Profit Sharing · DOL Form 5500 · 2023

Beyond Savings Impact Inc. Profit Sharing Plan

Data updated 2026-08-25

$129K
Total assets Small plan by assets
2
Participants Small participant base
8th
Percentile by assets National rank
$64,377
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Beyond Savings Impact Inc. Retirement Plan · Sponsored by Beyond Savings Impact Inc. · Indiana · Professional & Technical Services

$129K in assets, 2 participants

Beyond Savings Impact Inc.'s Beyond Savings Impact Inc. Retirement Plan reported $129K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,299 in Professional & Technical Services (20,321 peers)

2023 asset change

Beyond Savings Impact Inc. Retirement Plan grew sharply 28.6% in 2023 ($100K → $129K) for 2 participants.

#1,299
in Professional & Technical Services (20,321 peers)
+28.6%
assets growth YoY

Beyond Savings Impact Inc. Retirement Plan among the smaller filed plans by assets

Beyond Savings Impact Inc. Retirement Plan vs every filed plan by assets

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

$128,754 8th percentile higher than 8% 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

Beyond Savings Impact Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beyond Savings Impact Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beyond Savings Impact Inc. Retirement Plan reported net income fell from $73K in the plan year 2022 filing to $29K in the plan year 2023 filing.
  • Beyond Savings Impact Inc. Retirement Plan end-of-year assets rose from $100K in the plan year 2022 filing to $129K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 853048931 · Beyond Savings Impact Inc. PY 2023 · Profit Sharing

Beyond Savings Impact Inc. Retirement Plan · $129K · 2 · 8th

  • RANK $129K
  • RANK 2
  • RANK 8th
  • RANK Profit Sharing
  • RANK near Brunner Consulting Corporation Profit Sharing Plan
  • RANK ind #1299

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 Indiana →

Beyond Savings Impact Inc. Retirement Plan in the asset neighbourhood

Beyond Savings Impact Inc. Retirement PlanBeyond Savings Impact Inc. R…$129KBrunner Consulting Corporation Profit Sharing PlanBrunner Consulting Corporati…$129KRrq Urological Institute, P. S. C. Profit Sharing Retirement PlanRrq Urological Institute, P.…$129KCook Brother Enterprise Corp. Retirement PlanCook Brother Enterprise Corp…$128KMcdougal Automotive Group, Inc Retirement PlanMcdougal Automotive Group, I…$129K
End-of-year total assets ($M) among Beyond Savings Impact Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Beyond Savings Impact Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Beyond Savings Impact Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$106K 5.5513368770233% vs 2022
2024 filing year
$0.09M$0.1M$0.11M$0.12M$0.13M$0.14M 202220232024 $0.1M $0.11M ▲ +10.0%
Year Plans Participants Total Assets
2022 1 2 $100K
2023 1 2 $129K
2024 1 2 $106K

2023 asset-move particulars

Total Assets (Beginning of Year)$100K
Net Assets (End of Year)$129K
Net Income$29K
Employer EIN853048931
Plan Effective Date2020-09-22
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Indiana

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Beyond Savings Impact Inc. Retirement Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Beyond Savings Impact Inc. Retirement Plan, Total assets ($B): 0.000128754 · Participants: 2Beyond Savings Impact Inc. Retirement PlanUniversity of Notre Dame 403(b) Retirement Plan, Total assets ($B): 2.360767219 · Participants: 9969University of Notre Dame 403(b) Retirement PlanIndiana State Council of Plasterers & Cement Mason Pension Fund, Total assets ($B): 0.321097243 · Participants: 1127Indiana State Council of Plasterers & Cement Mason Pension FundI.B.E.W. Local Union 481 Defined Contribution Plan, Total assets ($B): 0.268369786 · Participants: 2820I.B.E.W. Local Union 481 Defined Contribution PlanCfni Retirement Plan, Total assets ($B): 0.206190521 · Participants: 6110Cfni Retirement PlanDo It Best Corp. Restated Employees' Savings & Profit Sharing Plan, Total assets ($B): 0.177440898 · Participants: 1818Do It Best Corp. Restated Employees' Savings & Profit Sharing Plan
Beyond Savings Impact Inc. Retirement Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants
Compare Beyond Savings Impact Inc. Retirement Plan side-by-side with 3 peers →

Beyond Savings Impact Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Indiana, the nearest Profit Sharing by assets is Brunner Consulting Corporation Profit Sharing Plan in WI ($129K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Beyond Savings Impact Inc. Retirement Plan assets move in 2023? ▼
Beyond Savings Impact Inc. Retirement Plan grew sharply - up 28.6% during 2023, from $100K to $129K. Reported net income was $29K.
How have Beyond Savings Impact Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beyond Savings Impact Inc.'s sponsor-wide assets grew 5.6%, from $100K to $106K.
Where does Beyond Savings Impact Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Beyond Savings Impact Inc. Retirement Plan ranks in the 8th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Beyond Savings Impact Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Brunner Consulting Corporation Profit Sharing Plan in WI ($129K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Beyond Savings Impact Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 853048931.

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.