401(k) · DOL Form 5500 · 2023

Beacon Capital Partners, LLC 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
124
Participants Small participant base
88th
Percentile by assets National rank
$538,720
Avg per participant High balance/head
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Official DOL plan name: Beacon Capital Partners, LLC 401(k) Plan · Sponsored by Beacon Capital Partners, LLC · Massachusetts · Real Estate

$67M in assets, 124 participants

Beacon Capital Partners, LLC's Beacon Capital Partners, LLC 401(k) Plan reported $67M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #4,545 in Real Estate (4,727 peers)

Coverage in Massachusetts

Beacon Capital Partners, LLC 401(k) Plan covers 124 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $67M.

#4,545
in Real Estate (4,727 peers)
+17.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Beacon Capital Partners, LLC 401(k) Plan's outsized position by total assets

Beacon Capital Partners, LLC 401(k) Plan vs every filed plan by assets

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

$66,801,290 Top 12% higher than 88% 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

Beacon Capital Partners, LLC 401(k) 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. Beacon Capital Partners, LLC 401(k) Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beacon Capital Partners, LLC 401(k) Plan reported net income rose from -$12M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Beacon Capital Partners, LLC 401(k) Plan end-of-year assets rose from $57M in the plan year 2022 filing to $67M in the plan year 2023 filing.
  • Beacon Capital Partners, LLC 401(k) Plan reported participants rose from 117 in the plan year 2022 filing to 124 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 043506116 · Beacon Capital Partners, LLC PY 2023 · 401(k)

Beacon Capital Partners, LLC 401(k) Plan · $67M · 124 · 88th

  • BOOK $67M
  • BOOK 124
  • BOOK 88th
  • BOOK 401(k)
  • BOOK near Santafe Healthcare, Inc. 401(k) Retirement Savings Plan
  • BOOK ind #4545

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 Real Estate retirement plans → · Plans in Massachusetts →

Beacon Capital Partners, LLC 401(k) Plan in the asset neighbourhood

Mercycare 401(k) Retirement PlanMercycare 401(k) Retirement …$67MBeacon Capital Partners, LLC 401(k) PlanBeacon Capital Partners, LLC…$67MSantafe Healthcare, Inc. 401(k) Retirement Savings PlanSantafe Healthcare, Inc. 401…$67MReinauer Transportation Companies, LLC Retirement and Investment Plan #3Reinauer Transportation Comp…$67MCimarron Software Services, Inc. 401(k) Profit Sharing PlanCimarron Software Services, …$67M
End-of-year total assets ($M) among Beacon Capital Partners, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$67M
Net Income$10M
Employer EIN043506116
Plan Effective Date1998-01-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Beacon Capital Partners, LLC)

Sponsor-wide plan assets over time

All Beacon Capital Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$72M 26.00910702538397% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $57M $71.8M ▲ +26.0%
Year Plans Participants Total Assets
2022 1 117 $57M
2023 1 124 $67M
2024 1 131 $72M

Nearby 401(k) Plans in Massachusetts

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

Beacon Capital Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Beacon Capital Partners, LLC 401(k) Plan, Total assets ($B): 0.06680129 · Participants: 124Beacon Capital Partners, LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Beacon Capital Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Beacon Capital Partners, LLC 401(k) Plan side-by-side with 3 peers →

Beacon Capital Partners, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Santafe Healthcare, Inc. 401(k) Retirement Savings Plan in FL ($67M); by covered participants it is The Contractors Retirement Plan in VA (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Beacon Capital Partners, LLC 401(k) Plan assets move in 2023? ▼
Beacon Capital Partners, LLC 401(k) Plan grew sharply - up 17.3% during 2023, from $57M to $67M. Reported net income was $10M.
How have Beacon Capital Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beacon Capital Partners, LLC's sponsor-wide assets grew 26.0%, from $57M to $72M.
Where does Beacon Capital Partners, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Beacon Capital Partners, LLC 401(k) Plan ranks in the 88th 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 401(k) plans are similar in size to Beacon Capital Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Santafe Healthcare, Inc. 401(k) Retirement Savings Plan in FL ($67M, 1,227 participants).
Which 401(k) plans cover a similar participant headcount to Beacon Capital Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Contractors Retirement Plan in VA (124 participants, N/A 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 043506116.

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.