401(k) · DOL Form 5500 · 2022

Beveridge & Diamond, P.C. 401(k) Plan

Data updated 2026-08-25

$111M
Total assets Near avg plan size
138
Participants Small participant base
93rd
Percentile by assets National rank
$801,660
Avg per participant High balance/head
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Official DOL plan name: Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' · Sponsored by Beveridge & Diamond, P.C. · District of Columbia · Professional & Technical Services

$111M in assets, 138 participants

Beveridge & Diamond, P.C.'s Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' reported $111M in total assets and 138 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #20,361 in Professional & Technical Services (21,562 peers)

Coverage in District of Columbia

Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' covers 138 participants in District of Columbia, about 9% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $111M.

#20,361
in Professional & Technical Services (21,562 peers)
-15.7%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a''s outsized position by total assets

Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' vs every filed plan by assets

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

$110,629,080 Top 7% higher than 93% 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

Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' 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. Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' sits mid-pack in the medium band (138 participants).

Form 5500 schedule snapshot

Filing strip 521247549 · Beveridge & Diamond, P.C. PY 2022 · 401(k)

Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' · $111M · 138 · 93rd

  • EIN $111M
  • RANK 138
  • PHOTO 93rd
  • IND 401(k)
  • EOY near Chobani Global Holdings, LLC 401(k) Profit Sharing Plan & Trust
  • 5500 ind #20361

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 District of Columbia →

Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' in the asset neighbourhood

Magic Leap Inc. 401(k) Plan$111MChobani Global Holdings, LLC 401(k) Profit Sharing Plan & TrustChobani Global Holdings, LLC…$111MBeveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a'Beveridge & Diamond, P.C. 40…$111MTrace 3 401(k) Plan$111MVeeam Software Corporation 401(k) PlanVeeam Software Corporation 4…$111M
End-of-year total assets ($M) among Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

District of Columbia filing particulars

Total Assets (Beginning of Year)$131M
Net Assets (End of Year)$111M
Net Income-$21M
Employer EIN521247549
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beveridge & Diamond, P.C.)

Sponsor-wide plan assets over time

All Beveridge & Diamond, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$137M 23.40222389990046% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $111M $137M ▲ +23.4%
Year Plans Participants Total Assets
2022 1 138 $111M
2023 1 143 $125M
2024 1 147 $137M

Nearby 401(k) Plans in District of Columbia

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

Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a', Total assets ($B): 0.11062908 · Participants: 138Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a'Danaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.87010808 · Participants: 29923Danaher Corporation & Subsidiaries Savings PlanRevised Profit Sharing Plan for Emp. of Geico, Total assets ($B): 5.095464369 · Participants: 41527Revised Profit Sharing Plan for Emp. of GeicoFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.215368612 · Participants: 7402Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 1.789959309 · Participants: 3697Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.343084758 · Participants: 1883Hogan Lovells US LLP Retirement Savings Plan
Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' side-by-side with 3 peers →

Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a''s out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Chobani Global Holdings, LLC 401(k) Profit Sharing Plan & Trust in NY ($111M); by covered participants it is Capital Pumping, LP 401(k) Profit Sharing Plan in TX (138 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($111M here).

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' assets move in 2022? ▼
Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' declined sharply - down 15.7% during 2022, from $131M to $111M. Reported net income was -$21M.
How have Beveridge & Diamond, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beveridge & Diamond, P.C.'s sponsor-wide assets grew 23.4%, from $111M to $137M.
Where does Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' rank by assets among Form 5500 filers? ▼
Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a'? ▼
Among 401(k) plans in other states, the closest by assets is Chobani Global Holdings, LLC 401(k) Profit Sharing Plan & Trust in NY ($111M, 2,267 participants).
Which 401(k) plans cover a similar participant headcount to Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a'? ▼
Among 401(k) plans in other states, the closest by covered participants is Capital Pumping, LP 401(k) Profit Sharing Plan in TX (138 participants, N/A 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 521247549.

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.