Profit Sharing · DOL Form 5500 · 2022

Beck Investments Inc. Profit Sharing Plan

Data updated 2026-08-25

$219K
Total assets Small plan by assets
2
Participants Small participant base
11th
Percentile by assets National rank
$109,634
Avg per participant Below avg balance/head
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Official DOL plan name: Beck Investments Inc. Profit Sharing Plan · Sponsored by Beck Investments Inc. · Georgia · Other Services

$219K in assets, 2 participants

Beck Investments Inc.'s Beck Investments Inc. Profit Sharing Plan reported $219K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 11th 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.

  • #2,047 in Other Services (8,398 peers)

Beck Investments Inc. multi-year trail

Beck Investments Inc.'s plans moved -30.2% in assets from 2022 to 2024; this filing shows Beck Investments Inc. Profit Sharing Plan at $219K / 2 participants.

#2,047
in Other Services (8,398 peers)
+29.7%
assets growth YoY

Beck Investments Inc. Profit Sharing Plan among the smaller filed plans by assets

Beck Investments Inc. Profit Sharing Plan vs every filed plan by assets

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

$219,267 11th percentile higher than 11% 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

Beck Investments 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. Beck Investments Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 273405625 · Beck Investments Inc. PY 2022 · Profit Sharing

Beck Investments Inc. Profit Sharing Plan · $219K · 2 · 11th

  • SCH $219K
  • EBSA 2
  • PART 11th
  • TYPE Profit Sharing
  • NET near Powell Services, Inc. Profit Sharing Plan
  • BOOK ind #2047

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 Other Services retirement plans → · Plans in Georgia →

Beck Investments Inc. Profit Sharing Plan in the asset neighbourhood

Beck Investments Inc. Profit Sharing PlanBeck Investments Inc. Profit…$219KPowell Services, Inc. Profit Sharing PlanPowell Services, Inc. Profit…$219KTen Eleven Investments, Inc. Retirement PlanTen Eleven Investments, Inc.…$219KDmr Acquisitions Inc. Retirement PlanDmr Acquisitions Inc. Retire…$219KFive Oceans Holding Corp. Pension Transfer Trust PlanFive Oceans Holding Corp. Pe…$219K
End-of-year total assets ($M) among Beck Investments Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Beck Investments Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Beck Investments Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$153K 30.18101219061692% vs 2022
2024 filing year
$0.1M$0.15M$0.2M$0.25M$0.3M 202220232024 $0.22M $0.15M ▼ -31.8%
Year Plans Participants Total Assets
2022 1 2 $219K
2023 1 2 $265K
2024 1 2 $153K

Beck Investments Inc. filing trail (2022)

Total Assets (Beginning of Year)$169K
Net Assets (End of Year)$219K
Net Income$50K
Employer EIN273405625
Plan Effective Date2010-09-07
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Georgia

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

Beck Investments Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Beck Investments Inc. Profit Sharing Plan, Total assets ($B): 0.000219267 · Participants: 2Beck Investments Inc. Profit Sharing PlanEmory University Retirement Plan, Total assets ($B): 4.223392883 · Participants: 18872Emory University Retirement PlanEmory Healthcare, Inc. Retirement Savings and Matching Plan, Total assets ($B): 2.067818113 · Participants: 21075Emory Healthcare, Inc. Retirement Savings and Matching PlanThe Emory Clinic, Inc. Retirement Savings Plan, Total assets ($B): 0.700061306 · Participants: 2621The Emory Clinic, Inc. Retirement Savings PlanChildrens Healthcare of Atlanta Growth Plan, Total assets ($B): 0.287686808 · Participants: 11691Childrens Healthcare of Atlanta Growth PlanSoutheast Georgia Health System, Inc. 403(b) Retirement Savings Plan, Total assets ($B): 0.154098726 · Participants: 2400Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan
Beck Investments Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants
Compare Beck Investments Inc. Profit Sharing Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest Profit Sharing by assets is Powell Services, Inc. Profit Sharing Plan in TX ($219K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Beck Investments Inc. Profit Sharing Plan assets move in 2022? ▼
Beck Investments Inc. Profit Sharing Plan grew sharply - up 29.7% during 2022, from $169K to $219K. Reported net income was $50K.
How have Beck Investments Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beck Investments Inc.'s sponsor-wide assets declined 30.2%, from $219K to $153K.
Where does Beck Investments Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Beck Investments Inc. Profit Sharing Plan ranks in the 11th 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 Beck Investments Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Powell Services, Inc. Profit Sharing Plan in TX ($219K, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Beck Investments 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 273405625.

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.