Retirement plan

BIRD-IN-HAND FARMS, INC. MONEY PURCHASE PENSION PLAN

Name: BIRD-IN-HAND FARMS, INC. - BIRD-IN-HAND FARMS, INC. MONEY PURCHASE PENSION PLAN (2025) Form 5500
Creator: BIRD-IN-HAND FARMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BIRD-IN-HAND FARMS, INC. MONEY PURCHASE PENSION PLAN, BIRD-IN-HAND FARMS, INC.

BIRD-IN-HAND FARMS, INC.EIN 23-2106401Plan #002PY 2025

117 S WEST END AVENUE, MAILBOX 5 - LANCASTER, PA 17603717-291-5855bihfarms.comLinkedIn1-10 employees

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$17.8M

+20.1% from 2024

Total participants

0.0% from 2024

Average account balance

$2,537,122

+20.1% from 2024

Annual return

23.70%

+14.35 pp from 2024

Benchmarks

See 2,191 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort2,191 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$17.76M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$2.5M

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$127K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+23.70%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$98259

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2C3H3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$688K

$114636 / participant

Other / not subdivided$688K100.0%

% of EOY assets

3.873%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$2,537,122

$103,164+2359.3%

$90,259+2710.9%

$154,746+1539.5%

Participation rate

100.0%

76.1%+23.9pp

70.7%+29.3pp

80.7%+19.3pp

Annual return

23.70%

19.25%+4.4pp

18.88%+4.8pp

172.34%-148.6pp

Employer contribution / active EE

$21,107

$2,532+733.8%

$2,291+821.2%

$4,379+382.0%

Participant deferral / active EE

$4,422-100.0%

$3,827-100.0%

$6,730-100.0%

Admin fee / account holder

$98,259

$8,593+1043.5%

$7,267+1252.1%

$14,365+584.0%

BIRD-IN-HAND FARMS, INC. MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BIRD-IN-HAND FARMS, INC. MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion