401(k) · DOL Form 5500 · 2024

Living Branches 401(k) Plan

Data updated 2026-08-11

$26M
Total assets
489
Participants
75th
Percentile by assets
$54,130
Avg per participant
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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.

  • 75th percentile by assets (of 123,622 plans)
  • #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.

$26M
total plan assets (2024 EOY)
489
covered participants
75th
percentile by assets (of 123,622 plans)
$54,130
avg assets per participant

Where Living Branches Retirement Plan sits 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 $2,010,000,000 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

  • 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 →

State
Pennsylvania
Industry
Healthcare & Social Assistance

Living Branches Retirement Plan vs the 2024 asset distribution

By assets, Living Branches Retirement Plan outranks 75% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

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)

$24M$25M$26M$27M 202220232024 $24.6M $26.5M ▲ +7.5%
Total plan assets by year, all Living Branches plans on file
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 ($B) Participants Living Branches Reti…, Total assets ($B): 0.026469382 · Participants: 489Living Branches Reti…Comcast Corporation …, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation …The Cigna Group 401(…, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(…The Vanguard Retirem…, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirem…Thermo Fisher Scient…, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scient…The PNC Financial Se…, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Se…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Living Branches Retirement Plan by total assets, not by location.

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).

Next read for Living Branches Retirement Plan

Scale reading

Ways to act on Living Branches Retirement Plan's numbers.

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.