Profit Sharing · DOL Form 5500 · 2022

Beach Capital Management, LLC Profit Sharing Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
11
Participants Small participant base
73rd
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Beach Capital Management, LLC Employees Profit Sharing Plan · Sponsored by Beach Capital Management, LLC · Florida · Professional & Technical Services

$15M in assets, 11 participants

Beach Capital Management, LLC's Beach Capital Management, LLC Employees Profit Sharing Plan reported $15M in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #15,610 in Professional & Technical Services (21,562 peers)

Beach Capital Management, LLC multi-year trail

Beach Capital Management, LLC's plans moved +41.2% in assets from 2022 to 2024; this filing shows Beach Capital Management, LLC Employees Profit Sharing Plan at $15M / 11 participants.

#15,610
in Professional & Technical Services (21,562 peers)
-14.5%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Beach Capital Management, LLC Employees Profit Sharing Plan's outsized position by total assets

Beach Capital Management, LLC Employees Profit Sharing Plan vs every filed plan by assets

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

$15,202,448 Top 27% higher than 73% 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

Beach Capital Management, LLC Employees Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beach Capital Management, LLC Employees Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.

DOL schedule card

Filing strip 202550846 · Beach Capital Management, LLC PY 2022 · Profit Sharing

Beach Capital Management, LLC Employees Profit Sharing Plan · $15M · 11 · 73rd

  • EBSA $15M
  • PART 11
  • TYPE 73rd
  • NET Profit Sharing
  • BOOK near Bricklayers & Allied Craftsmen Local 2 Annuity Fund
  • VS-ST ind #15610

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 Florida →

Beach Capital Management, LLC Employees Profit Sharing Plan in the asset neighbourhood

Foxhall Internists, P.C., Profit Sharing PlanFoxhall Internists, P.C., Pr…$15MJamal's Enterprises, Inc. Profit Sharing Plan and TrustJamal's Enterprises, Inc. Pr…$15MBricklayers & Allied Craftsmen Local 2 Annuity FundBricklayers & Allied Craftsm…$15MPlumbers & Steamfitters Local 131 Annuity PlanPlumbers & Steamfitters Loca…$15MBeach Capital Management, LLC Employees Profit Sharing PlanBeach Capital Management, LL…$15M
End-of-year total assets ($M) among Beach Capital Management, LLC Employees Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Beach Capital Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Beach Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 41.24194998068732% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $15.2M $21.5M ▲ +41.3%
Year Plans Participants Total Assets
2022 1 11 $15M
2023 1 11 $18M
2024 1 11 $21M

Beach Capital Management, LLC filing trail (2022)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$15M
Net Income-$3M
Employer EIN202550846
Plan Effective Date2000-05-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Beach Capital Management, LLC Employees Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Beach Capital Management, LLC Employees Profit Sharing Plan, Total assets ($B): 0.015202448 · Participants: 11Beach Capital Management, LLC Employees Profit Sharing PlanRetirement Wealth Builder Plan of Pricewaterhousecoopers LLP, Total assets ($B): 4.132962154 · Participants: 44915Retirement Wealth Builder Plan of Pricewaterhousecoopers LLPRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 0.985447533 · Participants: 14201Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.418369277 · Participants: 23825Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.348694251 · Participants: 9486Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.245151121 · Participants: 4132American Maritime Officers Defined Contribution Plan
Beach Capital Management, LLC Employees Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Beach Capital Management, LLC Employees Profit Sharing Plan side-by-side with 3 peers →

Beach Capital Management, LLC Employees Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Bricklayers & Allied Craftsmen Local 2 Annuity Fund in NY ($15M); by covered participants it is American Century Investments in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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.

Frequently Asked Questions

How did Beach Capital Management, LLC Employees Profit Sharing Plan assets move in 2022? ▼
Beach Capital Management, LLC Employees Profit Sharing Plan pulled back noticeably - down 14.5% during 2022, from $18M to $15M. Reported net income was -$3M.
How have Beach Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beach Capital Management, LLC's sponsor-wide assets grew 41.2%, from $15M to $21M.
Which Profit Sharing plans are similar in size to Beach Capital Management, LLC Employees Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Bricklayers & Allied Craftsmen Local 2 Annuity Fund in NY ($15M, 2,146 participants).
Which Profit Sharing plans cover a similar participant headcount to Beach Capital Management, LLC Employees Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is American Century Investments in CA (11 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 202550846.

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.