401(k) · DOL Form 5500 · 2022

Beams, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
370
Participants Below avg headcount
75th
Percentile by assets National rank
$46,466
Avg per participant Low balance/head
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Official DOL plan name: Beams, LLC 401(k) Plan · Sponsored by Beams, LLC · Iowa · Professional & Technical Services

$17M in assets, 370 participants

Beams, LLC's Beams, LLC 401(k) Plan reported $17M in total assets and 370 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #16,123 in Professional & Technical Services (21,562 peers)

Where Beams, LLC 401(k) Plan sits by assets

Beams, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $17M for 370 participants (~$46,466/participant), down 12.0% in 2022.

#16,123
in Professional & Technical Services (21,562 peers)
-12.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Beams, LLC 401(k) Plan's outsized position by total assets

Beams, LLC 401(k) Plan vs every filed plan by assets

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

$17,192,550 Top 25% higher than 75% 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

Beams, LLC 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. Beams, LLC 401(k) Plan sits mid-pack in the medium band (370 participants).

Plan-year Form 5500 strip

Filing strip 844172492 · Beams, LLC PY 2022 · 401(k)

Beams, LLC 401(k) Plan · $17M · 370 · 75th

  • ASSETS $17M
  • ASSETS 370
  • ASSETS 75th
  • ASSETS 401(k)
  • ASSETS near Loeb Electric Company 401(k) Profit Sharing Plan & Trust
  • ASSETS ind #16123

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 Iowa →

Beams, LLC 401(k) Plan in the asset neighbourhood

Beams, LLC 401(k) Plan$17MLoeb Electric Company 401(k) Profit Sharing Plan & TrustLoeb Electric Company 401(k)…$17MM. Bohlke Veneer Corporation Profit Sharing & 401(k) PlanM. Bohlke Veneer Corporation…$17MScott Industrial Systems, Inc Profit Sharing 401(k) PlanScott Industrial Systems, In…$17MMaster Lock Company Savings Plan for Hourly Paid Union Employees PlanMaster Lock Company Savings …$17M
End-of-year total assets ($M) among Beams, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN844172492
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beams, LLC)

Sponsor-wide plan assets over time

All Beams, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$28M 60.92954215634098% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.2M $27.7M ▲ +61.0%
Year Plans Participants Total Assets
2022 1 370 $17M
2023 1 409 $21M
2024 1 692 $28M

Nearby 401(k) Plans in Iowa

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

Beams, LLC 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Beams, LLC 401(k) Plan, Total assets ($B): 0.01719255 · Participants: 370Beams, LLC 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Beams, LLC 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Beams, LLC 401(k) Plan side-by-side with 3 peers →

Beams, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Loeb Electric Company 401(k) Profit Sharing Plan & Trust in OH ($17M); by covered participants it is Spirit of Texas Bank 401(k) Retirement Plan in TX (370 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (370 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 Beams, LLC 401(k) Plan assets move in 2022? ▼
Beams, LLC 401(k) Plan pulled back noticeably - down 12.0% during 2022, from $20M to $17M. Reported net income was -$2M.
How have Beams, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beams, LLC's sponsor-wide assets grew 60.9%, from $17M to $28M.
Where does Beams, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Beams, LLC 401(k) Plan ranks in the 75th 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 Beams, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Loeb Electric Company 401(k) Profit Sharing Plan & Trust in OH ($17M, 282 participants).
Which 401(k) plans cover a similar participant headcount to Beams, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spirit of Texas Bank 401(k) Retirement Plan in TX (370 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 844172492.

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.