Profit Sharing · DOL Form 5500 · 2023

Beach Capital Management, LLC Profit Sharing Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
11
Participants Small participant base
71st
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Beach Capital Management, LLC Employees Profit Sharing Plan · Sponsored by Beach Capital Management, LLC · Florida · Professional & Technical Services

$18M in assets, 11 participants

Beach Capital Management, LLC's Beach Capital Management, LLC Employees Profit Sharing Plan reported $18M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,242 in Professional & Technical Services (20,321 peers)

Beach Capital Management, LLC multi-year trail

Beach Capital Management, LLC's plans moved +41.2% in assets from 2022 to 2024; this filing shows Beach Capital Management, LLC Employees Profit Sharing Plan at $18M / 11 participants.

#14,242
in Professional & Technical Services (20,321 peers)
+17.7%
assets growth YoY

Beach Capital Management, LLC Employees Profit Sharing Plan's outsized position by total assets

Beach Capital Management, LLC Employees Profit Sharing Plan vs every filed plan by assets

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

$17,886,216 Top 29% higher than 71% 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

Beach Capital Management, LLC Employees Profit Sharing 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. Beach Capital Management, LLC Employees Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beach Capital Management, LLC Employees Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Beach Capital Management, LLC Employees Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 202550846 · Beach Capital Management, LLC PY 2023 · Profit Sharing

Beach Capital Management, LLC Employees Profit Sharing Plan · $18M · 11 · 71st

  • EIN $18M
  • RANK 11
  • PHOTO 71st
  • IND Profit Sharing
  • EOY near Palmer Lutheran Health Center, Inc. 403(b) Plan
  • 5500 ind #14242

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 Florida →

Beach Capital Management, LLC Employees Profit Sharing Plan in the asset neighbourhood

Michigan Pathology Specialists PC P/S Plan & TrustMichigan Pathology Specialis…$18MOkeefe Drilling Company Profit-Sharing TrustOkeefe Drilling Company Prof…$18MBeach Capital Management, LLC Employees Profit Sharing PlanBeach Capital Management, LL…$18MPalmer Lutheran Health Center, Inc. 403(b) PlanPalmer Lutheran Health Cente…$18MNewport Service Corporation Retirement PlanNewport Service Corporation …$18M
End-of-year total assets ($M) among Beach Capital Management, LLC Employees Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Beach Capital Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Beach Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 41.24194998068732% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $15.2M $21.5M ▲ +41.3%
Year Plans Participants Total Assets
2022 1 11 $15M
2023 1 11 $18M
2024 1 11 $21M

Beach Capital Management, LLC filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN202550846
Plan Effective Date2000-05-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Beach Capital Management, LLC Employees Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Beach Capital Management, LLC Employees Profit Sharing Plan, Total assets ($B): 0.017886216 · Participants: 11Beach Capital Management, LLC Employees Profit Sharing PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Beach Capital Management, LLC Employees Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Beach Capital Management, LLC Employees Profit Sharing Plan side-by-side with 3 peers →

Beach Capital Management, LLC Employees Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Palmer Lutheran Health Center, Inc. 403(b) Plan in IA ($18M); by covered participants it is Schur Sugarman Professional Corp Profit Sharing Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Beach Capital Management, LLC Employees Profit Sharing Plan assets move in 2023? ▼
Beach Capital Management, LLC Employees Profit Sharing Plan grew sharply - up 17.7% during 2023, from $15M to $18M. Reported net income was $3M.
How have Beach Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beach Capital Management, LLC's sponsor-wide assets grew 41.2%, from $15M to $21M.
Which Profit Sharing plans are similar in size to Beach Capital Management, LLC Employees Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Palmer Lutheran Health Center, Inc. 403(b) Plan in IA ($18M, 214 participants).
Which Profit Sharing plans cover a similar participant headcount to Beach Capital Management, LLC Employees Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Schur Sugarman Professional Corp Profit Sharing Plan in CA (11 participants, N/A 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 202550846.

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.