401(k) · DOL Form 5500 · 2022

Beverly Farm Foundation Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
231
Participants Below avg headcount
44th
Percentile by assets National rank
$15,290
Avg per participant Low balance/head
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Official DOL plan name: Beverly Farm Foundation 401(k) Plan · Sponsored by Beverly Farm Foundation Inc. · Illinois · Healthcare & Social Assistance

$4M in assets, 231 participants

Beverly Farm Foundation Inc.'s Beverly Farm Foundation 401(k) Plan reported $4M in total assets and 231 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #9,613 in Healthcare & Social Assistance (20,060 peers)

Coverage in Illinois

Beverly Farm Foundation 401(k) Plan covers 231 participants in Illinois, about 30% of the average Illinois filer (state average ~779 per filing). Assets: $4M.

#9,613
in Healthcare & Social Assistance (20,060 peers)
-27.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Beverly Farm Foundation 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Beverly Farm Foundation 401(k) Plan vs every filed plan by assets

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

$3,531,957 44th percentile higher than 44% 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

Beverly Farm Foundation 401(k) Plan 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. Beverly Farm Foundation 401(k) Plan sits mid-pack in the medium band (231 participants).

DOL schedule card

Filing strip 370765971 · Beverly Farm Foundation Inc. PY 2022 · 401(k)

Beverly Farm Foundation 401(k) Plan · $4M · 231 · 44th

  • SCH $4M
  • SCH 231
  • SCH 44th
  • SCH 401(k)
  • SCH near Yotel Management USA Co LLC 401(k) Profit Sharing Plan and Trust
  • SCH ind #9613

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

Beverly Farm Foundation 401(k) Plan in the asset neighbourhood

Beverly Farm Foundation 401(k) PlanBeverly Farm Foundation 401(…$4MYotel Management USA Co LLC 401(k) Profit Sharing Plan and TrustYotel Management USA Co LLC …$4MJeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing PlanJeffrey N. Kaplan, M.D., LLC…$4MVilla Park Landscape 401(k) Profit Sharing PlanVilla Park Landscape 401(k) …$4MTskp Studio, LLC 401(k) Plan$4M
End-of-year total assets ($M) among Beverly Farm Foundation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN370765971
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beverly Farm Foundation Inc.)

Sponsor-wide plan assets over time

All Beverly Farm Foundation Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 8.679692306559792% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M$3.8M$4M 202220232024 $3.53M $3.23M ▼ -8.5%
Year Plans Participants Total Assets
2022 1 231 $4M
2023 1 238 $4M
2024 1 207 $3M

Nearby 401(k) Plans in Illinois

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

Beverly Farm Foundation 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Beverly Farm Foundation 401(k) Plan, Total assets ($B): 0.003531957 · Participants: 231Beverly Farm Foundation 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Beverly Farm Foundation 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Beverly Farm Foundation 401(k) Plan side-by-side with 3 peers →

Beverly Farm Foundation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Yotel Management USA Co LLC 401(k) Profit Sharing Plan and Trust in NY ($4M); by covered participants it is Thousandeyes, Inc. 401(k) Retirement Plan in CA (231 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (231 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 Beverly Farm Foundation 401(k) Plan assets move in 2022? ▼
Beverly Farm Foundation 401(k) Plan declined sharply - down 27.6% during 2022, from $5M to $4M. Reported net income was -$1M.
How have Beverly Farm Foundation Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beverly Farm Foundation Inc.'s sponsor-wide assets declined 8.7%, from $4M to $3M.
Which 401(k) plans are similar in size to Beverly Farm Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Yotel Management USA Co LLC 401(k) Profit Sharing Plan and Trust in NY ($4M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Beverly Farm Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Thousandeyes, Inc. 401(k) Retirement Plan in CA (231 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 370765971.

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.