401(k) · DOL Form 5500 · 2022

Beales LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
206
Participants Below avg headcount
48th
Percentile by assets National rank
$21,448
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Beales LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Beales LLC · Massachusetts · Professional & Technical Services

$4M in assets, 206 participants

Beales LLC's Beales LLC 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 206 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,859 in Professional & Technical Services (21,562 peers)

Coverage in Massachusetts

Beales LLC 401(k) Profit Sharing Plan & Trust covers 206 participants in Massachusetts, about 31% of the average Massachusetts filer (state average ~659 per filing). Assets: $4M.

#9,859
in Professional & Technical Services (21,562 peers)
-16.2%
assets change YoY

The plan reported a net loss of $853K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Beales LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Beales LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$4,418,273 48th percentile higher than 48% 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

Beales LLC 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. Beales LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (206 participants).

Plan-year Form 5500 strip

Filing strip 113708895 · Beales LLC PY 2022 · 401(k)

Beales LLC 401(k) Profit Sharing Plan & Trust · $4M · 206 · 48th

  • IND $4M
  • IND 206
  • IND 48th
  • IND 401(k)
  • IND near Forbes, Hever & Wallace, Inc. 401(k) Profit Sharing
  • IND ind #9859

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 Massachusetts →

Beales LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Beales LLC 401(k) Profit Sharing Plan & TrustBeales LLC 401(k) Profit Sha…$4MForbes, Hever & Wallace, Inc. 401(k) Profit SharingForbes, Hever & Wallace, Inc…$4MD.H.C.C. Retirement Trust$4MTechnicote, Inc. Employee Retirement PlanTechnicote, Inc. Employee Re…$4MGould Property Company 401(k) PlanGould Property Company 401(k…$4M
End-of-year total assets ($M) among Beales LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$853K
Employer EIN113708895
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beales LLC)

Sponsor-wide plan assets over time

All Beales LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 56.8042988742434% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.42M $6.93M ▲ +56.8%
Year Plans Participants Total Assets
2022 1 206 $4M
2023 1 187 $6M
2024 1 206 $7M

Nearby 401(k) Plans in Massachusetts

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

Beales LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Beales LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.004418273 · Participants: 206Beales LLC 401(k) Profit Sharing Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Beales LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Beales LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Forbes, Hever & Wallace, Inc. 401(k) Profit Sharing in TX ($4M); by covered participants it is Westrec Properties, Inc. & Affiliated Companies 401(k) Plan in CA (206 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (206 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 Beales LLC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Beales LLC 401(k) Profit Sharing Plan & Trust declined sharply - down 16.2% during 2022, from $5M to $4M. Reported net income was -$853K.
How have Beales LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beales LLC's sponsor-wide assets grew 56.8%, from $4M to $7M.
Which 401(k) plans are similar in size to Beales LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Forbes, Hever & Wallace, Inc. 401(k) Profit Sharing in TX ($4M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Beales LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Westrec Properties, Inc. & Affiliated Companies 401(k) Plan in CA (206 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 113708895.

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.