Profit Sharing · DOL Form 5500 · 2023

Becker Holdings, Inc Profit Sharing Plan

Data updated 2026-08-25

$614K
Total assets Small plan by assets
2
Participants Small participant base
20th
Percentile by assets National rank
$306,874
Avg per participant High balance/head
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Official DOL plan name: Becker Holdings, Inc. Retirement Plan · Sponsored by Becker Holdings, Inc · Florida · Administrative & Support Services

$614K in assets, 2 participants

Becker Holdings, Inc's Becker Holdings, Inc. Retirement Plan reported $614K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,803 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Becker Holdings, Inc. Retirement Plan ranks #1,803 of 4,372 2023 filers by assets (4701% of the sector average)-$614K for 2 participants.

#1,803
in Administrative & Support Services (4,372 peers)
+20.9%
assets growth YoY

Becker Holdings, Inc. Retirement Plan among the smaller filed plans by assets

Becker Holdings, Inc. Retirement Plan vs every filed plan by assets

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

$613,747 20th percentile higher than 20% 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

Becker Holdings, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Becker Holdings, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Becker Holdings, Inc. Retirement Plan reported net income rose from -$299K in the plan year 2022 filing to $106K in the plan year 2023 filing.
  • Becker Holdings, Inc. Retirement Plan reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Becker Holdings, Inc. Retirement Plan end-of-year assets rose from $508K in the plan year 2022 filing to $614K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 465749015 · Becker Holdings, Inc PY 2023 · Profit Sharing

Becker Holdings, Inc. Retirement Plan · $614K · 2 · 20th

  • EOY $614K
  • EOY 2
  • EOY 20th
  • EOY Profit Sharing
  • EOY near J. Casellas & H. Mendez Retirement Plan
  • EOY ind #1803

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 Administrative & Support Services retirement plans → · Plans in Florida →

Becker Holdings, Inc. Retirement Plan in the asset neighbourhood

Becker Holdings, Inc. Retirement PlanBecker Holdings, Inc. Retire…$614KJ. Casellas & H. Mendez Retirement PlanJ. Casellas & H. Mendez Reti…$614KMayday Communications Inc Profit Sharing PlanMayday Communications Inc Pr…$614KCameo Vista Corp. Profit Sharing PlanCameo Vista Corp. Profit Sha…$614KInsight Land & Investments, LLC Profit Sharing PlanInsight Land & Investments, …$614K
End-of-year total assets ($M) among Becker Holdings, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$508K
Net Assets (End of Year)$614K
Net Income$106K
Employer EIN465749015
Plan Effective Date2014-06-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Becker Holdings, Inc)

Sponsor-wide plan assets over time

All Becker Holdings, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$395K 22.247562776957164% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.51M $0.39M ▼ -23.5%
Year Plans Participants Total Assets
2022 1 3 $508K
2023 1 2 $614K
2024 1 5 $395K

Nearby Profit Sharing Plans in Florida

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

Becker Holdings, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Becker Holdings, Inc. Retirement Plan, Total assets ($B): 0.000613747 · Participants: 2Becker Holdings, Inc. Retirement PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Becker Holdings, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Becker Holdings, Inc. Retirement Plan side-by-side with 3 peers →

Becker Holdings, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is J. Casellas & H. Mendez Retirement Plan in PR ($614K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Becker Holdings, Inc. Retirement Plan assets move in 2023? ▼
Becker Holdings, Inc. Retirement Plan grew sharply - up 20.9% during 2023, from $508K to $614K. Reported net income was $106K.
How have Becker Holdings, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Becker Holdings, Inc's sponsor-wide assets declined 22.2%, from $508K to $395K.
Where does Becker Holdings, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Becker Holdings, Inc. Retirement Plan ranks in the 20th 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 Profit Sharing plans are similar in size to Becker Holdings, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is J. Casellas & H. Mendez Retirement Plan in PR ($614K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Becker Holdings, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 465749015.

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.