401(k) · DOL Form 5500 · 2022

Beard Holding, Inc. Dba Beard Equipment Company 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
317
Participants Below avg headcount
81st
Percentile by assets National rank
$81,894
Avg per participant Below avg balance/head
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Official DOL plan name: Beard Equipment Company 401(k) Profit Sharing Plan & Trust · Sponsored by Beard Holding, Inc. Dba Beard Equipment Company · Alabama · Retail Trade

$26M in assets, 317 participants

Beard Holding, Inc. Dba Beard Equipment Company's Beard Equipment Company 401(k) Profit Sharing Plan & Trust reported $26M in total assets and 317 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #8,487 in Retail Trade (9,519 peers)

Where Beard Equipment Company 401(k) Profit Sharing Plan & Trust sits by assets

Beard Equipment Company 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $26M for 317 participants (~$81,894/participant), down 15.5% in 2022.

#8,487
in Retail Trade (9,519 peers)
-15.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Beard Equipment Company 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Beard Equipment Company 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$25,960,541 Top 19% higher than 81% 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

Beard Equipment Company 401(k) Profit Sharing Plan & Trust 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. Beard Equipment Company 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (317 participants).

EBSA filing schedule strip

Filing strip 631224274 · Beard Holding, Inc. Dba Beard Equipment Company PY 2022 · 401(k)

Beard Equipment Company 401(k) Profit Sharing Plan & Trust · $26M · 317 · 81st

  • SCH $26M
  • EBSA 317
  • PART 81st
  • TYPE 401(k)
  • NET near Hazmat Environmental/Kenworth Northeast 401(k) Plan
  • BOOK ind #8487

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 Alabama →

Beard Equipment Company 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Beard Equipment Company 401(k) Profit Sharing Plan & TrustBeard Equipment Company 401(…$26MHazmat Environmental/Kenworth Northeast 401(k) PlanHazmat Environmental/Kenwort…$26MUsalliance Federal Credit Union 401(k) PlanUsalliance Federal Credit Un…$26MProlifics, Inc. 401(k) Plan$26MDelta Dental of Kansas, Inc. 401(k) Retirement PlanDelta Dental of Kansas, Inc.…$26M
End-of-year total assets ($M) among Beard Equipment Company 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$26M
Net Income-$5M
Employer EIN631224274
Plan Effective Date1973-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beard Holding, Inc. Dba Beard Equipment Company)

Sponsor-wide plan assets over time

All Beard Holding, Inc. Dba Beard Equipment Company plans reported in each filing year

Latest sponsor-wide plan assets
$39M 48.51975157220337% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $26M $38.6M ▲ +48.5%
Year Plans Participants Total Assets
2022 1 317 $26M
2023 1 384 $33M
2024 1 401 $39M

Nearby 401(k) Plans in Alabama

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

Beard Equipment Company 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Beard Equipment Company 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.025960541 · Participants: 317Beard Equipment Company 401(k) Profit Sharing Plan & TrustRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Beard Equipment Company 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Beard Equipment Company 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Beard Equipment Company 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Hazmat Environmental/Kenworth Northeast 401(k) Plan in NY ($26M); by covered participants it is Skybridge Resources, LLC 401(k) Plan in FL (317 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (317 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 Beard Equipment Company 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Beard Equipment Company 401(k) Profit Sharing Plan & Trust declined sharply - down 15.5% during 2022, from $31M to $26M. Reported net income was -$5M.
How have Beard Holding, Inc. Dba Beard Equipment Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beard Holding, Inc. Dba Beard Equipment Company's sponsor-wide assets grew 48.5%, from $26M to $39M.
Where does Beard Equipment Company 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Beard Equipment Company 401(k) Profit Sharing Plan & Trust ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Beard Equipment Company 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Hazmat Environmental/Kenworth Northeast 401(k) Plan in NY ($26M, 431 participants).
Which 401(k) plans cover a similar participant headcount to Beard Equipment Company 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Skybridge Resources, LLC 401(k) Plan in FL (317 participants, $2M 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 631224274.

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.