Other · DOL Form 5500 · 2022
Joe & Charles Bevering Corporation Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $529,626
- Avg per participant High balance/head
Official DOL plan name: Joe & Charles Bevering Corporation Profit Sharing Plan and Trust · Sponsored by Joe & Charles Bevering Corporation · Texas · Agriculture, Forestry & Fishing
$2M in assets, 4 participants
Joe & Charles Bevering Corporation's Joe & Charles Bevering Corporation Profit Sharing Plan and Trust reported $2M in total assets and 4 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.
- #560 in Agriculture, Forestry & Fishing (1,523 peers)
Joe & Charles Bevering Corporation multi-year trail
Joe & Charles Bevering Corporation's plans moved +39.1% in assets from 2022 to 2024; this filing shows Joe & Charles Bevering Corporation Profit Sharing Plan and Trust at $2M / 4 participants.
- #560
- in Agriculture, Forestry & Fishing (1,523 peers)
- -18.0%
- assets change YoY
The plan reported a net loss of $465K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Joe & Charles Bevering Corporation Profit Sharing Plan and Trust's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers
Joe & Charles Bevering Corporation Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,118,503 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
Joe & Charles Bevering Corporation Profit Sharing Plan and Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joe & Charles Bevering Corporation Profit Sharing Plan and Trust is a micro filing (4 participants), the leftmost band.
Published 5500 schedule card
Filing strip 751440251 · Joe & Charles Bevering Corporation PY 2022 · Other
Joe & Charles Bevering Corporation Profit Sharing Plan and Trust · $2M · 4 · 35th
- PHOTO $2M
- PHOTO 4
- PHOTO 35th
- PHOTO Other
- PHOTO near Merrick, Inc. Pension Plan
- PHOTO ind #560
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 Agriculture, Forestry & Fishing retirement plans → · Plans in Texas →
Joe & Charles Bevering Corporation Profit Sharing Plan and Trust in the asset neighbourhood
Joe & Charles Bevering Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Joe & Charles Bevering Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 39.08075655309433% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $2M |
| 2023 | 1 | 4 | $2M |
| 2024 | 1 | 4 | $3M |
Joe & Charles Bevering Corporation filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$465K |
| Employer EIN | 751440251 |
| Plan Effective Date | 1975-01-30 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.2B · 28,410
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.0B · 28,126
- Baylor College of Medicine Section 403b $1.6B · 12,275
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.5B · 14,185
- Southwest Research Institute Retirement Plan $1.4B · 2,825
Joe & Charles Bevering Corporation Profit Sharing Plan and Trust's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Merrick, Inc. Pension Plan in MN ($2M); by covered participants it is Good of All in DC (4 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 (4 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.