401(k) · DOL Form 5500 · 2022

Beyond Basics 401(k) Plan

Data updated 2026-08-25

$302K
Total assets Small plan by assets
140
Participants Small participant base
14th
Percentile by assets National rank
$2,161
Avg per participant Low balance/head
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Official DOL plan name: Beyond Basics 401(k) Profit Sharing Plan & Trust · Sponsored by Beyond Basics · Michigan · Professional & Technical Services

$302K in assets, 140 participants

Beyond Basics's Beyond Basics 401(k) Profit Sharing Plan & Trust reported $302K in total assets and 140 participants in its 2022 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,373 in Professional & Technical Services (21,562 peers)

Coverage in Michigan

Beyond Basics 401(k) Profit Sharing Plan & Trust covers 140 participants in Michigan, about 22% of the average Michigan filer (state average ~638 per filing). Assets: $302K.

#2,373
in Professional & Technical Services (21,562 peers)
+46.9%
assets growth YoY

Beyond Basics 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Beyond Basics 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$302,475 14th percentile higher than 14% 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 Basics 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. Beyond Basics 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (140 participants).

Form 5500 schedule snapshot

Filing strip 752993015 · Beyond Basics PY 2022 · 401(k)

Beyond Basics 401(k) Profit Sharing Plan & Trust · $302K · 140 · 14th

  • PHOTO $302K
  • PHOTO 140
  • PHOTO 14th
  • PHOTO 401(k)
  • PHOTO near Raleigh Hills Management LLC 401(k) Profit Sharing Plan & Trust
  • PHOTO ind #2373

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 Michigan →

Beyond Basics 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Beyond Basics 401(k) Profit Sharing Plan & TrustBeyond Basics 401(k) Profit …$302KRaleigh Hills Management LLC 401(k) Profit Sharing Plan & TrustRaleigh Hills Management LLC…$303KLisa J Martin Ventures, Inc. 401(k) Profit Sharing PlanLisa J Martin Ventures, Inc.…$303KDallo International Corporation 401(k) Profit Sharing PlanDallo International Corporat…$302KFiretower Farms, Inc. 401(k) Profit Sharing PlanFiretower Farms, Inc. 401(k)…$302K
End-of-year total assets ($M) among Beyond Basics 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$206K
Net Assets (End of Year)$302K
Net Income$97K
Employer EIN752993015
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beyond Basics)

Sponsor-wide plan assets over time

All Beyond Basics plans reported in each filing year

Latest sponsor-wide plan assets
$861K 184.62087775849244% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M 20222024 $0.3M $0.86M ▲ +186.7%
Year Plans Participants Total Assets
2022 1 140 $302K
2024 1 256 $861K

Nearby 401(k) Plans in Michigan

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

Beyond Basics 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Beyond Basics 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000302475 · Participants: 140Beyond Basics 401(k) Profit Sharing Plan & TrustGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Beyond Basics 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Beyond Basics 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

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

Outside Michigan, the nearest 401(k) by assets is Raleigh Hills Management LLC 401(k) Profit Sharing Plan & Trust in OR ($303K); by covered participants it is Dot Leasing Inc 401(k) Profit Sharing Plan & Trust in TX (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Basics 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Beyond Basics 401(k) Profit Sharing Plan & Trust surged - up 46.9% during 2022, from $206K to $302K. Reported net income was $97K.
How have Beyond Basics plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Beyond Basics's sponsor-wide assets grew 184.6%, from $302K to $861K.
Where does Beyond Basics 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Beyond Basics 401(k) Profit Sharing Plan & Trust ranks in the 14th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Beyond Basics 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Raleigh Hills Management LLC 401(k) Profit Sharing Plan & Trust in OR ($303K, 69 participants).
Which 401(k) plans cover a similar participant headcount to Beyond Basics 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Dot Leasing Inc 401(k) Profit Sharing Plan & Trust in TX (140 participants, $584K 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 752993015.

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.