401(k) · DOL Form 5500 · 2023

Beem & Isley, P.C. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 6
Participants Small participant base: 44th
Percentile by assets National rank: $810,294
Avg per participant High balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Beem & Isley, P.C. 401(k) Plan · Sponsored by Beem & Isley, P.C. · Colorado · Professional & Technical Services

$5M in assets, 6 participants

Beem & Isley, P.C.'s Beem & Isley, P.C. 401(k) Plan reported $5M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

#8,450 in Professional & Technical Services (20,321 peers)

Beem & Isley, P.C. multi-year trail

Beem & Isley, P.C.'s plans moved +12.1% in assets from 2022 to 2023; this filing shows Beem & Isley, P.C. 401(k) Plan at $5M / 6 participants.

#8,450
in Professional & Technical Services (20,321 peers): +12.1%
assets growth YoY

Beem & Isley, P.C. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Beem & Isley, P.C. 401(k) Plan vs every filed plan by assets

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

$4,861,766 44th percentile higher than 44% 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

Beem & Isley, P.C. 401(k) 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. Beem & Isley, P.C. 401(k) Plan is a micro filing (6 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Beem & Isley, P.C. 401(k) Plan reported net income rose from -$808K in the plan year 2022 filing to $524K in the plan year 2023 filing.
Beem & Isley, P.C. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 010775017 · Beem & Isley, P.C. PY 2023 · 401(k)

Beem & Isley, P.C. 401(k) Plan · $5M · 6 · 44th

EBSA $5M
EBSA 6
EBSA 44th
EBSA 401(k)
EBSA near Panacea Consulting 401(k) Plan
EBSA ind #8450

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 Colorado →

End-of-year total assets ($M) among Beem & Isley, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Beem & Isley, P.C. multi-year asset trail

Latest sponsor-wide plan assets: $5M 12.088762341711961% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	6	$4M
2023	1	6	$5M

Beem & Isley, P.C. filing trail (2023)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$524K
Employer EIN	010775017
Plan Effective Date	1989-07-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Beem & Isley, P.C. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants

Davita Retirement Savings Plan $3.3B · 57,711
Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
Woodward Retirement Savings Plan $1.8B · 5,847
Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491

Compare Beem & Isley, P.C. 401(k) Plan side-by-side with 3 peers →

Beem & Isley, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Panacea Consulting 401(k) Plan in VA ($5M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Panacea Consulting 401(k) Plan (VA) $5M · 16
Village Travel, LLC Profit Sharing 401(k) Plan (KS) $5M · 417
Avalon Copy Centers of America, Inc. 401(k) Profit Sharing Plan (NY) $5M · 135
Billmyr Enterprises/Finishing Center 401(k) Plan (TX) $5M · 100

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

Gears Over Gravity, Inc. 401(k) Plan (CA) 6 · 0 off
Shockco Oil Tools Inc. 401(k) Plan (UT) 6 · 0 off
Gaylord Nelson Insurance Agency, Inc. 401(k) Profit Sharing Plan & Trust (IL) 6 · 0 off
Br3 Enterprises Inc 401(k) Plan (MO) 6 · 0 off

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 Beem & Isley, P.C. 401(k) Plan assets move in 2023? ▼

Beem & Isley, P.C. 401(k) Plan grew at a solid clip - up 12.1% during 2023, from $4M to $5M. Reported net income was $524K.

How have Beem & Isley, P.C. plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Beem & Isley, P.C.'s sponsor-wide assets grew 12.1%, from $4M to $5M.

Which 401(k) plans are similar in size to Beem & Isley, P.C. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Panacea Consulting 401(k) Plan in VA ($5M, 16 participants).

Which 401(k) plans cover a similar participant headcount to Beem & Isley, P.C. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K 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 010775017.