401(k) · DOL Form 5500 · 2023

The Becket Fund for Religious Liberty 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
45
Participants Small participant base
38th
Percentile by assets National rank
$77,779
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Becket Fund 401(k) Plan · Sponsored by The Becket Fund for Religious Liberty · District of Columbia · Other Services

$4M in assets, 45 participants

The Becket Fund for Religious Liberty's Becket Fund 401(k) Plan reported $4M in total assets and 45 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #4,820 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Becket Fund 401(k) Plan ranks #4,820 of 7,857 2023 filers by assets (573% of the sector average)-$4M for 45 participants.

#4,820
in Other Services (7,857 peers)
+37.8%
assets growth YoY

Becket Fund 401(k) Plan's mid-pack asset rank among Other Services and all filers

Becket Fund 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,500,033 38th percentile higher than 38% of 127,068 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 2023

Becket Fund 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Becket Fund 401(k) Plan is a small filing (45 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Becket Fund 401(k) Plan reported net income rose from -$171K in the plan year 2022 filing to $960K in the plan year 2023 filing.
  • Becket Fund 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Becket Fund 401(k) Plan reported participants rose from 44 in the plan year 2022 filing to 45 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 521858532 · The Becket Fund for Religious Liberty PY 2023 · 401(k)

Becket Fund 401(k) Plan · $4M · 45 · 38th

  • BOOK $4M
  • VS-ST 45
  • BOY 38th
  • SCH 401(k)
  • EBSA near Angel Studios Inc 401(k) Profit Sharing Plan & Trust
  • PART ind #4820

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 District of Columbia →

Becket Fund 401(k) Plan in the asset neighbourhood

Becket Fund 401(k) Plan$4MAngel Studios Inc 401(k) Profit Sharing Plan & TrustAngel Studios Inc 401(k) Pro…$3MMgt 401(k)$3MGugino & Mortimer, PLC Profit Sharing PlanGugino & Mortimer, PLC Profi…$3MSti Firearms 401(k) Plan$4M
End-of-year total assets ($M) among Becket Fund 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$960K
Employer EIN521858532
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Becket Fund for Religious Liberty)

Sponsor-wide plan assets over time

All The Becket Fund for Religious Liberty plans reported in each filing year

Latest sponsor-wide plan assets
$5M 84.06292711961554% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.54M $4.68M ▲ +84.3%
Year Plans Participants Total Assets
2022 1 44 $3M
2023 1 45 $4M
2024 1 48 $5M

Nearby 401(k) Plans in District of Columbia

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

Becket Fund 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Becket Fund 401(k) Plan, Total assets ($B): 0.003500033 · Participants: 45Becket Fund 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Becket Fund 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants

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

Outside District of Columbia, the nearest 401(k) by assets is Angel Studios Inc 401(k) Profit Sharing Plan & Trust in UT ($3M); by covered participants it is First National Financial Services 401(k) Plan in MN (45 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (45 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Becket Fund 401(k) Plan assets move in 2023?
Becket Fund 401(k) Plan surged - up 37.8% during 2023, from $3M to $4M. Reported net income was $960K.
How have The Becket Fund for Religious Liberty plan assets changed over time?
Across 3 plan years on file (2022-2024), The Becket Fund for Religious Liberty's sponsor-wide assets grew 84.1%, from $3M to $5M.
Which 401(k) plans are similar in size to Becket Fund 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Angel Studios Inc 401(k) Profit Sharing Plan & Trust in UT ($3M, 139 participants).
Which 401(k) plans cover a similar participant headcount to Becket Fund 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is First National Financial Services 401(k) Plan in MN (45 participants, $7M in assets).