Original filing (PDF)20240926152004NAL0001510400001

Birgen Asset Management, Inc.

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

Form 5500-SF

FILING_RECEIVED

Birgen Asset Management, Inc. Pension Plan and Trust

Defined-benefit pension plan · Birgen Asset Management, Inc.'s Birgen Asset Management, Inc. Pension Plan and Trust filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Robert M Birgen signed Birgen Asset Management, Inc.'s 2023 Form 5500 as plan administrator.

Robert M Birgen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

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

EIN 95-4853914

Plan number 002

Plan year 2023

ACK ID 20240926152004NAL0001510400001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Birgen Asset Management, Inc.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score