401(k) · DOL Form 5500 · 2023

Beacon Development Company Dba Beacon Partners 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
47
Participants Small participant base
68th
Percentile by assets National rank
$338,038
Avg per participant High balance/head
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Official DOL plan name: Beacon Partners 401(k) Plan · Sponsored by Beacon Development Company Dba Beacon Partners · North Carolina · Real Estate

$16M in assets, 47 participants

Beacon Development Company Dba Beacon Partners's Beacon Partners 401(k) Plan reported $16M in total assets and 47 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #3,948 in Real Estate (4,727 peers)

Beacon Development Company Dba Beacon Partners multi-year trail

Beacon Development Company Dba Beacon Partners's plans moved +53.3% in assets from 2022 to 2024; this filing shows Beacon Partners 401(k) Plan at $16M / 47 participants.

#3,948
in Real Estate (4,727 peers)
+25.6%
assets growth YoY

Beacon Partners 401(k) Plan's outsized position by total assets

Beacon Partners 401(k) Plan vs every filed plan by assets

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

$15,887,792 Top 32% higher than 68% 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

Beacon Partners 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beacon Partners 401(k) Plan is a small filing (47 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beacon Partners 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Beacon Partners 401(k) Plan reported participants rose from 35 in the plan year 2022 filing to 47 in the plan year 2023 filing.
  • Beacon Partners 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 561585569 · Beacon Development Company Dba Beacon Partners PY 2023 · 401(k)

Beacon Partners 401(k) Plan · $16M · 47 · 68th

  • EIN $16M
  • EIN 47
  • EIN 68th
  • EIN 401(k)
  • EIN near Sentinel Trust Company, Lba 401(k) Plan
  • EIN ind #3948

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 Real Estate retirement plans → · Plans in North Carolina →

Beacon Partners 401(k) Plan in the asset neighbourhood

Beacon Partners 401(k) Plan$16MSentinel Trust Company, Lba 401(k) PlanSentinel Trust Company, Lba …$16MRetirement Plan of Cooper Aerobics Enterprises, Inc.Retirement Plan of Cooper Ae…$16MPrism Spectrum Ehg 401(k) PlanPrism Spectrum Ehg 401(k) Pl…$16M4m Research, Inc. 401(k) Plan$16M
End-of-year total assets ($M) among Beacon Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Beacon Development Company Dba Beacon Partners multi-year asset trail

Sponsor-wide plan assets over time

All Beacon Development Company Dba Beacon Partners plans reported in each filing year

Latest sponsor-wide plan assets
$19M 53.29820769289621% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.7M $19.4M ▲ +53.4%
Year Plans Participants Total Assets
2022 1 35 $13M
2023 1 47 $16M
2024 1 45 $19M

Beacon Development Company Dba Beacon Partners filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN561585569
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Beacon Partners 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Beacon Partners 401(k) Plan, Total assets ($B): 0.015887792 · Participants: 47Beacon Partners 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Beacon Partners 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Beacon Partners 401(k) Plan side-by-side with 3 peers →

Beacon Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Sentinel Trust Company, Lba 401(k) Plan in TX ($16M); by covered participants it is Divcon Ems 401(k) Profit Sharing Plan in TX (47 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (47 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 Beacon Partners 401(k) Plan assets move in 2023? ▼
Beacon Partners 401(k) Plan grew sharply - up 25.6% during 2023, from $13M to $16M. Reported net income was $3M.
How have Beacon Development Company Dba Beacon Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beacon Development Company Dba Beacon Partners's sponsor-wide assets grew 53.3%, from $13M to $19M.
Which 401(k) plans are similar in size to Beacon Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sentinel Trust Company, Lba 401(k) Plan in TX ($16M, 40 participants).
Which 401(k) plans cover a similar participant headcount to Beacon Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Divcon Ems 401(k) Profit Sharing Plan in TX (47 participants, $1M 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 561585569.

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.