Profit Sharing · DOL Form 5500 · 2023
Beach Capital Management, LLC Profit Sharing Plan
Data updated 2026-08-11
- $18M
- Total assets
- 11
- Participants
- 71st
- Percentile by assets
- $1.6M
- Avg per participant
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.
- 71st percentile by assets (of 127,072 plans)
- #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.
- $18M
- total plan assets (2023 EOY)
- 11
- covered participants
- 71st
- percentile by assets (of 127,072 plans)
- $1.6M
- avg assets per participant
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.
Beach Capital Management, LLC across 3 plan years on file
Across the 3 plan years Beach Capital Management, LLC has on file (2022-2024), sponsor-wide plan assets have moved from $15M to $21M, a gain of 41.2%, while reported participants moved from 11 to 11 (+0.0%). Peak year by sponsor assets: 2024 ($21M); trough: 2022 ($15M).
Beach Capital Management, LLC multi-year asset trail
| 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 EIN | 202550846 |
| Plan Effective Date | 2000-05-01 |
| Filing Status | FILING 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
- Retirement Wealth Builder Plan of Pwc $4.9B · 44,753
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.2B · 15,503
- Orlando Health, Inc. Retirement Savings Plan 401a $441M · 26,077
- Shands Health Care Matched Savings Account 401(a) $421M · 9,825
- American Maritime Officers Defined Contribution Plan $314M · 4,371
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Beach Capital Management, LLC Employees Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Beach Capital Management, LLC Employees Profit Sharing Plan's numbers.
- By total assets, Beach Capital Management, LLC Employees Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Florida. Compare plans
- Beach Capital Management, LLC's sponsor-wide assets have grown 41.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans