401(k) · DOL Form 5500 · 2023

Becker & Poliakoff, P.a. 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
289
Participants Below avg headcount
85th
Percentile by assets National rank
$162,600
Avg per participant Above avg balance/head
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Official DOL plan name: Becker & Poliakoff, P.a. 401(k) Profit Sharing Plan · Sponsored by Becker & Poliakoff, P.a. · Florida · Professional & Technical Services

$47M in assets, 289 participants

Becker & Poliakoff, P.a.'s Becker & Poliakoff, P.a. 401(k) Profit Sharing Plan reported $47M in total assets and 289 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,474 in Professional & Technical Services (20,321 peers)

Coverage in Florida

Becker & Poliakoff, P.a. 401(k) Profit Sharing Plan covers 289 participants in Florida, about 46% of the average Florida filer (state average ~628 per filing). Assets: $47M.

#17,474
in Professional & Technical Services (20,321 peers)
+19.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Becker & Poliakoff, P.a. 401(k) Profit Sharing Plan's outsized position by total assets

Becker & Poliakoff, P.a. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$46,991,406 Top 15% higher than 85% 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

Becker & Poliakoff, P.a. 401(k) Profit Sharing 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. Becker & Poliakoff, P.a. 401(k) Profit Sharing Plan sits mid-pack in the medium band (289 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Becker & Poliakoff, P.a. 401(k) Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Becker & Poliakoff, P.a. 401(k) Profit Sharing Plan end-of-year assets rose from $39M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • Becker & Poliakoff, P.a. 401(k) Profit Sharing Plan reported participants rose from 254 in the plan year 2022 filing to 289 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 591640708 · Becker & Poliakoff, P.a. PY 2023 · 401(k)

Becker & Poliakoff, P.a. 401(k) Profit Sharing Plan · $47M · 289 · 85th

  • PHOTO $47M
  • IND 289
  • EOY 85th
  • 5500 401(k)
  • ASSETS near Plumbers & Gasfitters Local Union No. 8 Defined Contribution Plan
  • PCT ind #17474

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 →

Becker & Poliakoff, P.a. 401(k) Profit Sharing Plan in the asset neighbourhood

Mbs Asset Management, LLC 401(k) PlanMbs Asset Management, LLC 40…$47MBh Management 401(k) Plan$47MMiller's Health Systems, Inc. Profit Sharing PlanMiller's Health Systems, Inc…$47MBecker & Poliakoff, P.a. 401(k) Profit Sharing PlanBecker & Poliakoff, P.a. 401…$47MPlumbers & Gasfitters Local Union No. 8 Defined Contribution PlanPlumbers & Gasfitters Local …$47M
End-of-year total assets ($M) among Becker & Poliakoff, P.a. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$47M
Net Income$8M
Employer EIN591640708
Plan Effective Date1979-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Becker & Poliakoff, P.a.)

Sponsor-wide plan assets over time

All Becker & Poliakoff, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$55M 40.84496181671472% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $39.2M $55.2M ▲ +40.8%
Year Plans Participants Total Assets
2022 1 254 $39M
2023 1 289 $47M
2024 1 295 $55M

Nearby 401(k) Plans in Florida

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

Becker & Poliakoff, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Becker & Poliakoff, P.a. 401(k) Profit Sharing Plan, Total assets ($B): 0.046991406 · Participants: 289Becker & Poliakoff, P.a. 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Becker & Poliakoff, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Becker & Poliakoff, P.a. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Becker & Poliakoff, P.a. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Plumbers & Gasfitters Local Union No. 8 Defined Contribution Plan in MO ($47M); by covered participants it is Validity Inc. 401(k) Plan in MA (289 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (289 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 Becker & Poliakoff, P.a. 401(k) Profit Sharing Plan assets move in 2023? ▼
Becker & Poliakoff, P.a. 401(k) Profit Sharing Plan grew sharply - up 19.8% during 2023, from $39M to $47M. Reported net income was $8M.
How have Becker & Poliakoff, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Becker & Poliakoff, P.a.'s sponsor-wide assets grew 40.8%, from $39M to $55M.
Where does Becker & Poliakoff, P.a. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Becker & Poliakoff, P.a. 401(k) Profit Sharing Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Becker & Poliakoff, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Plumbers & Gasfitters Local Union No. 8 Defined Contribution Plan in MO ($47M, 889 participants).
Which 401(k) plans cover a similar participant headcount to Becker & Poliakoff, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Validity Inc. 401(k) Plan in MA (289 participants, $23M 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 591640708.

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.