401(k) · DOL Form 5500 · 2023

Beyond Housing, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
113
Participants Small participant base
37th
Percentile by assets National rank
$29,391
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Beyond Housing, Inc. · Sponsored by Beyond Housing, Inc. · Missouri · Other Services

$3M in assets, 113 participants

Beyond Housing, Inc.'s 403(b) Thrift Plan for Employees of Beyond Housing, Inc. reported $3M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #4,774 in Other Services (7,857 peers)

Coverage in Missouri

403(b) Thrift Plan for Employees of Beyond Housing, Inc. covers 113 participants in Missouri, about 15% of the average Missouri filer (state average ~737 per filing). Assets: $3M.

#4,774
in Other Services (7,857 peers)
+3.5%
assets growth YoY

403(b) Thrift Plan for Employees of Beyond Housing, Inc.'s mid-pack asset rank among Other Services and all filers

403(b) Thrift Plan for Employees of Beyond Housing, Inc. vs every filed plan by assets

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

$3,321,203 37th percentile higher than 37% 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

403(b) Thrift Plan for Employees of Beyond Housing, Inc. 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. 403(b) Thrift Plan for Employees of Beyond Housing, Inc. sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan for Employees of Beyond Housing, Inc. reported net income rose from -$430K in the plan year 2022 filing to $111K in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Beyond Housing, Inc. reported participants rose from 83 in the plan year 2022 filing to 113 in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Beyond Housing, Inc. end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 510179471 · Beyond Housing, Inc. PY 2023 · 401(k)

403(b) Thrift Plan for Employees of Beyond Housing, Inc. · $3M · 113 · 37th

  • BOY $3M
  • SCH 113
  • EBSA 37th
  • PART 401(k)
  • TYPE near Altarum Institute Supplemental Retirement Plan
  • NET ind #4774

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 Other Services retirement plans → · Plans in Missouri →

403(b) Thrift Plan for Employees of Beyond Housing, Inc. in the asset neighbourhood

403(b) Thrift Plan for Employees of Beyond Housing, Inc.403(b) Thrift Plan for Emplo…$3MAltarum Institute Supplemental Retirement PlanAltarum Institute Supplement…$3MGoauto Management Services, LLC 401(k) PlanGoauto Management Services, …$3MBond Vet 401(k) Plan$3MReliance Vitamin, LLC 401(k) PlanReliance Vitamin, LLC 401(k)…$3M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Beyond Housing, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$111K
Employer EIN510179471
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beyond Housing, Inc.)

Sponsor-wide plan assets over time

All Beyond Housing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 1.2208057193143675% vs 2022
2024 filing year
$3.15M$3.2M$3.25M$3.3M$3.35M 202220232024 $3.21M $3.25M ▲ +1.2%
Year Plans Participants Total Assets
2022 1 83 $3M
2023 1 113 $3M
2024 1 96 $3M

Nearby 401(k) Plans in Missouri

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

403(b) Thrift Plan for Employees of Beyond Housing, Inc. vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Beyond Housing, Inc., Total assets ($B): 0.003321203 · Participants: 113403(b) Thrift Plan for Employees of Beyond Housing, Inc.Edward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
403(b) Thrift Plan for Employees of Beyond Housing, Inc. vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare 403(b) Thrift Plan for Employees of Beyond Housing, Inc. side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Beyond Housing, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Altarum Institute Supplemental Retirement Plan in MI ($3M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (113 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (113 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 403(b) Thrift Plan for Employees of Beyond Housing, Inc. assets move in 2023? ▼
403(b) Thrift Plan for Employees of Beyond Housing, Inc. edged up modestly - up 3.5% during 2023, from $3M to $3M. Reported net income was $111K.
How have Beyond Housing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beyond Housing, Inc.'s sponsor-wide assets grew 1.2%, from $3M to $3M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of Beyond Housing, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Altarum Institute Supplemental Retirement Plan in MI ($3M, 6 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Beyond Housing, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (113 participants, $475K 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 510179471.

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.