401(k) · DOL Form 5500 · 2023
Beveridge Business Systems, Inc. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $354,982
- Avg per participant High balance/head
Official DOL plan name: Beveridge Business Systems, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Beveridge Business Systems, Inc. · Illinois · Professional & Technical Services
$1M in assets, 3 participants
Beveridge Business Systems, Inc.'s Beveridge Business Systems, Inc. 401(k) Profit Sharing Plan and Trust reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.
- #3,957 in Professional & Technical Services (20,321 peers)
Beveridge Business Systems, Inc. multi-year trail
Beveridge Business Systems, Inc.'s plans moved +24.9% in assets from 2022 to 2024; this filing shows Beveridge Business Systems, Inc. 401(k) Profit Sharing Plan and Trust at $1M / 3 participants.
- #3,957
- in Professional & Technical Services (20,321 peers)
- +12.6%
- assets growth YoY
Beveridge Business Systems, Inc. 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets
Beveridge Business Systems, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,064,947 24th percentile higher than 24% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Beveridge Business Systems, Inc. 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beveridge Business Systems, Inc. 401(k) Profit Sharing Plan and Trust is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Beveridge Business Systems, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$84K in the plan year 2022 filing to $119K in the plan year 2023 filing.
- Beveridge Business Systems, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $946K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 363286119 · Beveridge Business Systems, Inc. PY 2023 · 401(k)
Beveridge Business Systems, Inc. 401(k) Profit Sharing Plan and Trust · $1M · 3 · 24th
- BOOK $1M
- BOOK 3
- BOOK 24th
- BOOK 401(k)
- BOOK near Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan
- BOOK ind #3957
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 Illinois →
Beveridge Business Systems, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Beveridge Business Systems, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Beveridge Business Systems, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 24.9050246005322% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $946K |
| 2023 | 1 | 3 | $1M |
| 2024 | 1 | 3 | $1M |
Beveridge Business Systems, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $946K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $119K |
| Employer EIN | 363286119 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Beveridge Business Systems, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan in TX ($1M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- Sarah J. Morris, D.D.S., P.L.L.C. 401(k) Plan (TX) $1M · 10
- Farris Fab. & Machine 401(k) Plan (NC) $1M · 155
- Ikey 401(k) Plan (TX) $1M · 17
- Pearl Business Inc 401(k) Plan (OH) $1M · 2
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
- Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
- Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
- J K B Solutions Retirement Plan (TX) 3 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.