plan in UT ($10M); 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.

Similar participant headcount

Nearest other-state filings by covered participants (340 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 Birch Tree Communities, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Birch Tree Communities, Inc. 401(k) Profit Sharing Plan grew sharply - up 16.8% during 2024, from $9M to $10M. Reported net income was $1M.
How have Birch Tree Communities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Birch Tree Communities, Inc.'s sponsor-wide assets grew 45.0%, from $7M to $10M.
Which 401(k) plans are similar in size to Birch Tree Communities, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lumio Hx, Inc. 401(k) Retirement Plan in UT ($10M, 634 participants).
Which 401(k) plans cover a similar participant headcount to Birch Tree Communities, Inc. 401(k) Profit Sharing 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 710680117.

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.