Profit Sharing · DOL Form 5500 · 2023

Bev's Homes Inc. Profit Sharing Plan

Data updated 2026-08-25

$248K
Total assets Small plan by assets
2
Participants Small participant base
12th
Percentile by assets National rank
$123,992
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bev's Homes Inc. Retirement Plan · Sponsored by Bev's Homes Inc. · Arizona · Healthcare & Social Assistance

$248K in assets, 2 participants

Bev's Homes Inc.'s Bev's Homes Inc. Retirement Plan reported $248K 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.

  • #1,509 in Healthcare & Social Assistance (17,684 peers)

Bev's Homes Inc. multi-year trail

Bev's Homes Inc.'s plans moved +13.0% in assets from 2022 to 2024; this filing shows Bev's Homes Inc. Retirement Plan at $248K / 2 participants.

#1,509
in Healthcare & Social Assistance (17,684 peers)
+8.7%
assets growth YoY

Bev's Homes Inc. Retirement Plan among the smaller filed plans by assets

Bev's Homes Inc. Retirement Plan vs every filed plan by assets

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

$247,984 12th percentile higher than 12% 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

Bev's Homes 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. Bev's Homes Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bev's Homes Inc. Retirement Plan reported net income rose from $5K in the plan year 2022 filing to $20K in the plan year 2023 filing.
  • Bev's Homes Inc. Retirement Plan reported participants fell from 4 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Bev's Homes Inc. Retirement Plan end-of-year assets rose from $228K in the plan year 2022 filing to $248K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 844976207 · Bev's Homes Inc. PY 2023 · Profit Sharing

Bev's Homes Inc. Retirement Plan · $248K · 2 · 12th

  • PCT $248K
  • PCT 2
  • PCT 12th
  • PCT Profit Sharing
  • PCT near Regatta Inc Retirement Plan
  • PCT ind #1509

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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →

Bev's Homes Inc. Retirement Plan in the asset neighbourhood

Bev's Homes Inc. Retirement PlanBev's Homes Inc. Retirement …$248KRegatta Inc Retirement Plan$248KVoltage Vapin' Inc Retirement PlanVoltage Vapin' Inc Retiremen…$248KJohn D. Hixson, D.D.S., P.S. Profit Sharing PlanJohn D. Hixson, D.D.S., P.S.…$248KHappy Hunting, Inc. Profit Sharing PlanHappy Hunting, Inc. Profit S…$248K
End-of-year total assets ($M) among Bev's Homes Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Bev's Homes Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bev's Homes Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$258K 13.043459203576674% vs 2022
2024 filing year
$0.22M$0.23M$0.24M$0.25M$0.26M$0.27M 202220232024 $0.23M $0.26M ▲ +13.0%
Year Plans Participants Total Assets
2022 1 4 $228K
2023 1 2 $248K
2024 1 2 $258K

Bev's Homes Inc. filing trail (2023)

Total Assets (Beginning of Year)$228K
Net Assets (End of Year)$248K
Net Income$20K
Employer EIN844976207
Plan Effective Date2020-03-10
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arizona

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

Bev's Homes Inc. Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -200204060 Total assets ($M) Participants Bev's Homes Inc. Retirement Plan, Total assets ($M): 0.247984 · Participants: 2Bev's Homes Inc. Retirement PlanKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 54.542696 · Participants: 543Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 43.771636 · Participants: 1680Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 38.178869 · Participants: 26M R Sheet Metal Mfg Inc Profit Sharing Plan TrustMarana Health Center, Inc. 403b Plan, Total assets ($M): 27.609373 · Participants: 725Marana Health Center, Inc. 403b PlanCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 25.74938 · Participants: 180Center for Biological Diversity 403(b) DC Plan
Bev's Homes Inc. Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare Bev's Homes Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest Profit Sharing by assets is Regatta Inc Retirement Plan in AL ($248K); 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 ($248K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Bev's Homes Inc. Retirement Plan assets move in 2023? ▼
Bev's Homes Inc. Retirement Plan grew at a solid clip - up 8.7% during 2023, from $228K to $248K. Reported net income was $20K.
How have Bev's Homes Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bev's Homes Inc.'s sponsor-wide assets grew 13.0%, from $228K to $258K.
Where does Bev's Homes Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Bev's Homes 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 Bev's Homes Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Regatta Inc Retirement Plan in AL ($248K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Bev's Homes 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 844976207.

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.