401(k) · DOL Form 5500 · 2023
Beard Holding, Inc. Dba Beard Equipment Company 401(k) Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 384
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $85,826
- Avg per participant Below avg balance/head
Official DOL plan name: Beard Equipment Company 401(k) Profit Sharing Plan & Trust · Sponsored by Beard Holding, Inc. Dba Beard Equipment Company · Alabama · Retail Trade
$33M in assets, 384 participants
Beard Holding, Inc. Dba Beard Equipment Company's Beard Equipment Company 401(k) Profit Sharing Plan & Trust reported $33M in total assets and 384 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #7,456 in Retail Trade (8,414 peers)
Where Beard Equipment Company 401(k) Profit Sharing Plan & Trust sits by assets
Beard Equipment Company 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $33M for 384 participants (~$85,826/participant), up 27.0% in 2023.
- #7,456
- in Retail Trade (8,414 peers)
- +27.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Beard Equipment Company 401(k) Profit Sharing Plan & Trust's outsized position by total assets
Beard Equipment Company 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$32,957,295 Top 20% higher than 80% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Beard Equipment Company 401(k) Profit Sharing Plan & Trust 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. Beard Equipment Company 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (384 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Beard Equipment Company 401(k) Profit Sharing Plan & Trust reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Beard Equipment Company 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $26M in the plan year 2022 filing to $33M in the plan year 2023 filing.
- Beard Equipment Company 401(k) Profit Sharing Plan & Trust reported participants rose from 317 in the plan year 2022 filing to 384 in the plan year 2023 filing.
DOL schedule card
Filing strip 631224274 · Beard Holding, Inc. Dba Beard Equipment Company PY 2023 · 401(k)
Beard Equipment Company 401(k) Profit Sharing Plan & Trust · $33M · 384 · 80th
- RANK $33M
- RANK 384
- RANK 80th
- RANK 401(k)
- RANK near Peoples Bank Profit Sharing and 401(k) Plan
- RANK ind #7456
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 Retail Trade retirement plans → · Plans in Alabama →
Beard Equipment Company 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $7M |
| Employer EIN | 631224274 |
| Plan Effective Date | 1973-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beard Holding, Inc. Dba Beard Equipment Company)
Sponsor-wide plan assets over time
All Beard Holding, Inc. Dba Beard Equipment Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 48.51975157220337% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 317 | $26M |
| 2023 | 1 | 384 | $33M |
| 2024 | 1 | 401 | $39M |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.9B · 20,733
- Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
- Hexagon Employee Retirement Savings Plan $1.5B · 4,618
- Vulcan 401(k) Plan $1.4B · 9,487
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A
Beard Equipment Company 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Peoples Bank Profit Sharing and 401(k) Plan in NC ($33M); by covered participants it is Spectrum Construction LLC 401(k) Profit Plan & Trust in NV (384 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- Peoples Bank Profit Sharing and 401(k) Plan (NC) $33M · 299
- Nikon Metrology, Inc. Savings and Investment Plan (MI) $33M · 140
- Lattice 401(k) Plan (CA) $33M · 654
- Metronational Corporation Retirement Savings Plan (TX) $33M · 251
Similar participant headcount
Nearest other-state filings by covered participants (384 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.