401(k) · DOL Form 5500 · 2023

Beneficial State Foundation 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
21
Participants Small participant base
38th
Percentile by assets National rank
$163,925
Avg per participant Above avg balance/head
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Official DOL plan name: Beneficial State Foundation 401(k) Plan · Sponsored by Beneficial State Foundation · California · Other Services

$3M in assets, 21 participants

Beneficial State Foundation's Beneficial State Foundation 401(k) Plan reported $3M in total assets and 21 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.

  • #4,810 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Beneficial State Foundation 401(k) Plan ranks #4,810 of 7,857 2023 filers by assets (583% of the sector average)-$3M for 21 participants.

#4,810
in Other Services (7,857 peers)
+24.6%
assets growth YoY

Beneficial State Foundation 401(k) Plan's mid-pack asset rank among Other Services and all filers

Beneficial State Foundation 401(k) Plan vs every filed plan by assets

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

$3,442,422 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

Beneficial State Foundation 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. Beneficial State Foundation 401(k) Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beneficial State Foundation 401(k) Plan reported net income rose from -$281K in the plan year 2022 filing to $679K in the plan year 2023 filing.
  • Beneficial State Foundation 401(k) Plan reported participants fell from 32 in the plan year 2022 filing to 21 in the plan year 2023 filing.
  • Beneficial State Foundation 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 205253663 · Beneficial State Foundation PY 2023 · 401(k)

Beneficial State Foundation 401(k) Plan · $3M · 21 · 38th

  • ASSETS $3M
  • ASSETS 21
  • ASSETS 38th
  • ASSETS 401(k)
  • ASSETS near Municipal Associates Individual 401(k) Plan
  • ASSETS ind #4810

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 California →

Beneficial State Foundation 401(k) Plan in the asset neighbourhood

Beneficial State Foundation 401(k) PlanBeneficial State Foundation …$3MMunicipal Associates Individual 401(k) PlanMunicipal Associates Individ…$3MRoserock Veterinary Hospital 401(k) PlanRoserock Veterinary Hospital…$3MMomo Holdings LLC 401(k) Plan$3MPsh Corp. D/B/a John Herbert Company Profit Sharing Plan and TrustPsh Corp. D/B/a John Herbert…$3M
End-of-year total assets ($M) among Beneficial State Foundation 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)$3M
Net Income$679K
Employer EIN205253663
Plan Effective Date2008-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beneficial State Foundation)

Sponsor-wide plan assets over time

All Beneficial State Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$4M 46.58506898463133% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.76M $4.05M ▲ +46.7%
Year Plans Participants Total Assets
2022 1 32 $3M
2023 1 21 $3M
2024 1 22 $4M

Nearby 401(k) Plans in California

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

Beneficial State Foundation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Beneficial State Foundation 401(k) Plan, Total assets ($B): 0.003442422 · Participants: 21Beneficial State Foundation 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Beneficial State Foundation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Beneficial State Foundation 401(k) Plan side-by-side with 3 peers →

Beneficial State Foundation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Municipal Associates Individual 401(k) Plan in OH ($3M); by covered participants it is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Beneficial State Foundation 401(k) Plan assets move in 2023? ▼
Beneficial State Foundation 401(k) Plan grew sharply - up 24.6% during 2023, from $3M to $3M. Reported net income was $679K.
How have Beneficial State Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beneficial State Foundation's sponsor-wide assets grew 46.6%, from $3M to $4M.
Which 401(k) plans are similar in size to Beneficial State Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Municipal Associates Individual 401(k) Plan in OH ($3M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Beneficial State Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants, $10M 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 205253663.

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.