401(k) · DOL Form 5500 · 2023
Beall's Inc. 401(k) Plan
Data updated 2026-08-25
- $107M
- Total assets Near avg plan size
- 9,967
- Participants Very large workforce
- 92nd
- Percentile by assets National rank
- $10,709
- Avg per participant Low balance/head
Official DOL plan name: Beall's Employees' Savings Trust · Sponsored by Beall's Inc. · Florida · Retail Trade
$107M in assets, 9,967 participants
Beall's Inc.'s Beall's Employees' Savings Trust reported $107M in total assets and 9,967 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #8,018 in Retail Trade (8,414 peers)
Coverage in Florida
Beall's Employees' Savings Trust covers 9,967 participants in Florida, 16x the typical Florida plan (state average ~628 per filing). Assets: $107M.
- #8,018
- in Retail Trade (8,414 peers)
- +15.5%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Beall's Employees' Savings Trust's outsized position by total assets
Beall's Employees' Savings Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$106,738,786 Top 8% higher than 92% 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
Beall's Employees' Savings Trust's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beall's Employees' Savings Trust lands in the large band (9,967 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Beall's Employees' Savings Trust reported net income rose from -$15M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Beall's Employees' Savings Trust reported participants rose from 8,437 in the plan year 2022 filing to 9,967 in the plan year 2023 filing.
- Beall's Employees' Savings Trust end-of-year assets rose from $92M in the plan year 2022 filing to $107M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 590243800 · Beall's Inc. PY 2023 · 401(k)
Beall's Employees' Savings Trust · $107M · 9,967 · 92nd
- SCH $107M
- EBSA 9,967
- PART 92nd
- TYPE 401(k)
- NET near Stacy and Witbeck, Inc. Retirement Savings Plan
- BOOK ind #8018
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 Retail Trade retirement plans → · Plans in Florida →
Beall's Employees' Savings Trust in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $92M |
|---|---|
| Net Assets (End of Year) | $107M |
| Net Income | $14M |
| Employer EIN | 590243800 |
| Plan Effective Date | 1967-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beall's Inc.)
Sponsor-wide plan assets over time
All Beall's Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $118M 27.938283690421194% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8,437 | $92M |
| 2023 | 1 | 9,967 | $107M |
| 2024 | 1 | 10,519 | $118M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Scale composition for Beall's Employees' Savings Trust
Beall's Employees' Savings Trust reports $107M in end-of-year assets across 9,967 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $10,709 per participant (8% of the national average assets-per-participant) . Net income for plan year 2023 was $14M.
This plan identity (EIN 590243800, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $92M to $118M (+27.9%) while covered participants moved from 8,437 to 10,519 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,437 | $92M | Open filing |
| 2023 | 9,967 | $107M | This page |
| 2024 · index core | 10,519 | $118M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Beall's Employees' Savings Trust (401(k), $118M, 10,519 participants)
Beall's Employees' Savings Trust's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Stacy and Witbeck, Inc. Retirement Savings Plan in CA ($107M); by covered participants it is Retirement Savings Plan in DE (9,968 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($107M here).
- Stacy and Witbeck, Inc. Retirement Savings Plan (CA) $107M · 414
- Allied Solutions, LLC 401(k) Plan (IN) $107M · 1,387
- Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust (UT) $107M · 91
- Blue Bird 401(k) Plan (GA) $107M · 1,646
Similar participant headcount
Nearest other-state filings by covered participants (9,967 participants); asset peers above are excluded.
- Retirement Savings Plan (DE) 9,968 · 1 off
- Nuvance Health 401(k) Retirement Savings Plan (CT) 9,977 · 10 off
- Indeed, Inc. 401(k) Profit-Sharing Plan Trust (CT) 9,982 · 15 off
- Altice USA 401(k) Savings Plan (NY) 9,983 · 16 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.