401(k) · DOL Form 5500 · 2023

The Beneficient Company Group (USA), L.L.C. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
152
Participants Small participant base
64th
Percentile by assets National rank
$84,281
Avg per participant Below avg balance/head
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Official DOL plan name: The Beneficient Company Group, LP Retirement Plan · Sponsored by The Beneficient Company Group (USA), L.L.C. · Texas · Finance & Insurance

$13M in assets, 152 participants

The Beneficient Company Group (USA), L.L.C.'s The Beneficient Company Group, LP Retirement Plan reported $13M in total assets and 152 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,337 in Finance & Insurance (8,869 peers)

Coverage in Texas

The Beneficient Company Group, LP Retirement Plan covers 152 participants in Texas, about 22% of the average Texas filer (state average ~688 per filing). Assets: $13M.

#4,337
in Finance & Insurance (8,869 peers)
+24.5%
assets growth YoY

The Beneficient Company Group, LP Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

The Beneficient Company Group, LP Retirement Plan vs every filed plan by assets

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

$12,810,644 Top 36% higher than 64% 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

The Beneficient Company Group, LP Retirement 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. The Beneficient Company Group, LP Retirement Plan sits mid-pack in the medium band (152 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Beneficient Company Group, LP Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Beneficient Company Group, LP Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • The Beneficient Company Group, LP Retirement Plan reported participants fell from 158 in the plan year 2022 filing to 152 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 823912740 · The Beneficient Company Group (USA), L.L.C. PY 2023 · 401(k)

The Beneficient Company Group, LP Retirement Plan · $13M · 152 · 64th

  • SCH $13M
  • EBSA 152
  • PART 64th
  • TYPE 401(k)
  • NET near Bachman's, Inc. Union Employees Retirement / Savings Plan
  • BOOK ind #4337

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 Texas →

The Beneficient Company Group, LP Retirement Plan in the asset neighbourhood

The Beneficient Company Group, LP Retirement PlanThe Beneficient Company Grou…$13MBachman's, Inc. Union Employees Retirement / Savings PlanBachman's, Inc. Union Employ…$13MGlantz Holdings, Inc. 401(k) Profit Sharing and Savings PlanGlantz Holdings, Inc. 401(k)…$13MInput 1, LLC Savings and Retirement PlanInput 1, LLC Savings and Ret…$13MRadio Training Network, Inc. 401(k) PlanRadio Training Network, Inc.…$13M
End-of-year total assets ($M) among The Beneficient Company Group, LP Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN823912740
Plan Effective Date1997-06-02
Filing StatusFILING RECEIVED

Sponsor Plan History (The Beneficient Company Group (USA), L.L.C.)

Sponsor-wide plan assets over time

All The Beneficient Company Group (USA), L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 23.200694429593742% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.3M $12.7M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 158 $10M
2023 1 152 $13M
2024 1 94 $13M

Nearby 401(k) Plans in Texas

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

The Beneficient Company Group, LP Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The Beneficient Company Group, LP Retirement Plan, Total assets ($B): 0.012810644 · Participants: 152The Beneficient Company Group, LP Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
The Beneficient Company Group, LP Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare The Beneficient Company Group, LP Retirement Plan side-by-side with 3 peers →

The Beneficient Company Group, LP Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Bachman's, Inc. Union Employees Retirement / Savings Plan in MN ($13M); by covered participants it is Rapid Financial Services, LLC 401(k) Retirement Plan in MD (152 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (152 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 The Beneficient Company Group, LP Retirement Plan assets move in 2023? ▼
The Beneficient Company Group, LP Retirement Plan grew sharply - up 24.5% during 2023, from $10M to $13M. Reported net income was $3M.
How have The Beneficient Company Group (USA), L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Beneficient Company Group (USA), L.L.C.'s sponsor-wide assets grew 23.2%, from $10M to $13M.
Which 401(k) plans are similar in size to The Beneficient Company Group, LP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bachman's, Inc. Union Employees Retirement / Savings Plan in MN ($13M, 105 participants).
Which 401(k) plans cover a similar participant headcount to The Beneficient Company Group, LP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rapid Financial Services, LLC 401(k) Retirement Plan in MD (152 participants, $8M 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 823912740.

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.