401(k) · DOL Form 5500 · 2022

Beal Service Corporation 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
213
Participants Below avg headcount
86th
Percentile by assets National rank
$179,822
Avg per participant Above avg balance/head
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Official DOL plan name: Integrated 401 ( K ) Plan · Sponsored by Beal Service Corporation · Texas · Finance & Insurance

$38M in assets, 213 participants

Beal Service Corporation's Integrated 401 ( K ) Plan reported $38M in total assets and 213 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,105 in Finance & Insurance (9,261 peers)

Coverage in Texas

Integrated 401 ( K ) Plan covers 213 participants in Texas, about 31% of the average Texas filer (state average ~688 per filing). Assets: $38M.

#7,105
in Finance & Insurance (9,261 peers)
-15.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Integrated 401 ( K ) Plan's outsized position by total assets

Integrated 401 ( K ) Plan vs every filed plan by assets

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

$38,302,033 Top 14% higher than 86% 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

Integrated 401 ( K ) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Integrated 401 ( K ) Plan sits mid-pack in the medium band (213 participants).

DOL schedule card

Filing strip 200201320 · Beal Service Corporation PY 2022 · 401(k)

Integrated 401 ( K ) Plan · $38M · 213 · 86th

  • 5500 $38M
  • 5500 213
  • 5500 86th
  • 5500 401(k)
  • 5500 near Lavie Holdco 401(k) Plan
  • 5500 ind #7105

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 Finance & Insurance retirement plans → · Plans in Texas →

Integrated 401 ( K ) Plan in the asset neighbourhood

401(k) Plan for the Non-Bargaining Employees of Twin Rivers Paper Company LLC401(k) Plan for the Non-Barg…$38MSofidel America Corp. 401(k) PlanSofidel America Corp. 401(k)…$38MIntegrated 401 ( K ) Plan$38MLavie Holdco 401(k) Plan$38MH.G. Fenton Company 401(k) PlanH.G. Fenton Company 401(k) P…$38M
End-of-year total assets ($M) among Integrated 401 ( K ) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$38M
Net Income-$7M
Employer EIN200201320
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beal Service Corporation)

Sponsor-wide plan assets over time

All Beal Service Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$54M 40.39078291222818% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $38.3M $53.8M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 213 $38M
2023 1 200 $47M
2024 1 237 $54M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Integrated 401 ( K ) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Integrated 401 ( K ) Plan, Total assets ($B): 0.038302033 · Participants: 213Integrated 401 ( K ) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Integrated 401 ( K ) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Integrated 401 ( K ) Plan side-by-side with 3 peers →

Integrated 401 ( K ) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Lavie Holdco 401(k) Plan in FL ($38M); by covered participants it is Atlantic Capital Bank 401(k) Plan in GA (213 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (213 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 Integrated 401 ( K ) Plan assets move in 2022? ▼
Integrated 401 ( K ) Plan declined sharply - down 15.6% during 2022, from $45M to $38M. Reported net income was -$7M.
How have Beal Service Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beal Service Corporation's sponsor-wide assets grew 40.4%, from $38M to $54M.
Where does Integrated 401 ( K ) Plan rank by assets among Form 5500 filers? ▼
Integrated 401 ( K ) Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Integrated 401 ( K ) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lavie Holdco 401(k) Plan in FL ($38M, 9,555 participants).
Which 401(k) plans cover a similar participant headcount to Integrated 401 ( K ) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atlantic Capital Bank 401(k) Plan in GA (213 participants, N/A 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 200201320.

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.