Other · DOL Form 5500 · 2023
Joe & Charles Bevering Corporation Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $615,258
- Avg per participant High balance/head
Official DOL plan name: Joe & Charles Bevering Corporation Profit Sharing Plan and Trust · Sponsored by Joe & Charles Bevering Corporation · Texas · Agriculture, Forestry & Fishing
$2M in assets, 4 participants
Joe & Charles Bevering Corporation's Joe & Charles Bevering Corporation Profit Sharing Plan and Trust reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.
- #433 in Agriculture, Forestry & Fishing (1,288 peers)
Joe & Charles Bevering Corporation multi-year trail
Joe & Charles Bevering Corporation's plans moved +39.1% in assets from 2022 to 2024; this filing shows Joe & Charles Bevering Corporation Profit Sharing Plan and Trust at $2M / 4 participants.
- #433
- in Agriculture, Forestry & Fishing (1,288 peers)
- +16.2%
- assets growth YoY
Joe & Charles Bevering Corporation Profit Sharing Plan and Trust among the smaller filed plans by assets
Joe & Charles Bevering Corporation Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,461,032 33rd percentile higher than 33% 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
Joe & Charles Bevering Corporation Profit Sharing Plan and Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joe & Charles Bevering Corporation Profit Sharing Plan and Trust is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Joe & Charles Bevering Corporation Profit Sharing Plan and Trust reported net income rose from -$465K in the plan year 2022 filing to $343K in the plan year 2023 filing.
- Joe & Charles Bevering Corporation Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
DOL schedule card
Filing strip 751440251 · Joe & Charles Bevering Corporation PY 2023 · Other
Joe & Charles Bevering Corporation Profit Sharing Plan and Trust · $2M · 4 · 33rd
- EBSA $2M
- PART 4
- TYPE 33rd
- NET Other
- BOOK near Khl Flavors Inc Profit Sharing Plan
- VS-ST ind #433
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 Agriculture, Forestry & Fishing retirement plans → · Plans in Texas →
Joe & Charles Bevering Corporation Profit Sharing Plan and Trust in the asset neighbourhood
Joe & Charles Bevering Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Joe & Charles Bevering Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 39.08075655309433% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $2M |
| 2023 | 1 | 4 | $2M |
| 2024 | 1 | 4 | $3M |
Joe & Charles Bevering Corporation filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $343K |
| Employer EIN | 751440251 |
| Plan Effective Date | 1975-01-30 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.8B · 30,949
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.5B · 29,975
- Baylor College of Medicine Section 403b $1.9B · 12,679
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.8B · 15,456
- Southwest Research Institute Retirement Plan $1.5B · 2,831
Joe & Charles Bevering Corporation Profit Sharing Plan and Trust's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Khl Flavors Inc Profit Sharing Plan in NY ($2M); by covered participants it is Lipsius-Benhaim Law LLP Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.