401(k) · DOL Form 5500 · 2022
The J Beard Real Estate Compan 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 26
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $83,946
- Avg per participant Below avg balance/head
Official DOL plan name: The J Beard Real Estate Compan 401(k) Profit Sharing Plan & Trust · Sponsored by The J Beard Real Estate Compan · Texas · Professional & Technical Services
$2M in assets, 26 participants
The J Beard Real Estate Compan's The J Beard Real Estate Compan 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 26 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.
- #6,851 in Professional & Technical Services (21,562 peers)
The J Beard Real Estate Compan multi-year trail
The J Beard Real Estate Compan's plans moved +48.1% in assets from 2022 to 2024; this filing shows The J Beard Real Estate Compan 401(k) Profit Sharing Plan & Trust at $2M / 26 participants.
- #6,851
- in Professional & Technical Services (21,562 peers)
- -11.8%
- assets change YoY
The plan reported a net loss of $293K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The J Beard Real Estate Compan 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
The J Beard Real Estate Compan 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,182,598 35th percentile higher than 35% 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
The J Beard Real Estate Compan 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The J Beard Real Estate Compan 401(k) Profit Sharing Plan & Trust is a small filing (26 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 770640039 · The J Beard Real Estate Compan PY 2022 · 401(k)
The J Beard Real Estate Compan 401(k) Profit Sharing Plan & Trust · $2M · 26 · 35th
- EOY $2M
- 5500 26
- ASSETS 35th
- PCT 401(k)
- EIN near Mid-States Bolt & Screw Co. Hourly Employees' 401(k) Plan & Trust
- RANK ind #6851
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 Texas →
The J Beard Real Estate Compan 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
The J Beard Real Estate Compan multi-year asset trail
Sponsor-wide plan assets over time
All The J Beard Real Estate Compan plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 48.071930790736545% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 26 | $2M |
| 2023 | 1 | 32 | $3M |
| 2024 | 1 | 36 | $3M |
The J Beard Real Estate Compan filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$293K |
| Employer EIN | 770640039 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
The J Beard Real Estate Compan 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Mid-States Bolt & Screw Co. Hourly Employees' 401(k) Plan & Trust in MI ($2M); by covered participants it is Acceletronics, Inc. Employees 401(k) Profit Sharing Plan in PA (26 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 (26 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.