Profit Sharing · DOL Form 5500 · 2022

Becker Holdings, Inc Profit Sharing Plan

Data updated 2026-08-25

$508K
Total assets Small plan by assets
3
Participants Small participant base
18th
Percentile by assets National rank
$169,250
Avg per participant Above avg balance/head
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Official DOL plan name: Becker Holdings, Inc. Retirement Plan · Sponsored by Becker Holdings, Inc · Florida · Administrative & Support Services

$508K in assets, 3 participants

Becker Holdings, Inc's Becker Holdings, Inc. Retirement Plan reported $508K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,877 in Administrative & Support Services (4,927 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Becker Holdings, Inc. Retirement Plan ranks #1,877 of 4,927 2022 filers by assets (5682% of the sector average)-$508K for 3 participants.

#1,877
in Administrative & Support Services (4,927 peers)
-37.0%
assets change YoY

The plan reported a net loss of $299K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Becker Holdings, Inc. Retirement Plan among the smaller filed plans by assets

Becker Holdings, Inc. Retirement Plan vs every filed plan by assets

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

$507,750 18th percentile higher than 18% 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

Becker Holdings, Inc. Retirement 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. Becker Holdings, Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 465749015 · Becker Holdings, Inc PY 2022 · Profit Sharing

Becker Holdings, Inc. Retirement Plan · $508K · 3 · 18th

  • ASSETS $508K
  • ASSETS 3
  • ASSETS 18th
  • ASSETS Profit Sharing
  • ASSETS near Shore Mobility, Inc., Retirement Plan
  • ASSETS ind #1877

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 Administrative & Support Services retirement plans → · Plans in Florida →

Becker Holdings, Inc. Retirement Plan in the asset neighbourhood

Becker Holdings, Inc. Retirement PlanBecker Holdings, Inc. Retire…$508KShore Mobility, Inc., Retirement PlanShore Mobility, Inc., Retire…$508KAwvo Holdings Inc. Retirement PlanAwvo Holdings Inc. Retiremen…$508KLockamy & Associates Inc. Retirement PlanLockamy & Associates Inc. Re…$508KSertoma Speech & Hearing Employee Pension PlanSertoma Speech & Hearing Emp…$508K
End-of-year total assets ($M) among Becker Holdings, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$807K
Net Assets (End of Year)$508K
Net Income-$299K
Employer EIN465749015
Plan Effective Date2014-06-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Becker Holdings, Inc)

Sponsor-wide plan assets over time

All Becker Holdings, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$395K 22.247562776957164% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.51M $0.39M ▼ -23.5%
Year Plans Participants Total Assets
2022 1 3 $508K
2023 1 2 $614K
2024 1 5 $395K

Nearby Profit Sharing Plans in Florida

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

Becker Holdings, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Becker Holdings, Inc. Retirement Plan, Total assets ($B): 0.00050775 · Participants: 3Becker Holdings, Inc. Retirement 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
Becker Holdings, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Becker Holdings, Inc. Retirement Plan side-by-side with 3 peers →

Becker Holdings, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Shore Mobility, Inc., Retirement Plan in MD ($508K); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($508K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Becker Holdings, Inc. Retirement Plan assets move in 2022? ▼
Becker Holdings, Inc. Retirement Plan contracted severely - down 37.0% during 2022, from $807K to $508K. Reported net income was -$299K.
How have Becker Holdings, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Becker Holdings, Inc's sponsor-wide assets declined 22.2%, from $508K to $395K.
Where does Becker Holdings, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Becker Holdings, Inc. Retirement Plan ranks in the 18th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Becker Holdings, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Shore Mobility, Inc., Retirement Plan in MD ($508K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Becker Holdings, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 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 465749015.

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.