How big is Birch Lake Management Inc.'s plan?

Birch Lake Management Inc.'s plan reported $3.4M in assets and 5 participants for 2023.

Original filing (PDF)20250729111911NAL0003169585001

Birch Lake Management Inc.

Name: Birch Lake Management Inc. — Birch Lake Management, Form 5500 (2023)
Creator: Birch Lake Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Birch Lake Management Inc. 401(k) Plan

401(k) retirement plan · Birch Lake Management Inc.'s Birch Lake Management Inc. 401(k) Plan held $3.4M in plan assets for 5 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Birch Lake Management Inc.'s EIN is 45-1153848.

EIN 45-1153848

Plan number 001

Plan year 2023

ACK ID 20250729111911NAL0003169585001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Birch Lake Management Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Birch Lake Management Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BIRCH LAKE MANAGEMENT INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score