How big is Birgen Asset Management, Inc.'s plan?

Birgen Asset Management, Inc.'s plan reported $8.6M in assets and 2 participants for 2025.

Original filing (PDF)20260331110843NAL0000006146001

Birgen Asset Management, Inc.

Name: Birgen Asset Management, Inc. — Birgen Asset, Form 5500 (2025)
Creator: Birgen Asset Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Birgen Asset Management, Inc. 401(k) Plan

401(k) retirement plan · Birgen Asset Management, Inc.'s Birgen Asset Management, Inc. 401(k) Plan held $8.6M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

Plan identifiers

Birgen Asset Management, Inc.'s EIN is 95-4853914.

EIN 95-4853914

Plan number 001

Plan year 2025

ACK ID 20260331110843NAL0000006146001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Birgen Asset Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Birgen Asset Management, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BIRGEN ASSET 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