ESOP · DOL Form 5500 · 2023
Beta Group Inc. ESOP
Data updated 2026-08-11
- $23M
- Total assets
- 162
- Participants
- 75th
- Percentile by assets
- $144,002
- Avg per participant
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.
- 75th percentile by assets (of 127,072 plans)
- #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.
- $23M
- total plan assets (2023 EOY)
- 162
- covered participants
- 75th
- percentile by assets (of 127,072 plans)
- $144,002
- avg assets per participant
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.
Participants vs Rhode Island filers
In Rhode Island, the average filing covers about 1,449 participants across 434 plans. Beta Group, Inc. Employee Stock Ownership Plan reports 162 participants - about 11% of that state average ($23M EOY assets).
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $5M |
| Employer EIN | 050398907 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beta Group Inc.)
| 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
- The Bank of America Transferred Savings Account Plan $1.1B · 4,647
- Century Drywall, Inc. Employee Stock Ownership Plan $75M · 43
- Thielsch Engineering, Inc. Employee Stock Ownership Plan $65M · 477
- Newport Harbor Corporation Employee Stock Ownership Plan $64M · 1,078
- Marine Acoustics, Inc. Employee Stock Ownership Plan $6M · 51
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Beta Group, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Beta Group, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Beta Group, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Rhode Island. Compare plans
- Beta Group Inc.'s sponsor-wide assets have grown 44.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans