ESOP · DOL Form 5500 · 2023

Beta Group Inc. ESOP

Data updated 2026-08-25

$23M
Total assets Small plan by assets
162
Participants Small participant base
75th
Percentile by assets National rank
$144,002
Avg per participant Near avg balance/head
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Official DOL plan name: Beta Group, Inc. Employee Stock Ownership Plan · Sponsored by Beta Group Inc. · Rhode Island · Professional & Technical Services

$23M in assets, 162 participants

Beta Group Inc.'s Beta Group, Inc. Employee Stock Ownership Plan reported $23M in total assets and 162 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,355 in Professional & Technical Services (20,321 peers)

Coverage in Rhode Island

Beta Group, Inc. Employee Stock Ownership Plan covers 162 participants in Rhode Island, about 11% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $23M.

#15,355
in Professional & Technical Services (20,321 peers)
+28.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Beta Group, Inc. Employee Stock Ownership Plan's outsized position by total assets

Beta Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$23,328,265 Top 25% higher than 75% 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

Beta Group, Inc. Employee Stock Ownership 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. Beta Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (162 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beta Group, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Beta Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $18M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Beta Group, Inc. Employee Stock Ownership Plan reported participants fell from 166 in the plan year 2022 filing to 162 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 050398907 · Beta Group Inc. PY 2023 · ESOP

Beta Group, Inc. Employee Stock Ownership Plan · $23M · 162 · 75th

  • SCH $23M
  • EBSA 162
  • PART 75th
  • TYPE ESOP
  • NET near Integrated Technologies Group, Inc. Employee Stock Ownership Plan
  • BOOK ind #15355

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 What is an ESOP? → · Plans in Rhode Island →

Beta Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Hyspeco, Inc. Employees Stock Ownership PlanHyspeco, Inc. Employees Stoc…$23MGsl Electric Employee Stock Ownership PlanGsl Electric Employee Stock …$23MBeta Group, Inc. Employee Stock Ownership PlanBeta Group, Inc. Employee St…$23MIntegrated Technologies Group, Inc. Employee Stock Ownership PlanIntegrated Technologies Grou…$23MAl's Liquor Store Holdings, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, …$23M
End-of-year total assets ($M) among Beta Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Rhode Island filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$5M
Employer EIN050398907
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beta Group Inc.)

Sponsor-wide plan assets over time

All Beta Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$72M 44.85072799942601% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $49.9M $72.3M ▲ +44.9%
Year Plans Participants Total Assets
2022 2 323 $50M
2023 2 320 $62M
2024 2 343 $72M

Nearby ESOP Plans in Rhode Island

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

Beta Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Beta Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.023328265 · Participants: 162Beta Group, Inc. Employee Stock Ownership PlanThe Bank of America Transferred Savings Account Plan, Total assets ($B): 1.070736111 · Participants: 4647The Bank of America Transferred Savings Account PlanCentury Drywall, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.075040019 · Participants: 43Century Drywall, Inc. Employee Stock Ownership PlanThielsch Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.065480622 · Participants: 477Thielsch Engineering, Inc. Employee Stock Ownership PlanNewport Harbor Corporation Employee Stock Ownership Plan, Total assets ($B): 0.063597754 · Participants: 1078Newport Harbor Corporation Employee Stock Ownership PlanMarine Acoustics, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0057597 · Participants: 51Marine Acoustics, Inc. Employee Stock Ownership Plan
Beta Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Rhode Island, assets vs. participants
Compare Beta Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Beta Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Rhode Island, the nearest ESOP by assets is Integrated Technologies Group, Inc. Employee Stock Ownership Plan in CA ($23M); by covered participants it is Alcast Company Employee Stock Ownership Plan in IL (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Beta Group, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Beta Group, Inc. Employee Stock Ownership Plan grew sharply - up 28.8% during 2023, from $18M to $23M. Reported net income was $5M.
How have Beta Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beta Group Inc.'s sponsor-wide assets grew 44.9%, from $50M to $72M.
Where does Beta Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Beta Group, Inc. Employee Stock Ownership Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Beta Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Integrated Technologies Group, Inc. Employee Stock Ownership Plan in CA ($23M, 96 participants).
Which ESOP plans cover a similar participant headcount to Beta Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Alcast Company Employee Stock Ownership Plan in IL (162 participants, $6M 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 050398907.

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.