Birch Family Services, Inc. 401(k) Plan: Login, Facts & Contact Information
Birch Family Services, Inc. 401(k) Login
155 former Birch Family Services, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Birch Family Services, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jul 1, 2024 – Jun 30, 2025), filed Apr 15, 2026. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $755,528 went into the plan in contributions, $755,528 of it from the employer (100%).
- $836,334 was paid out to participants.
- Investment and other income added $2.88 million.
- Administrative expenses were $162,413, about $221 per account.
How the Birch Family Services, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 1,119 | $20.1 million | $1.36 million | $879,124 |
| 2020 | 994 | $24.8 million | $1.11 million | $1.24 million |
| 2021 | 935 | $20.4 million | $1.06 million | $1.89 million |
| 2022 | 970 | $22.0 million | $1.01 million | $1.62 million |
| 2023 | 953 | $24.1 million | $698,456 | $1.48 million |
| 2024 | 1,031 | $26.7 million | $755,528 | $836,334 |
Birch Family Services, Inc. 401(k) Contact Information
Questions about the Birch Family Services, Inc. 401(k)
Does Birch Family Services, Inc contribute to the 401(k)?
The plan does not report an employer matching arrangement on its Form 5500. It did report $755,528 in employer contributions for plan year 2024.
Does the Birch Family Services, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Birch Family Services, Inc 401(k) plan?
1,031 participants at the start of plan year 2024, 652 of them active employees, and 155 former employees who still had money in the plan.
What is the average 401(k) balance at Birch Family Services, Inc?
About $36,368 per account: $26.7 million in plan assets across 734 accounts with a balance at the end of plan year 2024.
Who manages the Birch Family Services, Inc 401(k) accounts?
Principal is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Birch Family Services, Inc. How do I access my 401(k)?
Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.