401(k) · DOL Form 5500 · 2023
Beacon of Light Financial Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $263,661
- Avg per participant High balance/head
Official DOL plan name: Gregory L Schaffer and Companies 401(k) Plan 3205 Mount Read Blvd. Rochester, Ny 14616 · Sponsored by Beacon of Light Financial Services, Inc. · New York · Professional & Technical Services
$1M in assets, 4 participants
Beacon of Light Financial Services, Inc.'s Gregory L Schaffer and Companies 401(k) Plan 3205 Mount Read Blvd. Rochester, Ny 14616 reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.
- #3,935 in Professional & Technical Services (20,321 peers)
Beacon of Light Financial Services, Inc. multi-year trail
Beacon of Light Financial Services, Inc.'s plans moved +28.4% in assets from 2022 to 2024; this filing shows Gregory L Schaffer and Companies 401(k) Plan 3205 Mount Read Blvd. Rochester, Ny 14616 at $1M / 4 participants.
- #3,935
- in Professional & Technical Services (20,321 peers)
- +9.8%
- assets growth YoY
Gregory L Schaffer and Companies 401(k) Plan 3205 Mount Read Blvd. Rochester, Ny 14616 among the smaller filed plans by assets
Gregory L Schaffer and Companies 401(k) Plan 3205 Mount Read Blvd. Rochester, Ny 14616 vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,054,643 24th percentile higher than 24% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Gregory L Schaffer and Companies 401(k) Plan 3205 Mount Read Blvd. Rochester, Ny 14616 among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gregory L Schaffer and Companies 401(k) Plan 3205 Mount Read Blvd. Rochester, Ny 14616 is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Gregory L Schaffer and Companies 401(k) Plan 3205 Mount Read Blvd. Rochester, Ny 14616 reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.
- Gregory L Schaffer and Companies 401(k) Plan 3205 Mount Read Blvd. Rochester, Ny 14616 end-of-year assets rose from $961K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Gregory L Schaffer and Companies 401(k) Plan 3205 Mount Read Blvd. Rochester, Ny 14616 reported net income rose from $85K in the plan year 2022 filing to $92K in the plan year 2023 filing.
DOL schedule card
Filing strip 271550928 · Beacon of Light Financial Services, Inc. PY 2023 · 401(k)
Gregory L Schaffer and Companies 401(k) Plan 3205 Mount Read Blvd. Rochester, Ny 14616 · $1M · 4 · 24th
- PHOTO $1M
- PHOTO 4
- PHOTO 24th
- PHOTO 401(k)
- PHOTO near Council on Aging & All Care, Inc. 401(k) Retirement & Savings Plan
- PHOTO ind #3935
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 New York →
Gregory L Schaffer and Companies 401(k) Plan 3205 Mount Read Blvd. Rochester, Ny 14616 in the asset neighbourhood
Beacon of Light Financial Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Beacon of Light Financial Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 28.42124658041897% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $961K |
| 2023 | 1 | 4 | $1M |
| 2024 | 1 | 3 | $1M |
Beacon of Light Financial Services, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $961K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $92K |
| Employer EIN | 271550928 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Gregory L Schaffer and Companies 401(k) Plan 3205 Mount Read Blvd. Rochester, Ny 14616's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Council on Aging & All Care, Inc. 401(k) Retirement & Savings Plan in WV ($1M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
- Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
- Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.