ESOP · DOL Form 5500 · 2022

Beta Group Inc. ESOP

Data updated 2026-08-11

$18M
Total assets
166
Participants
76th
Percentile by assets
$109,115
Avg per participant
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Official DOL plan name: Beta Group, Inc. Employee Stock Ownership Plan · Sponsored by Beta Group Inc. · Rhode Island · Professional & Technical Services

$18M in assets, 166 participants

Beta Group Inc.'s Beta Group, Inc. Employee Stock Ownership Plan reported $18M in total assets and 166 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • 76th percentile by assets (of 139,126 plans)
  • #16,349 in Professional & Technical Services (21,562 peers)

Coverage in Rhode Island

Beta Group, Inc. Employee Stock Ownership Plan covers 166 participants in Rhode Island, about 11% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $18M.

$18M
total plan assets (2022 EOY)
166
covered participants
76th
percentile by assets (of 139,126 plans)
$109,115
avg assets per participant

Participants vs Rhode Island filers

In Rhode Island, the average filing covers about 1,449 participants across 434 plans. Beta Group, Inc. Employee Stock Ownership Plan reports 166 participants - about 11% of that state average ($18M EOY assets).

Rhode Island filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN050398907
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beta Group Inc.)

$40M$50M$60M$70M$80M 202220232024 $49.9M $72.3M ▲ +44.9%
Total plan assets by year, all Beta Group Inc. plans on file
Year Plans Participants Total Assets
2022 2 323 $50M
2023 2 320 $62M
2024 2 343 $72M

Nearby ESOP Plans in Rhode Island

Peer ESOP plans, same state, same plan type, ranked by total assets.

Beta Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Rhode Island, assets vs. participants

Beta Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Beta Group, Inc. Emp…The Bank of America …Century Drywall, Inc…Thielsch Engineering…Newport Harbor Corpo…Marine Acoustics, In…
Beta Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Rhode Island, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Beta Group, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Beta Group, Inc. Employee Stock Ownership Plan assets move in 2022?
Beta Group, Inc. Employee Stock Ownership Plan grew at a solid clip - up 13.1% during 2022, from $16M to $18M. Reported net income was $2M.
How have Beta Group Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Beta Group Inc.'s sponsor-wide assets grew 44.9%, from $50M to $72M.
Where does Beta Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Beta Group, Inc. Employee Stock Ownership Plan ranks in the 76th 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 ESOP plans are similar in size to Beta Group, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Bank of Marin Employee Stock Ownership Plan in CA ($18M, 277 participants).

Next read for Beta Group, Inc. Employee Stock Ownershi…

Filing takeaways

Ways to act on Beta Group, Inc. Employee Stock Ownership Plan's numbers.