Plan5500

Branch Metrics, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Branch Metrics, Inc. (EIN 46-2998750) is a plan sponsor located in Palo Alto, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
46-2998750
Location
Palo Alto, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Branch Metrics, Inc.

  • 2 loaded plans hold $25M in reported assets.
  • The largest, Branch Metrics Retirement Trust, holds 100% of this company's reported plan assets.
  • Plans cover 792 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$25MSummed across loaded plans$25,048,685
Total reported assets$25M$25,048,685
Total reported participants792
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$25M total assets
Net assets$25MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$4.9M
Total income / additions$9.9M
Expenses & distributions
Benefits paid / distributions$2.2M
Total expenses$2.2M
Net increase / (decrease)$7.7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Branch Metrics Retirement Trust
Participants per plan396Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Branch Metrics Retirement Trust$25M
    Plan #001 · 462 participants · 2023
  2. 2
    Branch Metrics, Inc. Employee Health And Welfare Benefits Plannot reported in the loaded dataset
    Plan #501 · 330 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Branch Metrics, Inc.. Open one for its full reported snapshot.

  1. 2023
    Branch Metrics Retirement Trust462 participants · 2Sch HSch C
    View filing →
  2. 2023
    Branch Metrics, Inc. Employee Health And Welfare Benefits Plan330 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Branch Metrics, Inc. report on Form 5500?
Branch Metrics, Inc. (EIN 46-2998750) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Branch Metrics, Inc.?
The Employer Identification Number (EIN) reported for Branch Metrics, Inc. is 46-2998750.
What is the latest Form 5500 filing year for Branch Metrics, Inc.?
The latest loaded Form 5500 filing year for Branch Metrics, Inc. is 2023.

Related Form 5500 pages