401(k) · DOL Form 5500 · 2022

Beam Technologies Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
316
Participants Below avg headcount
68th
Percentile by assets National rank
$37,253
Avg per participant Low balance/head
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Official DOL plan name: Beam Technologies 401(k) Plan · Sponsored by Beam Technologies Inc. · Ohio · Finance & Insurance

$12M in assets, 316 participants

Beam Technologies Inc.'s Beam Technologies 401(k) Plan reported $12M in total assets and 316 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,797 in Finance & Insurance (9,261 peers)

Coverage in Ohio

Beam Technologies 401(k) Plan covers 316 participants in Ohio, about 41% of the average Ohio filer (state average ~765 per filing). Assets: $12M.

#4,797
in Finance & Insurance (9,261 peers)
+13.7%
assets growth YoY

Beam Technologies 401(k) Plan's outsized position by total assets

Beam Technologies 401(k) Plan vs every filed plan by assets

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

$11,772,000 Top 32% higher than 68% 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

Beam Technologies 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. Beam Technologies 401(k) Plan sits mid-pack in the medium band (316 participants).

EBSA filing schedule strip

Filing strip 371764683 · Beam Technologies Inc. PY 2022 · 401(k)

Beam Technologies 401(k) Plan · $12M · 316 · 68th

  • NET $12M
  • BOOK 316
  • VS-ST 68th
  • BOY 401(k)
  • SCH near Livewell Alliance, Inc. 401(k) Plan
  • EBSA ind #4797

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 Ohio →

Beam Technologies 401(k) Plan in the asset neighbourhood

Beam Technologies 401(k) Plan$12MLivewell Alliance, Inc. 401(k) PlanLivewell Alliance, Inc. 401(…$12MEarth Mechanics, Inc. Profit Sharing PlanEarth Mechanics, Inc. Profit…$12MPeace River Center for Personal Development, Inc. 401(k) PlanPeace River Center for Perso…$12MEmployee Benefit Plan of Universal NutritionEmployee Benefit Plan of Uni…$12M
End-of-year total assets ($M) among Beam Technologies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN371764683
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beam Technologies Inc.)

Sponsor-wide plan assets over time

All Beam Technologies Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 43.228355419639826% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.8M $16.9M ▲ +43.2%
Year Plans Participants Total Assets
2022 1 316 $12M
2023 1 398 $16M
2024 1 328 $17M

Nearby 401(k) Plans in Ohio

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

Beam Technologies 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Beam Technologies 401(k) Plan, Total assets ($B): 0.011772 · Participants: 316Beam Technologies 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Beam Technologies 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Beam Technologies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Livewell Alliance, Inc. 401(k) Plan in CT ($12M); by covered participants it is Granular, Inc. 401(k) Plan in DE (316 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (316 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 Beam Technologies 401(k) Plan assets move in 2022?
Beam Technologies 401(k) Plan grew at a solid clip - up 13.7% during 2022, from $10M to $12M. Reported net income was $1M.
How have Beam Technologies Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Beam Technologies Inc.'s sponsor-wide assets grew 43.2%, from $12M to $17M.
Which 401(k) plans are similar in size to Beam Technologies 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Livewell Alliance, Inc. 401(k) Plan in CT ($12M, 181 participants).
Which 401(k) plans cover a similar participant headcount to Beam Technologies 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Granular, Inc. 401(k) Plan in DE (316 participants, N/A in assets).