401(k) · DOL Form 5500 · 2023

Beach Point Capital Management LP 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
137
Participants Small participant base
85th
Percentile by assets National rank
$354,678
Avg per participant High balance/head
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Official DOL plan name: Beach Point Capital 401(k) Plan · Sponsored by Beach Point Capital Management LP · California · Finance & Insurance

$49M in assets, 137 participants

Beach Point Capital Management LP's Beach Point Capital 401(k) Plan reported $49M in total assets and 137 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.

  • #6,859 in Finance & Insurance (8,869 peers)

Coverage in California

Beach Point Capital 401(k) Plan covers 137 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $49M.

#6,859
in Finance & Insurance (8,869 peers)
+23.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Beach Point Capital 401(k) Plan's outsized position by total assets

Beach Point Capital 401(k) Plan vs every filed plan by assets

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

$48,590,897 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

Beach Point Capital 401(k) 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. Beach Point Capital 401(k) Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beach Point Capital 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Beach Point Capital 401(k) Plan end-of-year assets rose from $39M in the plan year 2022 filing to $49M in the plan year 2023 filing.
  • Beach Point Capital 401(k) Plan reported participants rose from 115 in the plan year 2022 filing to 137 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 800242162 · Beach Point Capital Management LP PY 2023 · 401(k)

Beach Point Capital 401(k) Plan · $49M · 137 · 85th

  • NET $49M
  • BOOK 137
  • VS-ST 85th
  • BOY 401(k)
  • SCH near Qualfon/Dialog Direct 401(k) Plan
  • EBSA ind #6859

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 Finance & Insurance retirement plans → · Plans in California →

Beach Point Capital 401(k) Plan in the asset neighbourhood

Eosys Group 401(k) Plan$49MBeach Point Capital 401(k) PlanBeach Point Capital 401(k) P…$49MQualfon/Dialog Direct 401(k) PlanQualfon/Dialog Direct 401(k)…$49MAllied Cyber Analytics Practice Area 401(k) PlanAllied Cyber Analytics Pract…$49MCascades Union Employees 401(k) PlanCascades Union Employees 401…$49M
End-of-year total assets ($M) among Beach Point Capital 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$49M
Net Income$9M
Employer EIN800242162
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beach Point Capital Management LP)

Sponsor-wide plan assets over time

All Beach Point Capital Management LP plans reported in each filing year

Latest sponsor-wide plan assets
$60M 53.01332537160127% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $39.3M $60.1M ▲ +53.0%
Year Plans Participants Total Assets
2022 1 115 $39M
2023 1 137 $49M
2024 1 150 $60M

Nearby 401(k) Plans in California

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

Beach Point Capital 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Beach Point Capital 401(k) Plan, Total assets ($B): 0.048590897 · Participants: 137Beach Point Capital 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Beach Point Capital 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Beach Point Capital 401(k) Plan side-by-side with 3 peers →

Beach Point Capital 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Qualfon/Dialog Direct 401(k) Plan in MI ($49M); by covered participants it is Valley Perinatal Services in AZ (137 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($49M here).

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Beach Point Capital 401(k) Plan assets move in 2023? ▼
Beach Point Capital 401(k) Plan grew sharply - up 23.8% during 2023, from $39M to $49M. Reported net income was $9M.
How have Beach Point Capital Management LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beach Point Capital Management LP's sponsor-wide assets grew 53.0%, from $39M to $60M.
Where does Beach Point Capital 401(k) Plan rank by assets among Form 5500 filers? ▼
Beach Point Capital 401(k) 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 Beach Point Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Qualfon/Dialog Direct 401(k) Plan in MI ($49M, 3,144 participants).
Which 401(k) plans cover a similar participant headcount to Beach Point Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Valley Perinatal Services in AZ (137 participants, $2M 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 800242162.

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.