401(k) · DOL Form 5500 · 2023

Beta Technologies 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
404
Participants Below avg headcount
62nd
Percentile by assets National rank
$29,015
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Beta Technologies 401(k) Plan · Sponsored by Beta Technologies · Vermont · Manufacturing

$12M in assets, 404 participants

Beta Technologies's Beta Technologies 401(k) Plan reported $12M in total assets and 404 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #9,178 in Manufacturing (18,722 peers)

Beta Technologies multi-year trail

Beta Technologies's plans moved +248.0% in assets from 2022 to 2024; this filing shows Beta Technologies 401(k) Plan at $12M / 404 participants.

#9,178
in Manufacturing (18,722 peers)
+101.5%
assets growth YoY

Beta Technologies 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Beta Technologies 401(k) Plan vs every filed plan by assets

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

$11,722,046 Top 38% higher than 62% 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

Beta Technologies 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beta Technologies 401(k) Plan sits mid-pack in the medium band (404 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beta Technologies 401(k) Plan reported net income rose from $3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Beta Technologies 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Beta Technologies 401(k) Plan reported participants rose from 294 in the plan year 2022 filing to 404 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 831276474 · Beta Technologies PY 2023 · 401(k)

Beta Technologies 401(k) Plan · $12M · 404 · 62nd

  • PCT $12M
  • EIN 404
  • RANK 62nd
  • PHOTO 401(k)
  • IND near Distribution Services Retirement Plan
  • EOY ind #9178

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 Manufacturing retirement plans → · Plans in Vermont →

Beta Technologies 401(k) Plan in the asset neighbourhood

Beta Technologies 401(k) Plan$12MDistribution Services Retirement PlanDistribution Services Retire…$12MIntegrated Axis Technology Group 401(k) & Employee Stock Ownership PlanIntegrated Axis Technology G…$12MGamus LLC 401(k) Profit Sharing Plan and TrustGamus LLC 401(k) Profit Shar…$12MBenicia Arsenal 401(k) Plan$12M
End-of-year total assets ($M) among Beta Technologies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Beta Technologies multi-year asset trail

Sponsor-wide plan assets over time

All Beta Technologies plans reported in each filing year

Latest sponsor-wide plan assets
$20M 247.99144148100604% vs 2022
2024 filing year
$0M$5M$10M$15M$20M$25M 202220232024 $5.82M $20.3M ▲ +247.9%
Year Plans Participants Total Assets
2022 1 294 $6M
2023 1 404 $12M
2024 1 547 $20M

Beta Technologies filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$12M
Net Income$6M
Employer EIN831276474
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Vermont

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

Beta Technologies 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Beta Technologies 401(k) Plan, Total assets ($B): 0.011722046 · Participants: 404Beta Technologies 401(k) PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.965024862 · Participants: 11162The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.297587487 · Participants: 1219National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.220116247 · Participants: 519Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.153493813 · Participants: 551Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.135534492 · Participants: 442Incentive Retirement Plan for Employees of PC Construction Company
Beta Technologies 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Beta Technologies 401(k) Plan side-by-side with 3 peers →

Beta Technologies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Distribution Services Retirement Plan in TX ($12M); by covered participants it is Bradley Caldwell, Inc. 401(k) Retirement Savings Plan in PA (404 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (404 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 Beta Technologies 401(k) Plan assets move in 2023? ▼
Beta Technologies 401(k) Plan surged - up 101.5% during 2023, from $6M to $12M. Reported net income was $6M.
How have Beta Technologies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beta Technologies's sponsor-wide assets grew 248.0%, from $6M to $20M.
Which 401(k) plans are similar in size to Beta Technologies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Distribution Services Retirement Plan in TX ($12M, 343 participants).
Which 401(k) plans cover a similar participant headcount to Beta Technologies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bradley Caldwell, Inc. 401(k) Retirement Savings Plan in PA (404 participants, $27M 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 831276474.

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.