Profit Sharing · DOL Form 5500 · 2022
Beach Capital Management, LLC Profit Sharing Plan
Data updated 2026-08-11
- $15M
- Total assets
- 11
- Participants
- 73rd
- Percentile by assets
- $1.4M
- Avg per participant
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.
- 73rd percentile by assets (of 139,126 plans)
- #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.
- $15M
- total plan assets (2022 EOY)
- 11
- covered participants
- 73rd
- percentile by assets (of 139,126 plans)
- $1.4M
- avg assets per participant
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.
Where Beach Capital Management, LLC Employees Profit Sharing Plan sits 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
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 across 3 plan years on file
Across the 3 plan years Beach Capital Management, LLC has on file (2022-2024), sponsor-wide plan assets have moved from $15M to $21M, a gain of 41.2%, while reported participants moved from 11 to 11 (+0.0%). Peak year by sponsor assets: 2024 ($21M); trough: 2022 ($15M).
Beach Capital Management, LLC multi-year asset trail
| 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 EIN | 202550846 |
| Plan Effective Date | 2000-05-01 |
| Filing Status | FILING 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
- Retirement Wealth Builder Plan of Pricewaterhousecoopers LLP $4.1B · 44,915
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $985M · 14,201
- Orlando Health, Inc. Retirement Savings Plan 401a $418M · 23,825
- Shands Health Care Matched Savings Account 401(a) $349M · 9,486
- American Maritime Officers Defined Contribution Plan $245M · 4,132
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Beach Capital Management, LLC Employees Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Beach Capital Management, LLC Employees Profit Sharing Plan assets move in 2022? ▼
How have Beach Capital Management, LLC plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Beach Capital Management, LLC Employees Profit Sharing Plan? ▼
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Multi-year trail
Ways to act on Beach Capital Management, LLC Employees Profit Sharing Plan's numbers.
- By total assets, Beach Capital Management, LLC Employees Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Florida. Compare plans
- Beach Capital Management, LLC's sponsor-wide assets have grown 41.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans