401(k) · DOL Form 5500 · 2022

The Beacon Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
162
Participants Small participant base
92nd
Percentile by assets National rank
$562,622
Avg per participant High balance/head
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Official DOL plan name: Beacon Mutual Insurance Company 401(k) Plan · Sponsored by The Beacon Mutual Insurance Company · Rhode Island · Finance & Insurance

$91M in assets, 162 participants

The Beacon Mutual Insurance Company's Beacon Mutual Insurance Company 401(k) Plan reported $91M in total assets and 162 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,113 in Finance & Insurance (9,261 peers)

Coverage in Rhode Island

Beacon Mutual Insurance Company 401(k) Plan covers 162 participants in Rhode Island, about 11% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $91M.

#8,113
in Finance & Insurance (9,261 peers)
-17.6%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Beacon Mutual Insurance Company 401(k) Plan's outsized position by total assets

Beacon Mutual Insurance Company 401(k) Plan vs every filed plan by assets

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

$91,144,744 Top 8% higher than 92% 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

Beacon Mutual Insurance Company 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. Beacon Mutual Insurance Company 401(k) Plan sits mid-pack in the medium band (162 participants).

Form 5500 schedule snapshot

Filing strip 050458697 · The Beacon Mutual Insurance Company PY 2022 · 401(k)

Beacon Mutual Insurance Company 401(k) Plan · $91M · 162 · 92nd

  • BOY $91M
  • SCH 162
  • EBSA 92nd
  • PART 401(k)
  • TYPE near Cable Television Laboratories, Inc. Profit Sharing Plan
  • NET ind #8113

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 Rhode Island →

Beacon Mutual Insurance Company 401(k) Plan in the asset neighbourhood

Novogradac & Company LLP 401(k) Profit Sharing PlanNovogradac & Company LLP 401…$91MBeacon Mutual Insurance Company 401(k) PlanBeacon Mutual Insurance Comp…$91MCable Television Laboratories, Inc. Profit Sharing PlanCable Television Laboratorie…$91MUnivest Financial Corporation Deferred Salary Savings PlanUnivest Financial Corporatio…$91MStamps. Com, Inc 401(k) Plan$91M
End-of-year total assets ($M) among Beacon Mutual Insurance Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Rhode Island filing particulars

Total Assets (Beginning of Year)$111M
Net Assets (End of Year)$91M
Net Income-$20M
Employer EIN050458697
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Beacon Mutual Insurance Company)

Sponsor-wide plan assets over time

All The Beacon Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$108M 18.892974234476974% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $91.1M $108M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 162 $91M
2023 1 157 $99M
2024 1 157 $108M

Nearby 401(k) Plans in Rhode Island

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

Beacon Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Beacon Mutual Insurance Company 401(k) Plan, Total assets ($B): 0.091144744 · Participants: 162Beacon Mutual Insurance Company 401(k) PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 24.237200876 · Participants: 273274CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 4.980267873 · Participants: 25353Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.504448168 · Participants: 17454Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.458736828 · Participants: 24670Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.429728934 · Participants: 3865Fm Global 401(k) Savings Plan
Beacon Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Beacon Mutual Insurance Company 401(k) Plan side-by-side with 3 peers →

Beacon Mutual Insurance Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Cable Television Laboratories, Inc. Profit Sharing Plan in CO ($91M); by covered participants it is News Communications Inc. 401(k) in TX (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Beacon Mutual Insurance Company 401(k) Plan assets move in 2022? ▼
Beacon Mutual Insurance Company 401(k) Plan declined sharply - down 17.6% during 2022, from $111M to $91M. Reported net income was -$20M.
How have The Beacon Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Beacon Mutual Insurance Company's sponsor-wide assets grew 18.9%, from $91M to $108M.
Where does Beacon Mutual Insurance Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Beacon Mutual Insurance Company 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Beacon Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cable Television Laboratories, Inc. Profit Sharing Plan in CO ($91M, 221 participants).
Which 401(k) plans cover a similar participant headcount to Beacon Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is News Communications Inc. 401(k) in TX (162 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 050458697.

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.