401(k) · DOL Form 5500 · 2023

North Beach Retreat Inc. 401(k) Plan

Data updated 2026-08-25

$386K
Total assets Small plan by assets: 1
Participants Small participant base: 16th
Percentile by assets National rank: $385,969
Avg per participant High balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Nbi 401(k) · Sponsored by North Beach Retreat Inc. · Utah · Food Services & Accommodation

$386K in assets, 1 participants

North Beach Retreat Inc.'s Nbi 401(k) reported $386K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

#1,609 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Nbi 401(k) ranks #1,609 of 3,828 2023 filers by assets (5069% of the sector average)-$386K for 1 participant.

#1,609
in Food Services & Accommodation (3,828 peers): -18.2%
assets change YoY

The plan reported a net loss of $86K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nbi 401(k) among the smaller filed plans by assets

Nbi 401(k) vs every filed plan by assets

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

$385,969 16th percentile higher than 16% 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

Nbi 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nbi 401(k) is a micro filing (1 participant), 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%)

Nbi 401(k) reported net income fell from -$24K in the plan year 2022 filing to -$86K in the plan year 2023 filing.
Nbi 401(k) end-of-year assets fell from $472K in the plan year 2022 filing to $386K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 821254318 · North Beach Retreat Inc. PY 2023 · 401(k)

Nbi 401(k) · $386K · 1 · 16th

EOY $386K
5500 1
ASSETS 16th
PCT 401(k)
EIN near Outdoor Comfort of St Louis, Inc. 401(k) Profit Sharing Plan
RANK ind #1609

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 Utah →

End-of-year total assets ($M) among Nbi 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)	$472K
Net Assets (End of Year)	$386K
Net Income	-$86K
Employer EIN	821254318
Plan Effective Date	2017-04-20
Filing Status	FILING RECEIVED

Sponsor Plan History (North Beach Retreat Inc.)

Latest sponsor-wide plan assets: N/A; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$472K
2023	1	1	$386K
2024	1	1	N/A

Nearby 401(k) Plans in Utah

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

Nbi 401(k) vs. nearby 401(k) plans in Utah, assets vs. participants

Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
Deseret 401(k) Plan $5.5B · 24,292
Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537

Compare Nbi 401(k) side-by-side with 3 peers →

Nbi 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Outdoor Comfort of St Louis, Inc. 401(k) Profit Sharing Plan in MO ($386K); by covered participants it is Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan in IL (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($386K here).

Outdoor Comfort of St Louis, Inc. 401(k) Profit Sharing Plan (MO) $386K · 8
Msa Tech Solutions, Inc 401(k) Plan (WA) $386K · 3
The Blind Sebastian Corporation 401(k) Plan (NC) $386K · 5
Wcr Holdings Inc. 401(k) Plan (NY) $386K · N/A

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
Armo 401(k) Trust (NJ) 1 · 0 off
Provencio Enterprises Retirement Plan (TX) 1 · 0 off
John Hines, Inc. 401(k) Profit Sharing Plan (NM) 1 · 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 did Nbi 401(k) assets move in 2023? ▼

Nbi 401(k) declined sharply - down 18.2% during 2023, from $472K to $386K. Reported net income was -$86K.

Where does Nbi 401(k) rank by assets among Form 5500 filers? ▼

Nbi 401(k) ranks in the 16th 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 401(k) plans are similar in size to Nbi 401(k)? ▼

Among 401(k) plans in other states, the closest by assets is Outdoor Comfort of St Louis, Inc. 401(k) Profit Sharing Plan in MO ($386K, 8 participants).

Which 401(k) plans cover a similar participant headcount to Nbi 401(k)? ▼

Among 401(k) plans in other states, the closest by covered participants is Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan in IL (1 participant, N/A 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 821254318.