401(k) · DOL Form 5500 · 2022

The Beacon Mutual Insurance Company 401(k) Plan

Data updated 2026-08-11

$91M
Total assets
162
Participants
92nd
Percentile by assets
$562,622
Avg per participant
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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.

  • 92nd percentile by assets (of 139,126 plans)
  • #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.

$91M
total plan assets (2022 EOY)
162
covered participants
92nd
percentile by assets (of 139,126 plans)
$562,622
avg assets per participant

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.

Where Beacon Mutual Insurance Company 401(k) Plan sits 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 $2,010,000,000 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

State
Rhode Island
Industry
Finance & Insurance

Participants vs Rhode Island filers

In Rhode Island, the average filing covers about 1,449 participants across 434 plans. Beacon Mutual Insurance Company 401(k) Plan reports 162 participants - about 11% of that state average ($91M EOY assets).

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)

$80M$90M$100M$110M$120M 202220232024 $91.1M $108M ▲ +18.9%
Total plan assets by year, all The Beacon Mutual Insurance Company plans on file
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 ($B) Participants Beacon Mutual Insura…, Total assets ($B): 0.091144744 · Participants: 162Beacon Mutual Insura…CVS Health Future Fu…, Total assets ($B): 24.237200876 · Participants: 273274CVS Health Future Fu…Textron Savings Plan, Total assets ($B): 4.980267873 · Participants: 25353Textron Savings PlanCfg Retirement Savin…, Total assets ($B): 2.504448168 · Participants: 17454Cfg Retirement Savin…Unfi 401(k) Plan, Total assets ($B): 2.458736828 · Participants: 24670Unfi 401(k) PlanFm Global 401(k) Sav…, Total assets ($B): 1.429728934 · Participants: 3865Fm Global 401(k) Sav…
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) P… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Beacon Mutual Insurance Company 401(k) Plan by total assets, not by location.

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).

Next read for Beacon Mutual Insurance Company 401(k) P…

Filing takeaways

Ways to act on Beacon Mutual Insurance Company 401(k) Plan's numbers.

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.