401(k) · DOL Form 5500 · 2022
Bsm Cpa Group, LLP 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $418,305
- Avg per participant High balance/head
Official DOL plan name: Beemer, Smith, Munro & Co., LLP Employees' Savings Plan · Sponsored by Bsm Cpa Group, LLP · Oregon · Professional & Technical Services
$2M in assets, 5 participants
Bsm Cpa Group, LLP's Beemer, Smith, Munro & Co., LLP Employees' Savings Plan reported $2M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.
- #6,714 in Professional & Technical Services (21,562 peers)
Bsm Cpa Group, LLP multi-year trail
Bsm Cpa Group, LLP's plans moved +277.1% in assets from 2022 to 2024; this filing shows Beemer, Smith, Munro & Co., LLP Employees' Savings Plan at $2M / 5 participants.
- #6,714
- in Professional & Technical Services (21,562 peers)
- -30.7%
- assets change YoY
The plan reported a net loss of $925K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Beemer, Smith, Munro & Co., LLP Employees' Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers
Beemer, Smith, Munro & Co., LLP Employees' Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,091,523 34th percentile higher than 34% 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
Beemer, Smith, Munro & Co., LLP Employees' Savings 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. Beemer, Smith, Munro & Co., LLP Employees' Savings Plan is a micro filing (5 participants), the leftmost band.
Published 5500 schedule card
Filing strip 930668420 · Bsm Cpa Group, LLP PY 2022 · 401(k)
Beemer, Smith, Munro & Co., LLP Employees' Savings Plan · $2M · 5 · 34th
- ASSETS $2M
- ASSETS 5
- ASSETS 34th
- ASSETS 401(k)
- ASSETS near Cummings Creative Group, Inc. Retirement Savings Plan
- ASSETS ind #6714
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 Oregon →
Beemer, Smith, Munro & Co., LLP Employees' Savings Plan in the asset neighbourhood
Bsm Cpa Group, LLP multi-year asset trail
Sponsor-wide plan assets over time
All Bsm Cpa Group, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 277.0794296787556% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $2M |
| 2023 | 1 | 5 | $4M |
| 2024 | 1 | 5 | $8M |
Bsm Cpa Group, LLP filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$925K |
| Employer EIN | 930668420 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.2B · 36,913
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.0B · 7,492
- Precision Castparts Corp. 401(k) Retirement Savings Plan $1.9B · 14,939
- Xpo Logistics Retirement Savings Plan $1.7B · 6,855
- Pacificorp K Plus Employee Savings Plan $1.4B · 4,905
Beemer, Smith, Munro & Co., LLP Employees' Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Cummings Creative Group, Inc. Retirement Savings Plan in AL ($2M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 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 (5 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.