Other · DOL Form 5500 · 2022

Beacon Group, Inc. Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
387
Participants Below avg headcount
62nd
Percentile by assets National rank
$22,549
Avg per participant Low balance/head
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Official DOL plan name: 401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. · Sponsored by Beacon Group, Inc. · Arizona · Other Services

$9M in assets, 387 participants

Beacon Group, Inc.'s 401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. reported $9M in total assets and 387 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #6,542 in Other Services (8,398 peers)

Beacon Group, Inc. multi-year trail

Beacon Group, Inc.'s plans moved +46.6% in assets from 2022 to 2024; this filing shows 401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. at $9M / 387 participants.

#6,542
in Other Services (8,398 peers)
+19.5%
assets growth YoY

401(k) Profit Sharing Plan for Employees of Beacon Group, Inc.'s mid-pack asset rank among Other Services and all filers

401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,726,326 Top 38% higher than 62% of 139,123 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 2022

401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. sits mid-pack in the medium band (387 participants).

DOL schedule card

Filing strip 860107976 · Beacon Group, Inc. PY 2022 · Other

401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. · $9M · 387 · 62nd

  • IND $9M
  • IND 387
  • IND 62nd
  • IND Other
  • IND near Community Access, Inc. 403(b) Retirement Plan
  • IND ind #6542

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 Other Services retirement plans → · Plans in Arizona →

401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. in the asset neighbourhood

401(k) Profit Sharing Plan for Employees of Beacon Group, Inc.401(k) Profit Sharing Plan f…$9MCommunity Access, Inc. 403(b) Retirement PlanCommunity Access, Inc. 403(b…$9MThe Barnes Foundation Defined Contribution Retirement PlanThe Barnes Foundation Define…$9MFoxdale Village 403(b)$9MBig Bend Hospice Retirement PlanBig Bend Hospice Retirement …$9M
End-of-year total assets ($M) among 401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Beacon Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Beacon Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 46.582548027657914% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.73M $12.8M ▲ +46.5%
Year Plans Participants Total Assets
2022 1 387 $9M
2023 1 410 $11M
2024 1 417 $13M

Beacon Group, Inc. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN860107976
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Arizona

Peer Other plans, same state, same plan type, ranked by total assets.

401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. vs. nearby Other plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants 401(k) Profit Sharing Plan for Employees of Beacon Group, Inc., Total assets ($M): 8.726326 · Participants: 387401(k) Profit Sharing Plan for Employees of Beacon Group, Inc.Honorhealth 403(b) Retirement Security Plan, Total assets ($M): 872.849758 · Participants: 12089Honorhealth 403(b) Retirement Security PlanOperating Engineers Local 428 Annuity Trust Fund, Total assets ($M): 256.355567 · Participants: 7538Operating Engineers Local 428 Annuity Trust FundBanner Health Employees 403(b) Plan, Total assets ($M): 145.966125 · Participants: 10133Banner Health Employees 403(b) PlanEl Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan, Total assets ($M): 120.093399 · Participants: 1633El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement PlanKingman Regional Medical Center Employee Retirement Plan, Total assets ($M): 91.232835 · Participants: 1954Kingman Regional Medical Center Employee Retirement Plan
401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. vs. nearby Other plans in Arizona, assets vs. participants
Compare 401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. side-by-side with 3 peers →

401(k) Profit Sharing Plan for Employees of Beacon Group, Inc.'s out-of-state Other peers by assets and headcount

Outside Arizona, the nearest Other by assets is Community Access, Inc. 403(b) Retirement Plan in NY ($9M); by covered participants it is Purdue Research Foundation Defined Contribution Retirement Plan in IN (387 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (387 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did 401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. assets move in 2022? ▼
401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. grew sharply - up 19.5% during 2022, from $7M to $9M. Reported net income was $1M.
How have Beacon Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beacon Group, Inc.'s sponsor-wide assets grew 46.6%, from $9M to $13M.
Which Other plans are similar in size to 401(k) Profit Sharing Plan for Employees of Beacon Group, Inc.? ▼
Among Other plans in other states, the closest by assets is Community Access, Inc. 403(b) Retirement Plan in NY ($9M, 591 participants).
Which Other plans cover a similar participant headcount to 401(k) Profit Sharing Plan for Employees of Beacon Group, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Purdue Research Foundation Defined Contribution Retirement Plan in IN (387 participants, $68M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860107976.

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.