401(k) · DOL Form 5500 · 2023
Beecher, Field, Walker, Morris, Hoffman & Johnson, P.C. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 33
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $267,186
- Avg per participant High balance/head
Official DOL plan name: Beecher, Field, Walker, Morris, Hoffman & Johnson 401(k) Plan · Sponsored by Beecher, Field, Walker, Morris, Hoffman & Johnson, P.C. · Iowa · Professional & Technical Services
$9M in assets, 33 participants
Beecher, Field, Walker, Morris, Hoffman & Johnson, P.C.'s Beecher, Field, Walker, Morris, Hoffman & Johnson 401(k) Plan reported $9M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.
- #11,042 in Professional & Technical Services (20,321 peers)
Beecher, Field, Walker, Morris, Hoffman & Johnson, P.C. multi-year trail
Beecher, Field, Walker, Morris, Hoffman & Johnson, P.C.'s plans moved +26.6% in assets from 2022 to 2024; this filing shows Beecher, Field, Walker, Morris, Hoffman & Johnson 401(k) Plan at $9M / 33 participants.
- #11,042
- in Professional & Technical Services (20,321 peers)
- +4.0%
- assets growth YoY
Beecher, Field, Walker, Morris, Hoffman & Johnson 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Beecher, Field, Walker, Morris, Hoffman & Johnson 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,817,143 Top 44% higher than 56% 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
Beecher, Field, Walker, Morris, Hoffman & Johnson 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. Beecher, Field, Walker, Morris, Hoffman & Johnson 401(k) Plan is a small filing (33 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Beecher, Field, Walker, Morris, Hoffman & Johnson 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $338K in the plan year 2023 filing.
- Beecher, Field, Walker, Morris, Hoffman & Johnson 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Beecher, Field, Walker, Morris, Hoffman & Johnson 401(k) Plan reported participants fell from 34 in the plan year 2022 filing to 33 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 421397036 · Beecher, Field, Walker, Morris, Hoffman & Johnson, P.C. PY 2023 · 401(k)
Beecher, Field, Walker, Morris, Hoffman & Johnson 401(k) Plan · $9M · 33 · 56th
- BOOK $9M
- VS-ST 33
- BOY 56th
- SCH 401(k)
- EBSA near Kreider Farms 401(k) Plan
- PART ind #11042
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 Iowa →
Beecher, Field, Walker, Morris, Hoffman & Johnson 401(k) Plan in the asset neighbourhood
Beecher, Field, Walker, Morris, Hoffman & Johnson, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Beecher, Field, Walker, Morris, Hoffman & Johnson, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 26.62501230938149% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 34 | $8M |
| 2023 | 1 | 33 | $9M |
| 2024 | 1 | 34 | $11M |
Beecher, Field, Walker, Morris, Hoffman & Johnson, P.C. filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $338K |
| Employer EIN | 421397036 |
| Plan Effective Date | 1990-07-11 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Beecher, Field, Walker, Morris, Hoffman & Johnson 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Kreider Farms 401(k) Plan in PA ($9M); by covered participants it is Taylor Automotive Group 401(k) Plan in TN (33 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Kreider Farms 401(k) Plan (PA) $9M · 348
- Barmakian Jewelers 401(k) Plan (NH) $9M · 54
- Visifi, Inc 401(k) Plan (AL) $9M · 75
- Evans Roofing Company, Inc. Profit Sharing 401(k) Plan (NY) $9M · 117
Similar participant headcount
Nearest other-state filings by covered participants (33 participants); asset peers above are excluded.
- Taylor Automotive Group 401(k) Plan (TN) 33 · 0 off
- Rmsource, Inc. 401(k) Plan (NC) 33 · 0 off
- Cascades Technologies 401(k) Plan and Trust (VA) 33 · 0 off
- Baldwin Metals Company, Inc. 401(k) Plan (TX) 33 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.