Civic Intelligence

The Branch Group Inc

Plan context: The Branch Group Inc. and Affiliates Employee Stock Ownership and Savings Plan

EIN 54-6047677 • Roanoke, VA • 85 filings • 37 plans

3635 Peters Creek RoadRoanoke, VA 24019
Current Snapshot

Latest Year

2024

2024 Participants

1,318

2024 Assets

$126,432,270

2024 Contributions

$17,793,352

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$126,432,270$63,216,135$0199920132024YearValue
$126,432,270Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1,3186590199920122024YearValue
1,318Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202421,318$126,432,270$17,793,352$13,500iApproximate average salary by contribution assumption: employee only about $337,507 at 4% or $225,004 at 6%; with 50% employer match about $225,004 at 4% or $150,003 at 6%; with 100% employer match about $168,753 at 4% or $112,502 at 6%.
The Branch Group Inc. and Affiliates Employee Stock Ownership and Savings Plan-1,318$126,432,270$17,793,352$13,500iApproximate average salary by contribution assumption: employee only about $337,507 at 4% or $225,004 at 6%; with 50% employer match about $225,004 at 4% or $150,003 at 6%; with 100% employer match about $168,753 at 4% or $112,502 at 6%.
The Branch Group Inc., Health Care Plan-823---
202331,205$104,749,380$13,215,727$10,967iApproximate average salary by contribution assumption: employee only about $274,185 at 4% or $182,790 at 6%; with 50% employer match about $182,790 at 4% or $121,860 at 6%; with 100% employer match about $137,093 at 4% or $91,395 at 6%.
The Branch Group Inc. and Affiliates Employee Stock Ownership and Savings Plan-1,179$104,749,380$13,215,727$11,209iApproximate average salary by contribution assumption: employee only about $280,232 at 4% or $186,821 at 6%; with 50% employer match about $186,821 at 4% or $124,547 at 6%; with 100% employer match about $140,116 at 4% or $93,411 at 6%.
Branch Group Inc. Life Insurance Plan-1,205---
The Branch Group Inc., Health Care Plan-746---
202231,098$87,555,977$9,257,059$8,431iApproximate average salary by contribution assumption: employee only about $210,771 at 4% or $140,514 at 6%; with 50% employer match about $140,514 at 4% or $93,676 at 6%; with 100% employer match about $105,385 at 4% or $70,257 at 6%.
The Branch Group Inc. and Affiliates Employee Stock Ownership and Savings Plan-978$87,555,977$9,257,059$9,465iApproximate average salary by contribution assumption: employee only about $236,632 at 4% or $157,755 at 6%; with 50% employer match about $157,755 at 4% or $105,170 at 6%; with 100% employer match about $118,316 at 4% or $78,877 at 6%.
The Branch Group Inc., Health Care Plan-660---
Branch Group Inc. Life Insurance Plan-1,098---
20213875$91,719,158$11,515,111$13,160iApproximate average salary by contribution assumption: employee only about $329,003 at 4% or $219,335 at 6%; with 50% employer match about $219,335 at 4% or $146,224 at 6%; with 100% employer match about $164,502 at 4% or $109,668 at 6%.
The Branch Group Inc. and Affiliates Employee Stock Ownership and Savings Plan-791$91,719,158$11,515,111$14,558iApproximate average salary by contribution assumption: employee only about $363,942 at 4% or $242,628 at 6%; with 50% employer match about $242,628 at 4% or $161,752 at 6%; with 100% employer match about $181,971 at 4% or $121,314 at 6%.
The Branch Group Inc., Health Care Plan-646---
Branch Group Inc. Life Insurance Plan-875---
20203853$82,233,850$7,612,595$8,924iApproximate average salary by contribution assumption: employee only about $223,112 at 4% or $148,742 at 6%; with 50% employer match about $148,742 at 4% or $99,161 at 6%; with 100% employer match about $111,556 at 4% or $74,371 at 6%.
The Branch Group Inc. and Affiliates Employee Stock Ownership and Savings Plan-826$82,233,850$7,612,595$9,216iApproximate average salary by contribution assumption: employee only about $230,405 at 4% or $153,604 at 6%; with 50% employer match about $153,604 at 4% or $102,402 at 6%; with 100% employer match about $115,203 at 4% or $76,802 at 6%.
The Branch Group Inc., Health Care Plan-615---
Branch Group Inc. Life Insurance Plan-853---
20193912$88,352,236$6,825,533$7,484iApproximate average salary by contribution assumption: employee only about $187,103 at 4% or $124,736 at 6%; with 50% employer match about $124,736 at 4% or $83,157 at 6%; with 100% employer match about $93,552 at 4% or $62,368 at 6%.
The Branch Group Inc. and Affiliates Employee Stock Ownership and Savings Plan-912$88,352,236$6,825,533$7,484iApproximate average salary by contribution assumption: employee only about $187,103 at 4% or $124,736 at 6%; with 50% employer match about $124,736 at 4% or $83,157 at 6%; with 100% employer match about $93,552 at 4% or $62,368 at 6%.
The Branch Group Inc., Health Care Plan-631---
Branch Group Inc. Life Insurance Plan-821---
20183900$87,830,187$8,106,138$9,007iApproximate average salary by contribution assumption: employee only about $225,171 at 4% or $150,114 at 6%; with 50% employer match about $150,114 at 4% or $100,076 at 6%; with 100% employer match about $112,585 at 4% or $75,057 at 6%.
The Branch Group Inc. and Affiliates Employee Stock Ownership and Savings Plan-603$87,830,187$8,106,138$13,443iApproximate average salary by contribution assumption: employee only about $336,075 at 4% or $224,050 at 6%; with 50% employer match about $224,050 at 4% or $149,367 at 6%; with 100% employer match about $168,038 at 4% or $112,025 at 6%.
The Branch Group Inc., Health Care Plan-608---
Branch Group Inc. Life Insurance Plan-900---
20173641$93,070,941$4,545,026$7,091iApproximate average salary by contribution assumption: employee only about $177,263 at 4% or $118,175 at 6%; with 50% employer match about $118,175 at 4% or $78,784 at 6%; with 100% employer match about $88,632 at 4% or $59,088 at 6%.
The Branch Group Inc. and Affiliates Employee Stock Ownership and Savings Plan-641$93,070,941$4,545,026$7,091iApproximate average salary by contribution assumption: employee only about $177,263 at 4% or $118,175 at 6%; with 50% employer match about $118,175 at 4% or $78,784 at 6%; with 100% employer match about $88,632 at 4% or $59,088 at 6%.
The Branch Group Inc., Health Care Plan-580---
Branch Group Inc. Life Insurance Plan-549---
20162689$87,027,966$3,901,811$5,663iApproximate average salary by contribution assumption: employee only about $141,575 at 4% or $94,383 at 6%; with 50% employer match about $94,383 at 4% or $62,922 at 6%; with 100% employer match about $70,788 at 4% or $47,192 at 6%.
The Branch Group Inc. and Affiliates Employee Stock Ownership and Savings Plan-689$87,027,966$3,901,811$5,663iApproximate average salary by contribution assumption: employee only about $141,575 at 4% or $94,383 at 6%; with 50% employer match about $94,383 at 4% or $62,922 at 6%; with 100% employer match about $70,788 at 4% or $47,192 at 6%.
The Branch Group Inc., Health Care Plan-584---
20153662$92,923,025$2,483,196$3,751iApproximate average salary by contribution assumption: employee only about $93,776 at 4% or $62,518 at 6%; with 50% employer match about $62,518 at 4% or $41,678 at 6%; with 100% employer match about $46,888 at 4% or $31,259 at 6%.
The Branch Group Inc. and Affiliates Employee Stock Ownership and Savings Plan-662$92,923,025$2,483,196$3,751iApproximate average salary by contribution assumption: employee only about $93,776 at 4% or $62,518 at 6%; with 50% employer match about $62,518 at 4% or $41,678 at 6%; with 100% employer match about $46,888 at 4% or $31,259 at 6%.
The Branch Group Inc., Health Care Plan-603---
Branch Group Inc. Life Insurance Plan-593---
20143624$107,645,381$5,212,657$8,354iApproximate average salary by contribution assumption: employee only about $208,840 at 4% or $139,227 at 6%; with 50% employer match about $139,227 at 4% or $92,818 at 6%; with 100% employer match about $104,420 at 4% or $69,613 at 6%.
The Branch Group Inc. and Affiliates Employee Stock Ownership and Savings Plan-624$107,645,381$5,212,657$8,354iApproximate average salary by contribution assumption: employee only about $208,840 at 4% or $139,227 at 6%; with 50% employer match about $139,227 at 4% or $92,818 at 6%; with 100% employer match about $104,420 at 4% or $69,613 at 6%.
The Branch Group Inc., Health Care Plan-624---
Branch Group Inc. Life Insurance Plan-532---
20133572$108,260,978$4,567,500$7,985iApproximate average salary by contribution assumption: employee only about $199,628 at 4% or $133,086 at 6%; with 50% employer match about $133,086 at 4% or $88,724 at 6%; with 100% employer match about $99,814 at 4% or $66,543 at 6%.
The Branch Group Inc. and Affiliates Employee Stock Ownership and Savings Plan-572$108,260,978$4,567,500$7,985iApproximate average salary by contribution assumption: employee only about $199,628 at 4% or $133,086 at 6%; with 50% employer match about $133,086 at 4% or $88,724 at 6%; with 100% employer match about $99,814 at 4% or $66,543 at 6%.
The Branch Group Inc., Health Care Plan-496---
Branch Group Inc. Life Insurance Plan-552---
20122551$111,228,531$8,162,493$14,814iApproximate average salary by contribution assumption: employee only about $370,349 at 4% or $246,899 at 6%; with 50% employer match about $246,899 at 4% or $164,600 at 6%; with 100% employer match about $185,175 at 4% or $123,450 at 6%.
The Branch Group Inc. and Affiliates Employee Stock Ownership and Savings Plan-551$111,228,531$8,162,493$14,814iApproximate average salary by contribution assumption: employee only about $370,349 at 4% or $246,899 at 6%; with 50% employer match about $246,899 at 4% or $164,600 at 6%; with 100% employer match about $185,175 at 4% or $123,450 at 6%.
The Branch Group Inc., Health Care Plan-403---
20113511$109,895,960$6,757,606$13,224iApproximate average salary by contribution assumption: employee only about $330,607 at 4% or $220,405 at 6%; with 50% employer match about $220,405 at 4% or $146,936 at 6%; with 100% employer match about $165,303 at 4% or $110,202 at 6%.
The Branch Group Inc. and Affiliates Employee Stock Ownership and Savings Plan-511$109,895,960$6,757,606$13,224iApproximate average salary by contribution assumption: employee only about $330,607 at 4% or $220,405 at 6%; with 50% employer match about $220,405 at 4% or $146,936 at 6%; with 100% employer match about $165,303 at 4% or $110,202 at 6%.
The Branch Group Inc., Health Care Plan-397---
Branch Group Inc. Life Insurance Plan-502---
20103538$109,416,704$8,766,277$16,294iApproximate average salary by contribution assumption: employee only about $407,355 at 4% or $271,570 at 6%; with 50% employer match about $271,570 at 4% or $181,047 at 6%; with 100% employer match about $203,677 at 4% or $135,785 at 6%.
The Branch Group Inc. and Affiliates Employee Stock Ownership and Savings Plan-538$109,416,704$8,766,277$16,294iApproximate average salary by contribution assumption: employee only about $407,355 at 4% or $271,570 at 6%; with 50% employer match about $271,570 at 4% or $181,047 at 6%; with 100% employer match about $203,677 at 4% or $135,785 at 6%.
The Branch Group Inc., Health Care Plan-410---
Branch Group Inc. Life Insurance Plan-500---
20094607$108,778,171$9,495,462$15,643iApproximate average salary by contribution assumption: employee only about $391,082 at 4% or $260,721 at 6%; with 50% employer match about $260,721 at 4% or $173,814 at 6%; with 100% employer match about $195,541 at 4% or $130,361 at 6%.
The Branch Group Inc. and Affiliates Employee Stock Ownership and Savings Plan-607$108,778,171$9,495,462$15,643iApproximate average salary by contribution assumption: employee only about $391,082 at 4% or $260,721 at 6%; with 50% employer match about $260,721 at 4% or $173,814 at 6%; with 100% employer match about $195,541 at 4% or $130,361 at 6%.
The Branch Group Inc., Health Care Plan-427---
Branch Group Inc Cafeteria Plan-282---
Branch Group Inc. Life Insurance Plan-554---
20082640$0$4,808,537$7,513iApproximate average salary by contribution assumption: employee only about $187,833 at 4% or $125,222 at 6%; with 50% employer match about $125,222 at 4% or $83,482 at 6%; with 100% employer match about $93,917 at 4% or $62,611 at 6%.
The Branch Group Inc., Health Care Plan-460---
The Branch Group Inc. and Affiliates Employee Stock Ownership and Savings Plan-640-$4,808,537$7,513iApproximate average salary by contribution assumption: employee only about $187,833 at 4% or $125,222 at 6%; with 50% employer match about $125,222 at 4% or $83,482 at 6%; with 100% employer match about $93,917 at 4% or $62,611 at 6%.
20073629$120,346,887$6,874,090$10,929iApproximate average salary by contribution assumption: employee only about $273,215 at 4% or $182,143 at 6%; with 50% employer match about $182,143 at 4% or $121,429 at 6%; with 100% employer match about $136,608 at 4% or $91,072 at 6%.
The Branch Group Inc. and Affiliates Employee Stock Ownership and Savings Plan-629$120,346,887$6,874,090$10,929iApproximate average salary by contribution assumption: employee only about $273,215 at 4% or $182,143 at 6%; with 50% employer match about $182,143 at 4% or $121,429 at 6%; with 100% employer match about $136,608 at 4% or $91,072 at 6%.
The Branch Group Inc., Health Care Plan-490---
Branch Group Inc. Life Insurance Plan-572---
20062499$0$0-
The Branch Group Inc., Health Care Plan-499---
Branch Group Inc Cafeteria Plan-287---
20054643$73,886,217$4,266,054$6,635iApproximate average salary by contribution assumption: employee only about $165,865 at 4% or $110,577 at 6%; with 50% employer match about $110,577 at 4% or $73,718 at 6%; with 100% employer match about $82,933 at 4% or $55,288 at 6%.
The Branch Group Inc. and Affiliates Employee Stock Ownership and Savings Plan-643$73,886,217$4,266,054$6,635iApproximate average salary by contribution assumption: employee only about $165,865 at 4% or $110,577 at 6%; with 50% employer match about $110,577 at 4% or $73,718 at 6%; with 100% employer match about $82,933 at 4% or $55,288 at 6%.
The Branch Group Inc., Health Care Plan-499---
Branch Group Inc. Life Insurance Plan-603---
Branch Group Inc Cafeteria Plan-175---
20044661$62,266,593$2,260,494$3,420iApproximate average salary by contribution assumption: employee only about $85,495 at 4% or $56,997 at 6%; with 50% employer match about $56,997 at 4% or $37,998 at 6%; with 100% employer match about $42,748 at 4% or $28,498 at 6%.
The Branch Group Inc. and Affiliates Employee Stock Ownership and Savings Plan-661$62,266,593$2,260,494$3,420iApproximate average salary by contribution assumption: employee only about $85,495 at 4% or $56,997 at 6%; with 50% employer match about $56,997 at 4% or $37,998 at 6%; with 100% employer match about $42,748 at 4% or $28,498 at 6%.
The Branch Group Inc., Health Care Plan-459---
Branch Group Inc. Life Insurance Plan-559---
Branch Group Inc Cafeteria Plan-168---
20034666$53,149,026$3,161,017$4,746iApproximate average salary by contribution assumption: employee only about $118,657 at 4% or $79,105 at 6%; with 50% employer match about $79,105 at 4% or $52,736 at 6%; with 100% employer match about $59,328 at 4% or $39,552 at 6%.
The Branch Group Inc. and Affiliates Employee Stock Ownership and Savings Plan-666$53,149,026$3,161,017$4,746iApproximate average salary by contribution assumption: employee only about $118,657 at 4% or $79,105 at 6%; with 50% employer match about $79,105 at 4% or $52,736 at 6%; with 100% employer match about $59,328 at 4% or $39,552 at 6%.
Branch Group Inc Cafeteria Plan-188---
Branch Group Inc. Life Insurance Plan-561---
The Branch Group Inc., Health Care Plan-448---
20025732$42,505,086$1,999,940$2,732iApproximate average salary by contribution assumption: employee only about $68,304 at 4% or $45,536 at 6%; with 50% employer match about $45,536 at 4% or $30,357 at 6%; with 100% employer match about $34,152 at 4% or $22,768 at 6%.
The Branch Group, Inc. & Affiliate Employee Stock Ownership & Savings Plan-732$42,505,086$1,999,940$2,732iApproximate average salary by contribution assumption: employee only about $68,304 at 4% or $45,536 at 6%; with 50% employer match about $45,536 at 4% or $30,357 at 6%; with 100% employer match about $34,152 at 4% or $22,768 at 6%.
The Branch Group Inc., Health Care Plan-505---
THE BRANCH GROUP INC SHORT TERM DISABILITY PLAN-166---
Branch Group Inc. Life Insurance Plan-626---
Branch Group Inc Cafeteria Plan-166---
20013783$38,448,728$2,260,215$2,887iApproximate average salary by contribution assumption: employee only about $72,165 at 4% or $48,110 at 6%; with 50% employer match about $48,110 at 4% or $32,073 at 6%; with 100% employer match about $36,083 at 4% or $24,055 at 6%.
The Branch Group, Inc. & Affiliate Employee Stock Ownership & Savings Plan-783$38,448,728$2,260,215$2,887iApproximate average salary by contribution assumption: employee only about $72,165 at 4% or $48,110 at 6%; with 50% employer match about $48,110 at 4% or $32,073 at 6%; with 100% employer match about $36,083 at 4% or $24,055 at 6%.
The Branch Group Inc., Health Care Plan-540---
Branch Group Inc. Life Insurance Plan-675---
20007733$35,335,234$2,139,228$2,918iApproximate average salary by contribution assumption: employee only about $72,961 at 4% or $48,641 at 6%; with 50% employer match about $48,641 at 4% or $32,427 at 6%; with 100% employer match about $36,481 at 4% or $24,320 at 6%.
The Branch Group, Inc. & Affiliate Employee Stock Ownership & Savings Plan-733$35,335,234$2,139,228$2,918iApproximate average salary by contribution assumption: employee only about $72,961 at 4% or $48,641 at 6%; with 50% employer match about $48,641 at 4% or $32,427 at 6%; with 100% employer match about $36,481 at 4% or $24,320 at 6%.
The Branch Group Inc., Health Care Plan-611---
BRANCH, INC. DENTAL PLAN-349---
Branch Group Inc. Life Insurance Plan-696---
Branch Group Inc. Life Insurance Plan-655---
BRANCH GROUP INC DENTAL PLAN-0---
Branch Group Inc Cafeteria Plan-0---
19995731$33,687,790$3,483,562$4,765iApproximate average salary by contribution assumption: employee only about $119,137 at 4% or $79,425 at 6%; with 50% employer match about $79,425 at 4% or $52,950 at 6%; with 100% employer match about $59,568 at 4% or $39,712 at 6%.
The Branch Group, Inc. & Affiliate Employee Stock Ownership & Savings Plan-731$33,588,818$1,684,549$2,304iApproximate average salary by contribution assumption: employee only about $57,611 at 4% or $38,407 at 6%; with 50% employer match about $38,407 at 4% or $25,605 at 6%; with 100% employer match about $28,806 at 4% or $19,204 at 6%.
The Branch Group Inc., Health Care Plan-532$98,972$1,799,013$3,382iApproximate average salary by contribution assumption: employee only about $84,540 at 4% or $56,360 at 6%; with 50% employer match about $56,360 at 4% or $37,573 at 6%; with 100% employer match about $42,270 at 4% or $28,180 at 6%.
Branch Group Inc. Life Insurance Plan-723---
Branch Group Inc Cafeteria Plan-437---
The Branch Group Inc. Long Term Disabili Ty Plan-0---