Profit Sharing · DOL Form 5500 · 2023

Beach Berg Inc. Profit Sharing Plan

Data updated 2026-08-25

$250K
Total assets Small plan by assets: 2
Participants Small participant base: 12th
Percentile by assets National rank: $125,033
Avg per participant Near avg balance/head

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Official DOL plan name: Beach Berg Inc. Retirement Plan · Sponsored by Beach Berg Inc. · Virginia · Food Services & Accommodation

$250K in assets, 2 participants

Beach Berg Inc.'s Beach Berg Inc. Retirement Plan reported $250K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

#1,247 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Beach Berg Inc. Retirement Plan ranks #1,247 of 3,828 2023 filers by assets (7824% of the sector average)-$250K for 2 participants.

#1,247
in Food Services & Accommodation (3,828 peers): $250K
reported net income

Beach Berg Inc. Retirement Plan among the smaller filed plans by assets

Beach Berg Inc. Retirement Plan vs every filed plan by assets

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

$250,065 12th percentile higher than 12% 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

Beach Berg Inc. Retirement 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. Beach Berg Inc. Retirement Plan is a micro filing (2 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%)

EBSA filing schedule strip

Filing strip 881621782 · Beach Berg Inc. PY 2023 · Profit Sharing

Beach Berg Inc. Retirement Plan · $250K · 2 · 12th

TYPE $250K
NET 2
BOOK 12th
VS-ST Profit Sharing
BOY near Mobius Enterprises Inc Retirement Plan
SCH ind #1247

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 Food Services & Accommodation retirement plans → · Plans in Virginia →

End-of-year total assets ($M) among Beach Berg Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$250K
Net Income	$250K
Employer EIN	881621782
Plan Effective Date	2023-04-14
Filing Status	FILING RECEIVED

Sponsor Plan History (Beach Berg Inc.)

Latest sponsor-wide plan assets: $538K 115.33521284466039% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	2	$250K
2024	1	2	$538K

Nearby Profit Sharing Plans in Virginia

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

Beach Berg Inc. Retirement Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants

Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia $1.1B · 5,192
Carpenter Co. Profit-Sharing Plan $299M · 2,085
American Institutes for Research Tax Deferred Annuity Plan $277M · 1,521
Analytic Services Inc. Defined Contribution Retirement Plan $205M · 584
Associated Universities Inc. Retirement Plan $193M · 541

Compare Beach Berg Inc. Retirement Plan side-by-side with 3 peers →

Beach Berg Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Mobius Enterprises Inc Retirement Plan in GA ($250K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($250K here).

Mobius Enterprises Inc Retirement Plan (GA) $250K · 2
Hammond Paving, Inc. Profit Sharing Plan (NJ) $250K · 1
3sillydogs Inc. Retirement Plan (IA) $250K · 3
Infinite Wealth Inc. Retirement Plan (WI) $250K · 5

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Johnson Goldberg & Brown, Ltd Profit Sharing Plan (IL) 2 · 0 off
Kramatron Precision Inc - Profit Sharing Plan (NJ) 2 · 0 off
Sechalf Holdings, Inc. Retirement Plan (TX) 2 · 0 off
Weiss Hospitality Inc. Retirement Plan (PA) 2 · 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 have Beach Berg Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Beach Berg Inc.'s sponsor-wide assets grew 115.3%, from $250K to $538K.

Where does Beach Berg Inc. Retirement Plan rank by assets among Form 5500 filers? ▼

Beach Berg Inc. Retirement Plan ranks in the 12th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which Profit Sharing plans are similar in size to Beach Berg Inc. Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Mobius Enterprises Inc Retirement Plan in GA ($250K, 2 participants).

Which Profit Sharing plans cover a similar participant headcount to Beach Berg Inc. Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 881621782.