401(k) · DOL Form 5500 · 2022

Beacon Capital Partners, LLC 401(k) Plan

Data updated 2026-08-11

$57M
Total assets
117
Participants
89th
Percentile by assets
$486,875
Avg per participant
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Official DOL plan name: Beacon Capital Partners, LLC 401(k) Plan · Sponsored by Beacon Capital Partners, LLC · Massachusetts · Real Estate

$57M in assets, 117 participants

Beacon Capital Partners, LLC's Beacon Capital Partners, LLC 401(k) Plan reported $57M in total assets and 117 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 139,126 plans)
  • #4,871 in Real Estate (5,057 peers)

Coverage in Massachusetts

Beacon Capital Partners, LLC 401(k) Plan covers 117 participants in Massachusetts, about 18% of the average Massachusetts filer (state average ~659 per filing). Assets: $57M.

$57M
total plan assets (2022 EOY)
117
covered participants
89th
percentile by assets (of 139,126 plans)
$486,875
avg assets per participant

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Beacon Capital Partners, LLC 401(k) Plan sits by total assets

Beacon Capital Partners, LLC 401(k) Plan vs every filed plan by assets

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

$56,964,374 Top 11% higher than 89% of 139,123 filed plans

This plan $0 $2,010,000,000 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

Industry

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Beacon Capital Partners, LLC 401(k) Plan reports 117 participants - about 18% of that state average ($57M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$57M
Net Income-$12M
Employer EIN043506116
Plan Effective Date1998-01-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Beacon Capital Partners, LLC)

$55M$60M$65M$70M$75M 202220232024 $57M $71.8M ▲ +26.0%
Total plan assets by year, all Beacon Capital Partners, LLC plans on file
Year Plans Participants Total Assets
2022 1 117 $57M
2023 1 124 $67M
2024 1 131 $72M

Nearby 401(k) Plans in Massachusetts

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

Beacon Capital Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Beacon Capital Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Beacon Capital Partn…Fidelity Retirement …Liberty Mutual 401(k…Massachusetts Instit…Philips North Americ…Boston Scientific Co…
Beacon Capital Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Beacon Capital Partners, LLC 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Beacon Capital Partners, LLC 401(k) Plan assets move in 2022?
Beacon Capital Partners, LLC 401(k) Plan declined sharply - down 17.2% during 2022, from $69M to $57M. Reported net income was -$12M.
How have Beacon Capital Partners, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Beacon Capital Partners, LLC's sponsor-wide assets grew 26.0%, from $57M to $72M.
Where does Beacon Capital Partners, LLC 401(k) Plan rank by assets among Form 5500 filers?
Beacon Capital Partners, LLC 401(k) Plan ranks in the 89th 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 Beacon Capital Partners, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is M. Holland Company 401(k) Profit Sharing Plan and Trust in IL ($57M, 313 participants).

Next read for Beacon Capital Partners, LLC 401(k) Plan

Filing takeaways

Ways to act on Beacon Capital Partners, LLC 401(k) Plan's numbers.

  • By total assets, Beacon Capital Partners, LLC 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
  • Beacon Capital Partners, LLC's sponsor-wide assets have grown 26.0% since 2022 across 3 plan years on file. More Real Estate plans