401(k) · DOL Form 5500 · 2022

Beneficial State Bancorp, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
198
Participants Below avg headcount
73rd
Percentile by assets National rank
$77,925
Avg per participant Below avg balance/head
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Official DOL plan name: Beneficial State Bancorp, Inc. 401(k) Plan · Sponsored by Beneficial State Bancorp, Inc. · California · Finance & Insurance

$15M in assets, 198 participants

Beneficial State Bancorp, Inc.'s Beneficial State Bancorp, Inc. 401(k) Plan reported $15M in total assets and 198 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,380 in Finance & Insurance (9,261 peers)

Coverage in California

Beneficial State Bancorp, Inc. 401(k) Plan covers 198 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $15M.

#5,380
in Finance & Insurance (9,261 peers)
-5.7%
assets change YoY

The plan reported a net loss of $926K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Beneficial State Bancorp, Inc. 401(k) Plan's outsized position by total assets

Beneficial State Bancorp, Inc. 401(k) Plan vs every filed plan by assets

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

$15,429,120 Top 27% higher than 73% 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

Beneficial State Bancorp, Inc. 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. Beneficial State Bancorp, Inc. 401(k) Plan sits mid-pack in the medium band (198 participants).

Published 5500 schedule card

Filing strip 205619288 · Beneficial State Bancorp, Inc. PY 2022 · 401(k)

Beneficial State Bancorp, Inc. 401(k) Plan · $15M · 198 · 73rd

  • EIN $15M
  • EIN 198
  • EIN 73rd
  • EIN 401(k)
  • EIN near American Integrity 401(k) Plan
  • EIN ind #5380

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 Finance & Insurance retirement plans → · Plans in California →

Beneficial State Bancorp, Inc. 401(k) Plan in the asset neighbourhood

Beneficial State Bancorp, Inc. 401(k) PlanBeneficial State Bancorp, In…$15MAmerican Integrity 401(k) PlanAmerican Integrity 401(k) Pl…$15MIlluminate Operations Inc. 401(k) PlanIlluminate Operations Inc. 4…$15MElford, Inc. 401(k) Plan$15MBallston Spa National Bank Supplemental Retirement Savings PlanBallston Spa National Bank S…$15M
End-of-year total assets ($M) among Beneficial State Bancorp, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$15M
Net Income-$926K
Employer EIN205619288
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beneficial State Bancorp, Inc.)

Sponsor-wide plan assets over time

All Beneficial State Bancorp, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 65.30294015472042% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $15.4M $25.5M ▲ +65.3%
Year Plans Participants Total Assets
2022 1 198 $15M
2023 1 237 $21M
2024 1 268 $26M

Nearby 401(k) Plans in California

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

Beneficial State Bancorp, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Beneficial State Bancorp, Inc. 401(k) Plan, Total assets ($B): 0.01542912 · Participants: 198Beneficial State Bancorp, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Beneficial State Bancorp, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Beneficial State Bancorp, Inc. 401(k) Plan side-by-side with 3 peers →

Beneficial State Bancorp, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is American Integrity 401(k) Plan in FL ($15M); by covered participants it is Carparts Distribution Center, Inc. Profit Sharing Plan in NH (198 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (198 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 Beneficial State Bancorp, Inc. 401(k) Plan assets move in 2022? ▼
Beneficial State Bancorp, Inc. 401(k) Plan pulled back noticeably - down 5.7% during 2022, from $16M to $15M. Reported net income was -$926K.
How have Beneficial State Bancorp, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beneficial State Bancorp, Inc.'s sponsor-wide assets grew 65.3%, from $15M to $26M.
Which 401(k) plans are similar in size to Beneficial State Bancorp, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Integrity 401(k) Plan in FL ($15M, 224 participants).
Which 401(k) plans cover a similar participant headcount to Beneficial State Bancorp, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carparts Distribution Center, Inc. Profit Sharing Plan in NH (198 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 205619288.

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.