Birkey's Farm Store 401(k) match, vesting and fees
What Birkey's Farm Store's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Edward Jones | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,052 defined-contribution plans in wholesale trade with 100 to 499 participants.
| Birkey's Farm Store: employer contribution per participant | $2,460 | |
| Peer median | $2,091 |
| Birkey's Farm Store: average balance | $114,908 | |
| Peer median | $87,400 |
| Birkey's Farm Store: admin expenses ÷ assets | 0.29% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $46.8M at the end of plan year 2021 to $56.8M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 507 | $56.8M | $1.2M | $2,460 | 0.29% | Not published | Form 5500 ↗ |
| 2024 | 511 | $50.7M | $1.2M | $2,448 | 0.28% | Not published | Form 5500 ↗ |
| 2023 | 471 | $44.5M | $1.1M | $2,449 | 0.29% | Not published | Form 5500 ↗ |
| 2022 | 421 | $36.8M | $1M | $2,545 | 0.30% | Not published | Form 5500 ↗ |
| 2021 | 415 | $46.8M | $940K | $2,327 | 0.28% | Not published | Form 5500 ↗ |
Other Birkey's Farm Store plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Birkey'S Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Clifton Larson Allen LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Birkey's Farm Store match 401(k) contributions?
The match terms for the Birkey'S Farm Store, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $1.2M in employer contributions, about $2,460 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Birkey's Farm Store 401(k) match vested?
The vesting schedule for the Birkey'S Farm Store, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Birkey's Farm Store 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Edward Jones. The plan administrator is Birkeys Farm Store Inc.
I left Birkey's Farm Store. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Birkeys Farm Store Inc, (217) 693-7200) or the recordkeeper, Edward Jones. The Birkey's Farm Store old 401(k) page lists the contacts from every plan filing. Find an old Birkey's Farm Store 401(k)
Data from the public Form 5500 annual reports Birkey's Farm Store filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Birkey's Farm Store. Not financial advice. Report a correction · Methodology