401(k) · DOL Form 5500 · 2024

Living Branches 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
489
Participants Below avg headcount
75th
Percentile by assets National rank
$54,130
Avg per participant Low balance/head
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Official DOL plan name: Living Branches Retirement Plan · Sponsored by Living Branches · Pennsylvania · Healthcare & Social Assistance

$26M in assets, 489 participants

Living Branches's Living Branches Retirement Plan reported $26M in total assets and 489 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,364 in Healthcare & Social Assistance (16,916 peers)

Where Living Branches Retirement Plan sits by assets

Living Branches Retirement Plan sits in the top quartile of all filed plans by assets, $26M for 489 participants (~$54,130/participant), up 4.7% in 2024.

#13,364
in Healthcare & Social Assistance (16,916 peers)
+4.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Living Branches Retirement Plan's outsized position by total assets

Living Branches Retirement Plan vs every filed plan by assets

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

$26,469,382 Top 25% higher than 75% 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

Living Branches Retirement 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. Living Branches Retirement Plan sits mid-pack in the medium band (489 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Living Branches Retirement Plan reported net income rose from $676K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Living Branches Retirement Plan reported participants rose from 467 in the plan year 2023 filing to 489 in the plan year 2024 filing.
  • Living Branches Retirement Plan end-of-year assets rose from $25M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 232125481 · Living Branches PY 2024 · 401(k)

Living Branches Retirement Plan · $26M · 489 · 75th

  • ASSETS $26M
  • PCT 489
  • EIN 75th
  • RANK 401(k)
  • PHOTO near Rev Renewables Ops, LLC 401(k) Plan
  • IND ind #13364

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 Pennsylvania →

Living Branches Retirement Plan in the asset neighbourhood

Living Branches Retirement PlanLiving Branches Retirement P…$26MRev Renewables Ops, LLC 401(k) PlanRev Renewables Ops, LLC 401(…$26MBoard of Trustees of the America's Family 401(k) Benefit Trust FundBoard of Trustees of the Ame…$26MThe Trustees of Reservations 401(k) Retirement PlanThe Trustees of Reservations…$26MGollust Management, Inc. 401(k)Gollust Management, Inc. 401…$26M
End-of-year total assets ($M) among Living Branches Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$26M
Net Income$1M
Employer EIN232125481
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Living Branches)

Sponsor-wide plan assets over time

All Living Branches plans reported in each filing year

Latest sponsor-wide plan assets
$26M 7.523209428661051% vs 2022
2024 filing year
$24M$25M$26M$27M 202220232024 $24.6M $26.5M ▲ +7.5%
Year Plans Participants Total Assets
2022 1 453 $25M
2023 1 467 $25M
2024 1 489 $26M

Nearby 401(k) Plans in Pennsylvania

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

Living Branches Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Living Branches Retirement Plan, Total assets ($B): 0.026469382 · Participants: 489Living Branches Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Living Branches Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Living Branches Retirement Plan side-by-side with 3 peers →

Living Branches Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Rev Renewables Ops, LLC 401(k) Plan in NY ($26M); by covered participants it is W. W. Wallwork, Inc. 401(k) Profit Sharing Plan in ND (489 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (489 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 Living Branches Retirement Plan assets move in 2024? ▼
Living Branches Retirement Plan edged up modestly - up 4.7% during 2024, from $25M to $26M. Reported net income was $1M.
How have Living Branches plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Living Branches's sponsor-wide assets grew 7.5%, from $25M to $26M.
Where does Living Branches Retirement Plan rank by assets among Form 5500 filers? ▼
Living Branches Retirement Plan ranks in the 75th 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 Living Branches Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rev Renewables Ops, LLC 401(k) Plan in NY ($26M, 130 participants).
Which 401(k) plans cover a similar participant headcount to Living Branches Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is W. W. Wallwork, Inc. 401(k) Profit Sharing Plan in ND (489 participants, $51M 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 232125481.

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.