401(k) · DOL Form 5500 · 2022

Beach Point Capital Management LP 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
115
Participants Small participant base
86th
Percentile by assets National rank
$341,343
Avg per participant High balance/head
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Official DOL plan name: Beach Point Capital 401(k) Plan · Sponsored by Beach Point Capital Management LP · California · Finance & Insurance

$39M in assets, 115 participants

Beach Point Capital Management LP's Beach Point Capital 401(k) Plan reported $39M in total assets and 115 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.

  • #7,158 in Finance & Insurance (9,261 peers)

Coverage in California

Beach Point Capital 401(k) Plan covers 115 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $39M.

#7,158
in Finance & Insurance (9,261 peers)
-5.9%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Beach Point Capital 401(k) Plan's outsized position by total assets

Beach Point Capital 401(k) Plan vs every filed plan by assets

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

$39,254,440 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

Beach Point Capital 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. Beach Point Capital 401(k) Plan sits mid-pack in the medium band (115 participants).

Published 5500 schedule card

Filing strip 800242162 · Beach Point Capital Management LP PY 2022 · 401(k)

Beach Point Capital 401(k) Plan · $39M · 115 · 86th

  • PHOTO $39M
  • IND 115
  • EOY 86th
  • 5500 401(k)
  • ASSETS near American Solutions for Business 401(k) Plan
  • PCT ind #7158

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 California →

Beach Point Capital 401(k) Plan in the asset neighbourhood

American Solutions for Business 401(k) PlanAmerican Solutions for Busin…$39MRittal 401(k) Plan$39MPresence Marketing, LLC Retirement PlanPresence Marketing, LLC Reti…$39MBeach Point Capital 401(k) PlanBeach Point Capital 401(k) P…$39MThe Horton Group, Inc. Retirement Savings PlanThe Horton Group, Inc. Retir…$39M
End-of-year total assets ($M) among Beach Point Capital 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$39M
Net Income-$2M
Employer EIN800242162
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beach Point Capital Management LP)

Sponsor-wide plan assets over time

All Beach Point Capital Management LP plans reported in each filing year

Latest sponsor-wide plan assets
$60M 53.01332537160127% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $39.3M $60.1M ▲ +53.0%
Year Plans Participants Total Assets
2022 1 115 $39M
2023 1 137 $49M
2024 1 150 $60M

Nearby 401(k) Plans in California

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

Beach Point Capital 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Beach Point Capital 401(k) Plan, Total assets ($B): 0.03925444 · Participants: 115Beach Point Capital 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Beach Point Capital 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Beach Point Capital 401(k) Plan side-by-side with 3 peers →

Beach Point Capital 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is American Solutions for Business 401(k) Plan in MN ($39M); by covered participants it is 360 Physical Therapy 401(k) Profit Sharing Plan in AZ (115 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($39M here).

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Beach Point Capital 401(k) Plan assets move in 2022? ▼
Beach Point Capital 401(k) Plan pulled back noticeably - down 5.9% during 2022, from $42M to $39M. Reported net income was -$2M.
How have Beach Point Capital Management LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beach Point Capital Management LP's sponsor-wide assets grew 53.0%, from $39M to $60M.
Where does Beach Point Capital 401(k) Plan rank by assets among Form 5500 filers? ▼
Beach Point Capital 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 Beach Point Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Solutions for Business 401(k) Plan in MN ($39M, 994 participants).
Which 401(k) plans cover a similar participant headcount to Beach Point Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 360 Physical Therapy 401(k) Profit Sharing Plan in AZ (115 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 800242162.

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.