401(k) · DOL Form 5500 · 2024

Tom D. Branch, LLC 401(k) Plan

Data updated 2026-08-25

$906K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$452,760
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tom D. Branch, LLC, 401(k) Profit Sharing Plan · Sponsored by Tom D. Branch, LLC · Utah · Professional & Technical Services

$906K in assets, 2 participants

Tom D. Branch, LLC's Tom D. Branch, LLC, 401(k) Profit Sharing Plan reported $906K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,499 in Professional & Technical Services (20,173 peers)

Tom D. Branch, LLC multi-year trail

Tom D. Branch, LLC's plans moved -62.8% in assets from 2022 to 2024; this filing shows Tom D. Branch, LLC, 401(k) Profit Sharing Plan at $906K / 2 participants.

#3,499
in Professional & Technical Services (20,173 peers)
+11.1%
assets growth YoY

Tom D. Branch, LLC, 401(k) Profit Sharing Plan among the smaller filed plans by assets

Tom D. Branch, LLC, 401(k) Profit Sharing Plan vs every filed plan by assets

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

$905,519 22nd percentile higher than 22% 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

Tom D. Branch, LLC, 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tom D. Branch, LLC, 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tom D. Branch, LLC, 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2023 filing to $91K in the plan year 2024 filing.
  • Tom D. Branch, LLC, 401(k) Profit Sharing Plan end-of-year assets rose from $815K in the plan year 2023 filing to $906K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 870669002 · Tom D. Branch, LLC PY 2024 · 401(k)

Tom D. Branch, LLC, 401(k) Profit Sharing Plan · $906K · 2 · 22nd

  • SCH $906K
  • EBSA 2
  • PART 22nd
  • TYPE 401(k)
  • NET near Takigawa Corporation America 401(k) Plan
  • BOOK ind #3499

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 Utah →

Tom D. Branch, LLC, 401(k) Profit Sharing Plan in the asset neighbourhood

Tom D. Branch, LLC, 401(k) Profit Sharing PlanTom D. Branch, LLC, 401(k) P…$906KTakigawa Corporation America 401(k) PlanTakigawa Corporation America…$906KEdmonds Anesthesia Services, PLLC 401(k)Edmonds Anesthesia Services,…$906KAll Care Sweeping 401(k) Plan$906KAshwani Bhardwaj, M.D., Inc. Profit Sharing PlanAshwani Bhardwaj, M.D., Inc.…$906K
End-of-year total assets ($M) among Tom D. Branch, LLC, 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tom D. Branch, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Tom D. Branch, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$906K 62.844954077244765% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M$3M 202220232024 $2.44M $0.91M ▼ -62.7%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $815K
2024 1 2 $906K

Tom D. Branch, LLC filing trail (2024)

Total Assets (Beginning of Year)$815K
Net Assets (End of Year)$906K
Net Income$91K
Employer EIN870669002
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Tom D. Branch, LLC, 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Tom D. Branch, LLC, 401(k) Profit Sharing Plan, Total assets ($B): 0.000905519 · Participants: 2Tom D. Branch, LLC, 401(k) Profit Sharing PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Tom D. Branch, LLC, 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Tom D. Branch, LLC, 401(k) Profit Sharing Plan side-by-side with 3 peers →

Tom D. Branch, LLC, 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Takigawa Corporation America 401(k) Plan in KY ($906K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($906K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Tom D. Branch, LLC, 401(k) Profit Sharing Plan assets move in 2024? ▼
Tom D. Branch, LLC, 401(k) Profit Sharing Plan grew at a solid clip - up 11.1% during 2024, from $815K to $906K. Reported net income was $91K.
How have Tom D. Branch, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tom D. Branch, LLC's sponsor-wide assets declined 62.8%, from $2M to $906K.
Where does Tom D. Branch, LLC, 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Tom D. Branch, LLC, 401(k) Profit Sharing Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Tom D. Branch, LLC, 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Takigawa Corporation America 401(k) Plan in KY ($906K, 107 participants).
Which 401(k) plans cover a similar participant headcount to Tom D. Branch, LLC, 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 870669002.

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.