Profit Sharing · DOL Form 5500 · 2023

Judith Beckman Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
35th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Judith Beckman Defind Contribution Plan · Sponsored by Judith Beckman · New York · Finance & Insurance

$3M in assets, 2 participants

Judith Beckman's Judith Beckman Defind Contribution Plan reported $3M in total assets and 2 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.

  • #2,164 in Finance & Insurance (8,869 peers)

Judith Beckman multi-year trail

Judith Beckman's plans moved +38.1% in assets from 2023 to 2024; this filing shows Judith Beckman Defind Contribution Plan at $3M / 2 participants.

#2,164
in Finance & Insurance (8,869 peers)
+47.4%
assets growth YoY

Judith Beckman Defind Contribution Plan's mid-pack asset rank among Finance & Insurance and all filers

Judith Beckman Defind Contribution Plan vs every filed plan by assets

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

$2,896,658 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

Judith Beckman Defind Contribution 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. Judith Beckman Defind Contribution Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 061436759 · Judith Beckman PY 2023 · Profit Sharing

Judith Beckman Defind Contribution Plan · $3M · 2 · 35th

  • RANK $3M
  • PHOTO 2
  • IND 35th
  • EOY Profit Sharing
  • 5500 near University Dermatopathology, PLLC Profit Sharing Plan
  • ASSETS ind #2164

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 Finance & Insurance retirement plans → · Plans in New York →

Judith Beckman Defind Contribution Plan in the asset neighbourhood

Judith Beckman Defind Contribution PlanJudith Beckman Defind Contri…$3MUniversity Dermatopathology, PLLC Profit Sharing PlanUniversity Dermatopathology,…$3MCez Automotive Inc. Retirement PlanCez Automotive Inc. Retireme…$3MJohn a Mazzotta Inc. Pension Transfer Trust PlanJohn a Mazzotta Inc. Pension…$3MA - V Equipment Rentals, Inc. Profit Sharing PlanA - V Equipment Rentals, Inc…$3M
End-of-year total assets ($M) among Judith Beckman Defind Contribution Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Judith Beckman multi-year asset trail

Sponsor-wide plan assets over time

All Judith Beckman plans reported in each filing year

Latest sponsor-wide plan assets
$4M 38.05309429004045% vs 2023
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 20232024 $2.9M $4M ▲ +37.9%
Year Plans Participants Total Assets
2023 1 2 $3M
2024 1 2 $4M

Judith Beckman filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$932K
Employer EIN061436759
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Judith Beckman Defind Contribution Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Judith Beckman Defind Contribution Plan, Total assets ($B): 0.002896658 · Participants: 2Judith Beckman Defind Contribution PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Judith Beckman Defind Contribution Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Judith Beckman Defind Contribution Plan side-by-side with 3 peers →

Judith Beckman Defind Contribution Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is University Dermatopathology, PLLC Profit Sharing Plan in KY ($3M); 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 Judith Beckman Defind Contribution Plan assets move in 2023? ▼
Judith Beckman Defind Contribution Plan surged - up 47.4% during 2023, from $2M to $3M. Reported net income was $932K.
How have Judith Beckman plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Judith Beckman's sponsor-wide assets grew 38.1%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Judith Beckman Defind Contribution Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is University Dermatopathology, PLLC Profit Sharing Plan in KY ($3M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Judith Beckman Defind Contribution 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 061436759.

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.