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
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 EIN | 050398907 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beta Group Inc.)
| 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
- The Bank of America Transferred Savings Account Plan $1.0B · 5,057
- Century Drywall, Inc. Employee Stock Ownership Plan $65M · 43
- Thielsch Engineering, Inc. Employee Stock Ownership Plan $58M · 481
- Newport Harbor Corporation Employee Stock Ownership Plan $53M · 1,057
- Marine Acoustics, Inc. Employee Stock Ownership Plan $4M · 40
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
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Filing takeaways
Ways to act on Beta Group, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Beta Group, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Rhode Island. Compare plans
- Beta Group Inc.'s sponsor-wide assets have grown 44.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans