401(k) · DOL Form 5500 · 2024

Braintree Group, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
369
Participants Below avg headcount
42nd
Percentile by assets National rank
$13,191
Avg per participant Low balance/head
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Official DOL plan name: The 401(k) Group Plan · Sponsored by Braintree Group, LLC · Idaho · Educational Services

$5M in assets, 369 participants

Braintree Group, LLC's The 401(k) Group Plan reported $5M in total assets and 369 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #966 in Educational Services (3,638 peers)

Braintree Group, LLC multi-year trail

Braintree Group, LLC's plans moved +41.8% in assets from 2022 to 2024; this filing shows The 401(k) Group Plan at $5M / 369 participants.

#966
in Educational Services (3,638 peers)
+23.3%
assets growth YoY

The 401(k) Group Plan's mid-pack asset rank among Educational Services and all filers

The 401(k) Group Plan vs every filed plan by assets

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

$4,867,375 42nd percentile higher than 42% 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

The 401(k) Group 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. The 401(k) Group Plan sits mid-pack in the medium band (369 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The 401(k) Group Plan reported net income rose from $515K in the plan year 2023 filing to $921K in the plan year 2024 filing.
  • The 401(k) Group Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • The 401(k) Group Plan reported participants fell from 389 in the plan year 2023 filing to 369 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 842613166 · Braintree Group, LLC PY 2024 · 401(k)

The 401(k) Group Plan · $5M · 369 · 42nd

  • PART $5M
  • PART 369
  • PART 42nd
  • PART 401(k)
  • PART near Children's Physicians Medical Group, Inc. Salary Savings Plan
  • PART ind #966

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 Educational Services retirement plans → · Plans in Idaho →

The 401(k) Group Plan in the asset neighbourhood

The 401(k) Group Plan$5MChildren's Physicians Medical Group, Inc. Salary Savings PlanChildren's Physicians Medica…$5MWholesale Building Products, LLC 401(k) Profit Sharing & TrustWholesale Building Products,…$5MHealthcare Cost Solutions Pension PlanHealthcare Cost Solutions Pe…$5MClinigen Clinical Supplies Management Inc. 401(k) Plan andClinigen Clinical Supplies M…$5M
End-of-year total assets ($M) among The 401(k) Group Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Braintree Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Braintree Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 41.77007579905909% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.43M $4.87M ▲ +42.0%
Year Plans Participants Total Assets
2022 1 333 $3M
2023 1 389 $4M
2024 1 369 $5M

Braintree Group, LLC filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$921K
Employer EIN842613166
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Idaho

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

The 401(k) Group Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants The 401(k) Group Plan, Total assets ($B): 0.004867375 · Participants: 369The 401(k) Group PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.744829372 · Participants: 8598Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.548581207 · Participants: 6632Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.560177552 · Participants: 9012Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.889896808 · Participants: 2119Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.740356793 · Participants: 3902Boise Cascade Company Savings Plan
The 401(k) Group Plan vs. nearby 401(k) plans in Idaho, assets vs. participants

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

Outside Idaho, the nearest 401(k) by assets is Children's Physicians Medical Group, Inc. Salary Savings Plan in CA ($5M); by covered participants it is U-Tec Construction, Inc. Retirement Plan in GA (369 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (369 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 The 401(k) Group Plan assets move in 2024?
The 401(k) Group Plan grew sharply - up 23.3% during 2024, from $4M to $5M. Reported net income was $921K.
How have Braintree Group, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Braintree Group, LLC's sponsor-wide assets grew 41.8%, from $3M to $5M.
Which 401(k) plans are similar in size to The 401(k) Group Plan?
Among 401(k) plans in other states, the closest by assets is Children's Physicians Medical Group, Inc. Salary Savings Plan in CA ($5M, 32 participants).
Which 401(k) plans cover a similar participant headcount to The 401(k) Group Plan?
Among 401(k) plans in other states, the closest by covered participants is U-Tec Construction, Inc. Retirement Plan in GA (369 participants, N/A in assets).