Profit Sharing · DOL Form 5500 · 2022

Beaulieu and Sons Inc. Profit Sharing Plan

Data updated 2026-08-25

$638K
Total assets Small plan by assets
2
Participants Small participant base
21st
Percentile by assets National rank
$318,896
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Beaulieu and Sons Inc. Profit Sharing Plan · Sponsored by Beaulieu and Sons Inc. · Wisconsin · Professional & Technical Services

$638K in assets, 2 participants

Beaulieu and Sons Inc.'s Beaulieu and Sons Inc. Profit Sharing Plan reported $638K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 21st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,582 in Professional & Technical Services (21,562 peers)

2022 asset change

Beaulieu and Sons Inc. Profit Sharing Plan surged 39.3% in 2022 ($458K → $638K) for 2 participants.

#3,582
in Professional & Technical Services (21,562 peers)
+39.3%
assets growth YoY

Beaulieu and Sons Inc. Profit Sharing Plan among the smaller filed plans by assets

Beaulieu and Sons Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$637,792 21st percentile higher than 21% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Beaulieu and Sons Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beaulieu and Sons Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 463516490 · Beaulieu and Sons Inc. PY 2022 · Profit Sharing

Beaulieu and Sons Inc. Profit Sharing Plan · $638K · 2 · 21st

  • IND $638K
  • EOY 2
  • 5500 21st
  • ASSETS Profit Sharing
  • PCT near South-Falcon Incorporated Retirement Plan
  • EIN ind #3582

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Wisconsin →

Beaulieu and Sons Inc. Profit Sharing Plan in the asset neighbourhood

Beaulieu and Sons Inc. Profit Sharing PlanBeaulieu and Sons Inc. Profi…$638KSouth-Falcon Incorporated Retirement PlanSouth-Falcon Incorporated Re…$638KMichiwan Corp. Retirement PlanMichiwan Corp. Retirement Pl…$637KPullen Realty Employees Profit Sharing Plan 401(k)Pullen Realty Employees Prof…$637KThe B E & K 1165(e) Retirement PlanThe B E & K 1165(e) Retireme…$638K
End-of-year total assets ($M) among Beaulieu and Sons Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Beaulieu and Sons Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Beaulieu and Sons Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$644K 1.0255694646530529% vs 2022
2023 filing year
$0.64M 20222023 $0.64M $0.64M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 2 $638K
2023 1 2 $644K

2022 asset-move particulars

Total Assets (Beginning of Year)$458K
Net Assets (End of Year)$638K
Net Income$180K
Employer EIN463516490
Plan Effective Date2013-08-26
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Wisconsin

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Beaulieu and Sons Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Beaulieu and Sons Inc. Profit Sharing Plan, Total assets ($B): 0.000637792 · Participants: 2Beaulieu and Sons Inc. Profit Sharing PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.171824153 · Participants: 5909The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.310344367 · Participants: 1344Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.27884786 · Participants: 1579Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Union Individual Account Retirement Fund, Total assets ($B): 0.249003783 · Participants: 2646Union Individual Account Retirement FundWestern Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.23891973 · Participants: 1142Western Wisconsin Electrical Workers Retirement Plan
Beaulieu and Sons Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Beaulieu and Sons Inc. Profit Sharing Plan side-by-side with 3 peers →

Beaulieu and Sons Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is South-Falcon Incorporated Retirement Plan in MN ($638K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($638K here).

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Beaulieu and Sons Inc. Profit Sharing Plan assets move in 2022? ▼
Beaulieu and Sons Inc. Profit Sharing Plan surged - up 39.3% during 2022, from $458K to $638K. Reported net income was $180K.
How have Beaulieu and Sons Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Beaulieu and Sons Inc.'s sponsor-wide assets grew 1.0%, from $638K to $644K.
Where does Beaulieu and Sons Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Beaulieu and Sons Inc. Profit Sharing Plan ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Beaulieu and Sons Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is South-Falcon Incorporated Retirement Plan in MN ($638K, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Beaulieu and Sons Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 463516490.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.