Herbert G Birch Services Inc.
Plan context: Herbert G. Birch Retirement Plan
EIN 11-2503193 • 64 filings • 12 plans
Current Snapshot
Latest Year
2024
2024 Participants
721
2024 Assets
$38,607,096
2024 Contributions
$2,848,973
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 721 | $0 | $0 | - |
| Birch Family Services Health & Welfare Benefits Plan | - | 721 | - | - | - |
| 2023 | 4 | 808 | $38,607,096 | $2,848,973 | $3,526iApproximate average salary by contribution assumption: employee only about $88,149 at 4% or $58,766 at 6%; with 50% employer match about $58,766 at 4% or $39,177 at 6%; with 100% employer match about $44,074 at 4% or $29,383 at 6%. |
| Herbert G. Birch Retirement Plan | - | 808 | $24,106,068 | $701,449 | $868iApproximate average salary by contribution assumption: employee only about $21,703 at 4% or $14,469 at 6%; with 50% employer match about $14,469 at 4% or $9,646 at 6%; with 100% employer match about $10,852 at 4% or $7,234 at 6%. |
| Birch Family Services 403(B) Retirement Savings Plan | - | 808 | $14,501,028 | $2,147,524 | $2,658iApproximate average salary by contribution assumption: employee only about $66,446 at 4% or $44,297 at 6%; with 50% employer match about $44,297 at 4% or $29,531 at 6%; with 100% employer match about $33,223 at 4% or $22,149 at 6%. |
| Birch Family Services | - | 0 | - | - | - |
| Birch Family Services Flexible Spending Account | - | 0 | - | - | - |
| 2022 | 4 | 810 | $33,671,092 | $2,822,892 | $3,485iApproximate average salary by contribution assumption: employee only about $87,126 at 4% or $58,084 at 6%; with 50% employer match about $58,084 at 4% or $38,723 at 6%; with 100% employer match about $43,563 at 4% or $29,042 at 6%. |
| Herbert G. Birch Retirement Plan | - | 810 | $21,971,924 | $1,006,444 | $1,243iApproximate average salary by contribution assumption: employee only about $31,063 at 4% or $20,709 at 6%; with 50% employer match about $20,709 at 4% or $13,806 at 6%; with 100% employer match about $15,532 at 4% or $10,354 at 6%. |
| Birch Family Services 403(B) Retirement Savings Plan | - | 810 | $11,699,168 | $1,816,448 | $2,243iApproximate average salary by contribution assumption: employee only about $56,063 at 4% or $37,375 at 6%; with 50% employer match about $37,375 at 4% or $24,917 at 6%; with 100% employer match about $28,032 at 4% or $18,688 at 6%. |
| Birch Family Services | - | 785 | - | - | - |
| Birch Family Services Flexible Spending Account | - | 116 | - | - | - |
| 2021 | 4 | 799 | $30,243,248 | $2,657,981 | $3,327iApproximate average salary by contribution assumption: employee only about $83,166 at 4% or $55,444 at 6%; with 50% employer match about $55,444 at 4% or $36,963 at 6%; with 100% employer match about $41,583 at 4% or $27,722 at 6%. |
| Herbert G. Birch Retirement Plan | - | 799 | $20,372,866 | $1,061,153 | $1,328iApproximate average salary by contribution assumption: employee only about $33,203 at 4% or $22,135 at 6%; with 50% employer match about $22,135 at 4% or $14,757 at 6%; with 100% employer match about $16,601 at 4% or $11,068 at 6%. |
| Birch Family Services 403(B) Retirement Savings Plan | - | 799 | $9,870,382 | $1,596,828 | $1,999iApproximate average salary by contribution assumption: employee only about $49,963 at 4% or $33,309 at 6%; with 50% employer match about $33,309 at 4% or $22,206 at 6%; with 100% employer match about $24,982 at 4% or $16,654 at 6%. |
| Birch Family Services Flexible Spending Account | - | 362 | - | - | - |
| Birch Family Services | - | 644 | - | - | - |
| 2020 | 4 | 804 | $35,684,550 | $2,628,496 | $3,269iApproximate average salary by contribution assumption: employee only about $81,732 at 4% or $54,488 at 6%; with 50% employer match about $54,488 at 4% or $36,325 at 6%; with 100% employer match about $40,866 at 4% or $27,244 at 6%. |
| Herbert G. Birch Retirement Plan | - | 804 | $24,812,944 | $1,110,584 | $1,381iApproximate average salary by contribution assumption: employee only about $34,533 at 4% or $23,022 at 6%; with 50% employer match about $23,022 at 4% or $15,348 at 6%; with 100% employer match about $17,267 at 4% or $11,511 at 6%. |
| Birch Family Services 403(B) Retirement Savings Plan | - | 804 | $10,871,606 | $1,517,912 | $1,888iApproximate average salary by contribution assumption: employee only about $47,199 at 4% or $31,466 at 6%; with 50% employer match about $31,466 at 4% or $20,977 at 6%; with 100% employer match about $23,599 at 4% or $15,733 at 6%. |
| Birch Family Services Flexible Spending Account | - | 206 | - | - | - |
| Birch Family Services | - | 701 | - | - | - |
| 2019 | 4 | 890 | $27,726,285 | $2,667,768 | $2,997iApproximate average salary by contribution assumption: employee only about $74,937 at 4% or $49,958 at 6%; with 50% employer match about $49,958 at 4% or $33,305 at 6%; with 100% employer match about $37,469 at 4% or $24,979 at 6%. |
| Herbert G. Birch Retirement Plan | - | 868 | $20,106,493 | $1,359,661 | $1,566iApproximate average salary by contribution assumption: employee only about $39,161 at 4% or $26,107 at 6%; with 50% employer match about $26,107 at 4% or $17,405 at 6%; with 100% employer match about $19,580 at 4% or $13,054 at 6%. |
| Birch Family Services 403(B) Retirement Savings Plan | - | 890 | $7,619,792 | $1,308,107 | $1,470iApproximate average salary by contribution assumption: employee only about $36,745 at 4% or $24,496 at 6%; with 50% employer match about $24,496 at 4% or $16,331 at 6%; with 100% employer match about $18,372 at 4% or $12,248 at 6%. |
| Birch Family Services Flexible Spending Account | - | 172 | - | - | - |
| Birch Family Services | - | 630 | - | - | - |
| 2018 | 4 | 958 | $25,516,655 | $2,350,171 | $2,453iApproximate average salary by contribution assumption: employee only about $61,330 at 4% or $40,887 at 6%; with 50% employer match about $40,887 at 4% or $27,258 at 6%; with 100% employer match about $30,665 at 4% or $20,443 at 6%. |
| Herbert G. Birch Retirement Plan | - | 917 | $18,508,327 | $1,129,610 | $1,232iApproximate average salary by contribution assumption: employee only about $30,796 at 4% or $20,531 at 6%; with 50% employer match about $20,531 at 4% or $13,687 at 6%; with 100% employer match about $15,398 at 4% or $10,265 at 6%. |
| Birch Family Services 403(B) Retirement Savings Plan | - | 917 | $7,008,328 | $1,220,561 | $1,331iApproximate average salary by contribution assumption: employee only about $33,276 at 4% or $22,184 at 6%; with 50% employer match about $22,184 at 4% or $14,789 at 6%; with 100% employer match about $16,638 at 4% or $11,092 at 6%. |
| Birch Family Services Flexible Spending Account | - | 178 | - | - | - |
| Birch Family Services | - | 958 | - | - | - |
| 2017 | 4 | 1,154 | $24,500,091 | $2,069,731 | $1,794iApproximate average salary by contribution assumption: employee only about $44,838 at 4% or $29,892 at 6%; with 50% employer match about $29,892 at 4% or $19,928 at 6%; with 100% employer match about $22,419 at 4% or $14,946 at 6%. |
| Herbert G. Birch Retirement Plan | - | 794 | $18,333,926 | $1,129,634 | $1,423iApproximate average salary by contribution assumption: employee only about $35,568 at 4% or $23,712 at 6%; with 50% employer match about $23,712 at 4% or $15,808 at 6%; with 100% employer match about $17,784 at 4% or $11,856 at 6%. |
| Birch Family Services 403(B) Retirement Savings Plan | - | 1,154 | $6,166,165 | $940,097 | $815iApproximate average salary by contribution assumption: employee only about $20,366 at 4% or $13,577 at 6%; with 50% employer match about $13,577 at 4% or $9,052 at 6%; with 100% employer match about $10,183 at 4% or $6,789 at 6%. |
| Birch Family Services Flexible Spending Account | - | 149 | - | - | - |
| Birch Family Services | - | 797 | - | - | - |
| 2016 | 4 | 880 | $21,285,828 | $1,725,765 | $1,961iApproximate average salary by contribution assumption: employee only about $49,027 at 4% or $32,685 at 6%; with 50% employer match about $32,685 at 4% or $21,790 at 6%; with 100% employer match about $24,514 at 4% or $16,342 at 6%. |
| Herbert G. Birch Retirement Plan | - | 703 | $16,349,824 | $1,103,911 | $1,570iApproximate average salary by contribution assumption: employee only about $39,257 at 4% or $26,171 at 6%; with 50% employer match about $26,171 at 4% or $17,448 at 6%; with 100% employer match about $19,629 at 4% or $13,086 at 6%. |
| Birch Family Services 403(B) Retirement Savings Plan | - | 880 | $4,936,004 | $621,854 | $707iApproximate average salary by contribution assumption: employee only about $17,666 at 4% or $11,778 at 6%; with 50% employer match about $11,778 at 4% or $7,852 at 6%; with 100% employer match about $8,833 at 4% or $5,889 at 6%. |
| Birch Family Services Flexible Spending Account | - | 132 | - | - | - |
| Birch Family Services | - | 508 | - | - | - |
| 2015 | 4 | 887 | $19,158,583 | $2,252,159 | $2,539iApproximate average salary by contribution assumption: employee only about $63,477 at 4% or $42,318 at 6%; with 50% employer match about $42,318 at 4% or $28,212 at 6%; with 100% employer match about $31,738 at 4% or $21,159 at 6%. |
| Herbert G. Birch Retirement Plan | - | 720 | $14,966,791 | $1,661,119 | $2,307iApproximate average salary by contribution assumption: employee only about $57,678 at 4% or $38,452 at 6%; with 50% employer match about $38,452 at 4% or $25,635 at 6%; with 100% employer match about $28,839 at 4% or $19,226 at 6%. |
| Birch Family Services 403(B) Retirement Savings Plan | - | 887 | $4,191,792 | $591,040 | $666iApproximate average salary by contribution assumption: employee only about $16,658 at 4% or $11,106 at 6%; with 50% employer match about $11,106 at 4% or $7,404 at 6%; with 100% employer match about $8,329 at 4% or $5,553 at 6%. |
| Birch Family Services Flexible Spending Account | - | 119 | - | - | - |
| BIRCH FAMILY SERVICES | - | 0 | - | - | - |
| 2014 | 4 | 827 | $18,896,373 | $1,316,878 | $1,592iApproximate average salary by contribution assumption: employee only about $39,809 at 4% or $26,539 at 6%; with 50% employer match about $26,539 at 4% or $17,693 at 6%; with 100% employer match about $19,904 at 4% or $13,270 at 6%. |
| Herbert G. Birch Retirement Plan | - | 761 | $14,640,945 | $654,646 | $860iApproximate average salary by contribution assumption: employee only about $21,506 at 4% or $14,337 at 6%; with 50% employer match about $14,337 at 4% or $9,558 at 6%; with 100% employer match about $10,753 at 4% or $7,169 at 6%. |
| Birch Family Services 403(B) Retirement Savings Plan | - | 827 | $4,255,428 | $662,232 | $801iApproximate average salary by contribution assumption: employee only about $20,019 at 4% or $13,346 at 6%; with 50% employer match about $13,346 at 4% or $8,897 at 6%; with 100% employer match about $10,010 at 4% or $6,673 at 6%. |
| Birch Family Services Flexible Spending Account | - | 110 | - | - | - |
| BIRCH FAMILY SERVICES | - | 675 | - | - | - |
| 2013 | 5 | 976 | $19,319,164 | $1,702,932 | $1,745iApproximate average salary by contribution assumption: employee only about $43,620 at 4% or $29,080 at 6%; with 50% employer match about $29,080 at 4% or $19,387 at 6%; with 100% employer match about $21,810 at 4% or $14,540 at 6%. |
| Herbert G. Birch Retirement Plan | - | 825 | $15,212,681 | $1,039,486 | $1,260iApproximate average salary by contribution assumption: employee only about $31,500 at 4% or $21,000 at 6%; with 50% employer match about $21,000 at 4% or $14,000 at 6%; with 100% employer match about $15,750 at 4% or $10,500 at 6%. |
| Birch Family Services 403(B) Retirement Savings Plan | - | 976 | $4,106,483 | $663,446 | $680iApproximate average salary by contribution assumption: employee only about $16,994 at 4% or $11,329 at 6%; with 50% employer match about $11,329 at 4% or $7,553 at 6%; with 100% employer match about $8,497 at 4% or $5,665 at 6%. |
| BIRCH FAMILY SERVICES HRA PLAN | - | 181 | - | - | - |
| Birch Family Services Flexible Spending Account | - | 101 | - | - | - |
| BIRCH FAMILY SERVICES | - | 641 | - | - | - |
| 2012 | 3 | 920 | $16,220,786 | $1,652,130 | $1,796iApproximate average salary by contribution assumption: employee only about $44,895 at 4% or $29,930 at 6%; with 50% employer match about $29,930 at 4% or $19,953 at 6%; with 100% employer match about $22,447 at 4% or $14,965 at 6%. |
| Herbert G. Birch Retirement Plan | - | 721 | $13,394,497 | $1,041,462 | $1,444iApproximate average salary by contribution assumption: employee only about $36,112 at 4% or $24,074 at 6%; with 50% employer match about $24,074 at 4% or $16,050 at 6%; with 100% employer match about $18,056 at 4% or $12,037 at 6%. |
| Birch Family Services 403(B) Retirement Savings Plan | - | 920 | $2,826,289 | $610,668 | $664iApproximate average salary by contribution assumption: employee only about $16,594 at 4% or $11,063 at 6%; with 50% employer match about $11,063 at 4% or $7,375 at 6%; with 100% employer match about $8,297 at 4% or $5,531 at 6%. |
| BIRCH FAMILY SERVICES HRA PLAN | - | 186 | - | - | - |
| 2011 | 2 | 899 | $14,282,582 | $1,649,915 | $1,835iApproximate average salary by contribution assumption: employee only about $45,882 at 4% or $30,588 at 6%; with 50% employer match about $30,588 at 4% or $20,392 at 6%; with 100% employer match about $22,941 at 4% or $15,294 at 6%. |
| Herbert G. Birch Retirement Plan | - | 652 | $12,003,618 | $1,025,387 | $1,573iApproximate average salary by contribution assumption: employee only about $39,317 at 4% or $26,211 at 6%; with 50% employer match about $26,211 at 4% or $17,474 at 6%; with 100% employer match about $19,658 at 4% or $13,106 at 6%. |
| Birch Family Services 403(B) Retirement Savings Plan | - | 899 | $2,278,964 | $624,528 | $695iApproximate average salary by contribution assumption: employee only about $17,367 at 4% or $11,578 at 6%; with 50% employer match about $11,578 at 4% or $7,719 at 6%; with 100% employer match about $8,684 at 4% or $5,789 at 6%. |
| 2010 | 2 | 835 | $13,576,812 | $2,618,584 | $3,136iApproximate average salary by contribution assumption: employee only about $78,401 at 4% or $52,267 at 6%; with 50% employer match about $52,267 at 4% or $34,845 at 6%; with 100% employer match about $39,200 at 4% or $26,134 at 6%. |
| Herbert G. Birch Retirement Plan | - | 574 | $11,829,565 | $1,000,076 | $1,742iApproximate average salary by contribution assumption: employee only about $43,557 at 4% or $29,038 at 6%; with 50% employer match about $29,038 at 4% or $19,359 at 6%; with 100% employer match about $21,779 at 4% or $14,519 at 6%. |
| Birch Family Services 403(B) Retirement Savings Plan | - | 835 | $1,747,247 | $1,618,508 | $1,938iApproximate average salary by contribution assumption: employee only about $48,458 at 4% or $32,306 at 6%; with 50% employer match about $32,306 at 4% or $21,537 at 6%; with 100% employer match about $24,229 at 4% or $16,153 at 6%. |
| 2009 | 1 | 537 | $9,852,141 | $1,162,478 | $2,165iApproximate average salary by contribution assumption: employee only about $54,119 at 4% or $36,079 at 6%; with 50% employer match about $36,079 at 4% or $24,053 at 6%; with 100% employer match about $27,060 at 4% or $18,040 at 6%. |
| Herbert G. Birch Retirement Plan | - | 537 | $9,852,141 | $1,162,478 | $2,165iApproximate average salary by contribution assumption: employee only about $54,119 at 4% or $36,079 at 6%; with 50% employer match about $36,079 at 4% or $24,053 at 6%; with 100% employer match about $27,060 at 4% or $18,040 at 6%. |
| 2008 | 1 | 596 | $8,378,240 | $1,035,109 | $1,737iApproximate average salary by contribution assumption: employee only about $43,419 at 4% or $28,946 at 6%; with 50% employer match about $28,946 at 4% or $19,297 at 6%; with 100% employer match about $21,710 at 4% or $14,473 at 6%. |
| Herbert G. Birch Retirement Plan | - | 596 | $8,378,240 | $1,035,109 | $1,737iApproximate average salary by contribution assumption: employee only about $43,419 at 4% or $28,946 at 6%; with 50% employer match about $28,946 at 4% or $19,297 at 6%; with 100% employer match about $21,710 at 4% or $14,473 at 6%. |
| 2007 | 1 | 607 | $8,546,747 | $1,056,629 | $1,741iApproximate average salary by contribution assumption: employee only about $43,518 at 4% or $29,012 at 6%; with 50% employer match about $29,012 at 4% or $19,342 at 6%; with 100% employer match about $21,759 at 4% or $14,506 at 6%. |
| Herbert G. Birch Retirement Plan | - | 607 | $8,546,747 | $1,056,629 | $1,741iApproximate average salary by contribution assumption: employee only about $43,518 at 4% or $29,012 at 6%; with 50% employer match about $29,012 at 4% or $19,342 at 6%; with 100% employer match about $21,759 at 4% or $14,506 at 6%. |
| 2006 | 1 | 530 | $8,411,645 | $797,475 | $1,505iApproximate average salary by contribution assumption: employee only about $37,617 at 4% or $25,078 at 6%; with 50% employer match about $25,078 at 4% or $16,719 at 6%; with 100% employer match about $18,808 at 4% or $12,539 at 6%. |
| Herbert G. Birch Retirement Plan | - | 530 | $8,411,645 | $797,475 | $1,505iApproximate average salary by contribution assumption: employee only about $37,617 at 4% or $25,078 at 6%; with 50% employer match about $25,078 at 4% or $16,719 at 6%; with 100% employer match about $18,808 at 4% or $12,539 at 6%. |
| 2005 | 1 | 603 | $7,232,304 | $831,134 | $1,378iApproximate average salary by contribution assumption: employee only about $34,458 at 4% or $22,972 at 6%; with 50% employer match about $22,972 at 4% or $15,315 at 6%; with 100% employer match about $17,229 at 4% or $11,486 at 6%. |
| Herbert G. Birch Retirement Plan | - | 603 | $7,232,304 | $831,134 | $1,378iApproximate average salary by contribution assumption: employee only about $34,458 at 4% or $22,972 at 6%; with 50% employer match about $22,972 at 4% or $15,315 at 6%; with 100% employer match about $17,229 at 4% or $11,486 at 6%. |
| 2004 | 1 | 602 | $6,418,054 | $789,807 | $1,312iApproximate average salary by contribution assumption: employee only about $32,799 at 4% or $21,866 at 6%; with 50% employer match about $21,866 at 4% or $14,577 at 6%; with 100% employer match about $16,400 at 4% or $10,933 at 6%. |
| Herbert G. Birch Retirement Plan | - | 602 | $6,418,054 | $789,807 | $1,312iApproximate average salary by contribution assumption: employee only about $32,799 at 4% or $21,866 at 6%; with 50% employer match about $21,866 at 4% or $14,577 at 6%; with 100% employer match about $16,400 at 4% or $10,933 at 6%. |
| 2003 | 1 | 585 | $6,248,066 | $795,924 | $1,361iApproximate average salary by contribution assumption: employee only about $34,014 at 4% or $22,676 at 6%; with 50% employer match about $22,676 at 4% or $15,117 at 6%; with 100% employer match about $17,007 at 4% or $11,338 at 6%. |
| Herbert G. Birch Retirement Plan | - | 585 | $6,248,066 | $795,924 | $1,361iApproximate average salary by contribution assumption: employee only about $34,014 at 4% or $22,676 at 6%; with 50% employer match about $22,676 at 4% or $15,117 at 6%; with 100% employer match about $17,007 at 4% or $11,338 at 6%. |
| 2002 | 1 | 550 | $5,024,936 | $640,520 | $1,165iApproximate average salary by contribution assumption: employee only about $29,115 at 4% or $19,410 at 6%; with 50% employer match about $19,410 at 4% or $12,940 at 6%; with 100% employer match about $14,557 at 4% or $9,705 at 6%. |
| Herbert G. Birch Retirement Plan | - | 550 | $5,024,936 | $640,520 | $1,165iApproximate average salary by contribution assumption: employee only about $29,115 at 4% or $19,410 at 6%; with 50% employer match about $19,410 at 4% or $12,940 at 6%; with 100% employer match about $14,557 at 4% or $9,705 at 6%. |
| 2001 | 1 | 543 | $4,869,587 | $600,816 | $1,106iApproximate average salary by contribution assumption: employee only about $27,662 at 4% or $18,441 at 6%; with 50% employer match about $18,441 at 4% or $12,294 at 6%; with 100% employer match about $13,831 at 4% or $9,221 at 6%. |
| Herbert G. Birch Retirement Plan | - | 543 | $4,869,587 | $600,816 | $1,106iApproximate average salary by contribution assumption: employee only about $27,662 at 4% or $18,441 at 6%; with 50% employer match about $18,441 at 4% or $12,294 at 6%; with 100% employer match about $13,831 at 4% or $9,221 at 6%. |
| 2000 | 1 | 555 | $0 | $0 | - |
| HERBERT G. BIRCH RETIREMENT PLAN | - | 555 | - | - | - |
| 1999 | 1 | 503 | $4,940,566 | $564,574 | $1,122iApproximate average salary by contribution assumption: employee only about $28,060 at 4% or $18,707 at 6%; with 50% employer match about $18,707 at 4% or $12,471 at 6%; with 100% employer match about $14,030 at 4% or $9,353 at 6%. |
| Herbert G. Birch Retirement Plan | - | 503 | $4,940,566 | $564,574 | $1,122iApproximate average salary by contribution assumption: employee only about $28,060 at 4% or $18,707 at 6%; with 50% employer match about $18,707 at 4% or $12,471 at 6%; with 100% employer match about $14,030 at 4% or $9,353 at 6%. |