401(k) · DOL Form 5500 · 2022
Beall's Inc. 401(k) Plan
Data updated 2026-08-25
- $92M
- Total assets Below avg plan size
- 8,437
- Participants Very large workforce
- 92nd
- Percentile by assets National rank
- $10,952
- Avg per participant Low balance/head
Official DOL plan name: Beall's Employees' Savings Trust · Sponsored by Beall's Inc. · Florida · Retail Trade
$92M in assets, 8,437 participants
Beall's Inc.'s Beall's Employees' Savings Trust reported $92M in total assets and 8,437 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.
- #9,125 in Retail Trade (9,519 peers)
Coverage in Florida
Beall's Employees' Savings Trust covers 8,437 participants in Florida, 13x the typical Florida plan (state average ~628 per filing). Assets: $92M.
- #9,125
- in Retail Trade (9,519 peers)
- -14.3%
- assets change YoY
- 0.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Beall's Employees' Savings Trust's outsized position by total assets
Beall's Employees' Savings Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$92,401,442 Top 8% higher than 92% 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
Beall's Employees' Savings Trust's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beall's Employees' Savings Trust lands in the large band (8,437 participants).
Form 5500 schedule snapshot
Filing strip 590243800 · Beall's Inc. PY 2022 · 401(k)
Beall's Employees' Savings Trust · $92M · 8,437 · 92nd
- EIN $92M
- RANK 8,437
- PHOTO 92nd
- IND 401(k)
- EOY near Bsi Group America, Inc. 401(k) Savings Plan
- 5500 ind #9125
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 Retail Trade retirement plans → · Plans in Florida →
Beall's Employees' Savings Trust in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $108M |
|---|---|
| Net Assets (End of Year) | $92M |
| Net Income | -$15M |
| Employer EIN | 590243800 |
| Plan Effective Date | 1967-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beall's Inc.)
Sponsor-wide plan assets over time
All Beall's Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $118M 27.938283690421194% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8,437 | $92M |
| 2023 | 1 | 9,967 | $107M |
| 2024 | 1 | 10,519 | $118M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Scale composition for Beall's Employees' Savings Trust
Beall's Employees' Savings Trust reports $92M in end-of-year assets across 8,437 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $10,952 per participant (8% of the national average assets-per-participant) . Net income for plan year 2022 was -$15M.
This plan identity (EIN 590243800, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $92M to $118M (+27.9%) while covered participants moved from 8,437 to 10,519 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,437 | $92M | This page |
| 2023 | 9,967 | $107M | Open filing |
| 2024 · index core | 10,519 | $118M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Beall's Employees' Savings Trust (401(k), $118M, 10,519 participants)
Beall's Employees' Savings Trust's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Bsi Group America, Inc. 401(k) Savings Plan in VA ($92M); by covered participants it is Fortune Brands Innovations Hourly Employee Retirement Savings Plan in IL (8,434 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($92M here).
- Bsi Group America, Inc. 401(k) Savings Plan (VA) $92M · 970
- Btig, LLC 401(k) Plan (CA) $92M · 589
- Sculptor Capital 401(k) Plan (NY) $92M · 285
- J-W Power Company Employee Profit Sharing Trust and 401(k) Plan (TX) $92M · 535
Similar participant headcount
Nearest other-state filings by covered participants (8,437 participants); asset peers above are excluded.
- Fortune Brands Innovations Hourly Employee Retirement Savings Plan (IL) 8,434 · 3 off
- Hsbc - North America (U. S.) Tax Reduction Investment Plan (IL) 8,442 · 5 off
- Teamsters Tforce Freight 401(k) Plan (VA) 8,445 · 8 off
- Teamsters Tforce Freight 401(k) Plan (VA) 8,445 · 8 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.