Profit Sharing · DOL Form 5500 · 2022
Judith Beckman Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $982,320
- Avg per participant High balance/head
Official DOL plan name: Judith Beckman Defined Contribution Plan · Sponsored by Judith Beckman · New York · Finance & Insurance
$2M in assets, 2 participants
Judith Beckman's Judith Beckman Defined Contribution Plan reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.
- #2,098 in Finance & Insurance (9,261 peers)
2022 asset change
Judith Beckman Defined Contribution Plan contracted severely 41.4% in 2022 ($3M → $2M) for 2 participants.
- #2,098
- in Finance & Insurance (9,261 peers)
- -41.4%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Judith Beckman Defined Contribution Plan among the smaller filed plans by assets
Judith Beckman Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,964,639 33rd percentile higher than 33% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Judith Beckman Defined Contribution 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. Judith Beckman Defined Contribution Plan is a micro filing (2 participants), the leftmost band.
Published 5500 schedule card
Filing strip 641436759 · Judith Beckman PY 2022 · Profit Sharing
Judith Beckman Defined Contribution Plan · $2M · 2 · 33rd
- TYPE $2M
- NET 2
- BOOK 33rd
- VS-ST Profit Sharing
- BOY near Pjjr Consulting, LLC Profit Sharing Plan
- SCH ind #2098
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 Finance & Insurance retirement plans → · Plans in New York →
Judith Beckman Defined Contribution Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$1M |
| Employer EIN | 641436759 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
Judith Beckman Defined Contribution Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Pjjr Consulting, LLC Profit Sharing Plan in AZ ($2M); 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 ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.