401(k) · DOL Form 5500 · 2023

J. D. Beam, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
26
Participants Small participant base
35th
Percentile by assets National rank
$112,175
Avg per participant Below avg balance/head
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Official DOL plan name: J. D. Beam, Inc. Savings Plan · Sponsored by J. D. Beam, Inc. · North Carolina · Construction

$3M in assets, 26 participants

J. D. Beam, Inc.'s J. D. Beam, Inc. Savings Plan reported $3M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,999 in Construction (9,030 peers)

J. D. Beam, Inc. multi-year trail

J. D. Beam, Inc.'s plans moved -10.5% in assets from 2022 to 2024; this filing shows J. D. Beam, Inc. Savings Plan at $3M / 26 participants.

#2,999
in Construction (9,030 peers)
-22.9%
assets change YoY

The plan reported a net loss of $865K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J. D. Beam, Inc. Savings Plan's mid-pack asset rank among Construction and all filers

J. D. Beam, Inc. Savings Plan vs every filed plan by assets

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

$2,916,559 35th percentile higher than 35% 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

J. D. Beam, Inc. Savings 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. J. D. Beam, Inc. Savings Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J. D. Beam, Inc. Savings Plan reported net income rose from -$2M in the plan year 2022 filing to -$865K in the plan year 2023 filing.
  • J. D. Beam, Inc. Savings Plan end-of-year assets fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • J. D. Beam, Inc. Savings Plan reported participants fell from 27 in the plan year 2022 filing to 26 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 561337203 · J. D. Beam, Inc. PY 2023 · 401(k)

J. D. Beam, Inc. Savings Plan · $3M · 26 · 35th

  • IND $3M
  • IND 26
  • IND 35th
  • IND 401(k)
  • IND near Frank Lynn & Associates, Inc. Profit Sharing and 401(k) Plan
  • IND ind #2999

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 Construction retirement plans → · Plans in North Carolina →

J. D. Beam, Inc. Savings Plan in the asset neighbourhood

J. D. Beam, Inc. Savings Plan$3MFrank Lynn & Associates, Inc. Profit Sharing and 401(k) PlanFrank Lynn & Associates, Inc…$3MJ. a. Sutherland, Inc. Dba Taco Bell Retirement PlanJ. a. Sutherland, Inc. Dba T…$3MOjo Caliente Holdings, Inc. 401(k) Profit Sharing PlanOjo Caliente Holdings, Inc. …$3MCalifornia Fish Grill, LLC 401(k) PlanCalifornia Fish Grill, LLC 4…$3M
End-of-year total assets ($M) among J. D. Beam, Inc. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

J. D. Beam, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All J. D. Beam, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 10.519831435180924% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $3.78M $3.38M ▼ -10.6%
Year Plans Participants Total Assets
2022 1 27 $4M
2023 1 26 $3M
2024 1 34 $3M

J. D. Beam, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$865K
Employer EIN561337203
Plan Effective Date1986-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

J. D. Beam, Inc. Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants J. D. Beam, Inc. Savings Plan, Total assets ($B): 0.002916559 · Participants: 26J. D. Beam, Inc. Savings PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
J. D. Beam, Inc. Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare J. D. Beam, Inc. Savings Plan side-by-side with 3 peers →

J. D. Beam, Inc. Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Frank Lynn & Associates, Inc. Profit Sharing and 401(k) Plan in IL ($3M); by covered participants it is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 J. D. Beam, Inc. Savings Plan assets move in 2023? ▼
J. D. Beam, Inc. Savings Plan declined sharply - down 22.9% during 2023, from $4M to $3M. Reported net income was -$865K.
How have J. D. Beam, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. D. Beam, Inc.'s sponsor-wide assets declined 10.5%, from $4M to $3M.
Which 401(k) plans are similar in size to J. D. Beam, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Frank Lynn & Associates, Inc. Profit Sharing and 401(k) Plan in IL ($3M, 4 participants).
Which 401(k) plans cover a similar participant headcount to J. D. Beam, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants, $13M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 561337203.

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.