401(k) · DOL Form 5500 · 2022

Beyond Finance, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
782
Participants Near avg headcount
69th
Percentile by assets National rank
$15,457
Avg per participant Low balance/head
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Official DOL plan name: Beyond Finance, LLC 401(k) Plan · Sponsored by Beyond Finance, LLC · Texas · Other Services

$12M in assets, 782 participants

Beyond Finance, LLC's Beyond Finance, LLC 401(k) Plan reported $12M in total assets and 782 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,878 in Other Services (8,398 peers)

Beyond Finance, LLC multi-year trail

Beyond Finance, LLC's plans moved +228.7% in assets from 2022 to 2024; this filing shows Beyond Finance, LLC 401(k) Plan at $12M / 782 participants.

#6,878
in Other Services (8,398 peers)
+36.7%
assets growth YoY

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

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

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

$12,087,650 Top 31% higher than 69% 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

Beyond Finance, 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. Beyond Finance, LLC 401(k) Plan sits mid-pack in the medium band (782 participants).

Plan-year Form 5500 strip

Filing strip 274222275 · Beyond Finance, LLC PY 2022 · 401(k)

Beyond Finance, LLC 401(k) Plan · $12M · 782 · 69th

  • RANK $12M
  • RANK 782
  • RANK 69th
  • RANK 401(k)
  • RANK near Btas, Inc. 401(k) Profit Sharing Plan
  • RANK ind #6878

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 Other Services retirement plans → · Plans in Texas →

Beyond Finance, LLC 401(k) Plan in the asset neighbourhood

Beyond Finance, LLC 401(k) PlanBeyond Finance, LLC 401(k) P…$12MBtas, Inc. 401(k) Profit Sharing PlanBtas, Inc. 401(k) Profit Sha…$12MKoniver Stern Group, Inc. 401(k) Plan and TrustKoniver Stern Group, Inc. 40…$12MCapital City Club 401(k) Plan$12MTownley Engineering and Manufacturing Company, Inc. 401(k) PlanTownley Engineering and Manu…$12M
End-of-year total assets ($M) among Beyond Finance, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Beyond Finance, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Beyond Finance, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$40M 228.69224373637556% vs 2022
2024 filing year
$0M$10M$20M$30M$40M$50M 202220232024 $12.1M $39.7M ▲ +228.6%
Year Plans Participants Total Assets
2022 1 782 $12M
2023 1 1,048 $25M
2024 1 2,030 $40M

Beyond Finance, LLC filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN274222275
Plan Effective Date2016-10-21
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Beyond Finance, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Beyond Finance, LLC 401(k) Plan, Total assets ($B): 0.01208765 · Participants: 782Beyond Finance, LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Beyond Finance, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Beyond Finance, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Btas, Inc. 401(k) Profit Sharing Plan in OH ($12M); by covered participants it is Hmr Acquisition Company, Inc. Financial Freedom 401(k) Plan in IN (782 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (782 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 Beyond Finance, LLC 401(k) Plan assets move in 2022? ▼
Beyond Finance, LLC 401(k) Plan surged - up 36.7% during 2022, from $9M to $12M. Reported net income was $3M.
How have Beyond Finance, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beyond Finance, LLC's sponsor-wide assets grew 228.7%, from $12M to $40M.
Which 401(k) plans are similar in size to Beyond Finance, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Btas, Inc. 401(k) Profit Sharing Plan in OH ($12M, 80 participants).
Which 401(k) plans cover a similar participant headcount to Beyond Finance, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hmr Acquisition Company, Inc. Financial Freedom 401(k) Plan in IN (782 participants, $7M 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 274222275.

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.