Defined Benefit (Pension) · DOL Form 5500 · 2022

Beachfleischman PLLC Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
146
Participants Small participant base
62nd
Percentile by assets National rank
$60,412
Avg per participant Low balance/head
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Official DOL plan name: Beachfleischman PLLC Employees' Cash Balance Plan · Sponsored by Beachfleischman PLLC · Arizona · Professional & Technical Services

$9M in assets, 146 participants

Beachfleischman PLLC's Beachfleischman PLLC Employees' Cash Balance Plan reported $9M in total assets and 146 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #13,112 in Professional & Technical Services (21,562 peers)

Coverage in Arizona

Beachfleischman PLLC Employees' Cash Balance Plan covers 146 participants in Arizona, about 26% of the average Arizona filer (state average ~564 per filing). Assets: $9M.

#13,112
in Professional & Technical Services (21,562 peers)
-6.9%
assets change YoY

The plan reported a net loss of $651K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Beachfleischman PLLC Employees' Cash Balance Plan's mid-pack asset rank among Professional & Technical Services and all filers

Beachfleischman PLLC Employees' Cash Balance Plan vs every filed plan by assets

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

$8,820,114 Top 38% higher than 62% 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

Beachfleischman PLLC Employees' Cash Balance 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. Beachfleischman PLLC Employees' Cash Balance Plan sits mid-pack in the medium band (146 participants).

EBSA filing schedule strip

Filing strip 860683059 · Beachfleischman PLLC PY 2022 · Defined Benefit (Pension)

Beachfleischman PLLC Employees' Cash Balance Plan · $9M · 146 · 62nd

  • NET $9M
  • BOOK 146
  • VS-ST 62nd
  • BOY Defined Benefit (Pension)
  • SCH near Utah Bakers Pension Trust Fund
  • EBSA ind #13112

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 Professional & Technical Services retirement plans → · Plans in Arizona →

Beachfleischman PLLC Employees' Cash Balance Plan in the asset neighbourhood

Little Village School Defined Benefit PlanLittle Village School Define…$9MWoodland Pulp LLC Pension PlanWoodland Pulp LLC Pension Pl…$9MBeachfleischman PLLC Employees' Cash Balance PlanBeachfleischman PLLC Employe…$9MUtah Bakers Pension Trust FundUtah Bakers Pension Trust Fu…$9MEagle Leasing Company Cash Balance Pension PlanEagle Leasing Company Cash B…$9M
End-of-year total assets ($M) among Beachfleischman PLLC Employees' Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income-$651K
Employer EIN860683059
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beachfleischman PLLC)

Sponsor-wide plan assets over time

All Beachfleischman PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$63M 24.307048305258927% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $50.3M $62.5M ▲ +24.3%
Year Plans Participants Total Assets
2022 2 325 $50M
2023 2 354 $56M
2024 2 395 $63M

Nearby Defined Benefit (Pension) Plans in Arizona

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Beachfleischman PLLC Employees' Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Beachfleischman PLLC Employees' Cash Balance Plan, Total assets ($B): 0.008820114 · Participants: 146Beachfleischman PLLC Employees' Cash Balance PlanPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.218517042 · Participants: 5840Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.527412379 · Participants: 4802Salt River Project Employees' Retirement PlanFreeport Minerals Corporation Retirement Plan, Total assets ($B): 1.392187623 · Participants: 2788Freeport Minerals Corporation Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 0.96033994 · Participants: 25673Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.591298167 · Participants: 2609Avnet Pension Plan
Beachfleischman PLLC Employees' Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Beachfleischman PLLC Employees' Cash Balance Plan side-by-side with 3 peers →

Beachfleischman PLLC Employees' Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Utah Bakers Pension Trust Fund in UT ($9M); by covered participants it is St. Joseph Hospital Retirement Income Plan in NY (146 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Beachfleischman PLLC Employees' Cash Balance Plan assets move in 2022? ▼
Beachfleischman PLLC Employees' Cash Balance Plan pulled back noticeably - down 6.9% during 2022, from $9M to $9M. Reported net income was -$651K.
How have Beachfleischman PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beachfleischman PLLC's sponsor-wide assets grew 24.3%, from $50M to $63M.
Which Defined Benefit (Pension) plans are similar in size to Beachfleischman PLLC Employees' Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Utah Bakers Pension Trust Fund in UT ($9M, 124 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Beachfleischman PLLC Employees' Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is St. Joseph Hospital Retirement Income Plan in NY (146 participants, $26M 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 860683059.

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.