Defined Benefit (Pension) · DOL Form 5500 · 2023

Beachfleischman PLLC Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
155
Participants Small participant base
58th
Percentile by assets National rank
$62,817
Avg per participant Low balance/head
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Official DOL plan name: Beachfleischman PLLC Employees' Cash Balance Plan · Sponsored by Beachfleischman PLLC · Arizona · Professional & Technical Services

$10M in assets, 155 participants

Beachfleischman PLLC's Beachfleischman PLLC Employees' Cash Balance Plan reported $10M in total assets and 155 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,478 in Professional & Technical Services (20,321 peers)

Coverage in Arizona

Beachfleischman PLLC Employees' Cash Balance Plan covers 155 participants in Arizona, about 27% of the average Arizona filer (state average ~564 per filing). Assets: $10M.

#11,478
in Professional & Technical Services (20,321 peers)
+10.4%
assets growth YoY

Beachfleischman PLLC Employees' Cash Balance Plan's mid-pack asset rank among Professional & Technical Services and all filers

Beachfleischman PLLC Employees' Cash Balance Plan vs every filed plan by assets

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

$9,736,624 Top 42% higher than 58% 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

Beachfleischman PLLC Employees' Cash Balance 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. Beachfleischman PLLC Employees' Cash Balance Plan sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beachfleischman PLLC Employees' Cash Balance Plan reported net income rose from -$651K in the plan year 2022 filing to $917K in the plan year 2023 filing.
  • Beachfleischman PLLC Employees' Cash Balance Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Beachfleischman PLLC Employees' Cash Balance Plan reported participants rose from 146 in the plan year 2022 filing to 155 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 860683059 · Beachfleischman PLLC PY 2023 · Defined Benefit (Pension)

Beachfleischman PLLC Employees' Cash Balance Plan · $10M · 155 · 58th

  • BOY $10M
  • SCH 155
  • EBSA 58th
  • PART Defined Benefit (Pension)
  • TYPE near American Packaging Corporation Pension Retirement Plan
  • NET ind #11478

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 Professional & Technical Services retirement plans → · Plans in Arizona →

Beachfleischman PLLC Employees' Cash Balance Plan in the asset neighbourhood

Pension Plan for Hourly Rate Employees of Performance Pipe at Bloomfield & Fairfield, IowaPension Plan for Hourly Rate…$10MBeachfleischman PLLC Employees' Cash Balance PlanBeachfleischman PLLC Employe…$10MAmerican Packaging Corporation Pension Retirement PlanAmerican Packaging Corporati…$10MB. Braun of Puerto Rico, Inc. Pension PlanB. Braun of Puerto Rico, Inc…$10MSbera Pension Plan as Adopted by Blue Hills BankSbera Pension Plan as Adopte…$10M
End-of-year total assets ($M) among Beachfleischman PLLC Employees' Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$917K
Employer EIN860683059
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beachfleischman PLLC)

Sponsor-wide plan assets over time

All Beachfleischman PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$63M 24.307048305258927% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $50.3M $62.5M ▲ +24.3%
Year Plans Participants Total Assets
2022 2 325 $50M
2023 2 354 $56M
2024 2 395 $63M

Nearby Defined Benefit (Pension) Plans in Arizona

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Beachfleischman PLLC Employees' Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -101234 Total assets ($B) Participants Beachfleischman PLLC Employees' Cash Balance Plan, Total assets ($B): 0.009736624 · Participants: 155Beachfleischman PLLC Employees' Cash Balance PlanPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.271793253 · Participants: 5824Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.784269809 · Participants: 4790Salt River Project Employees' Retirement PlanFreeport Minerals Corporation Retirement Plan, Total assets ($B): 1.443465749 · Participants: 2597Freeport Minerals Corporation Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 1.005171309 · Participants: 19139Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.50129138 · Participants: 2483Avnet Pension Plan
Beachfleischman PLLC Employees' Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Beachfleischman PLLC Employees' Cash Balance Plan side-by-side with 3 peers →

Beachfleischman PLLC Employees' Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is American Packaging Corporation Pension Retirement Plan in WI ($10M); by covered participants it is Epstein Becker & Green, P.C. Market Based Cash Balance Pension Plan in NY (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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 Beachfleischman PLLC Employees' Cash Balance Plan assets move in 2023? ▼
Beachfleischman PLLC Employees' Cash Balance Plan grew at a solid clip - up 10.4% during 2023, from $9M to $10M. Reported net income was $917K.
How have Beachfleischman PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beachfleischman PLLC's sponsor-wide assets grew 24.3%, from $50M to $63M.
Which Defined Benefit (Pension) plans are similar in size to Beachfleischman PLLC Employees' Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is American Packaging Corporation Pension Retirement Plan in WI ($10M, 42 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Beachfleischman PLLC Employees' Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Epstein Becker & Green, P.C. Market Based Cash Balance Pension Plan in NY (155 participants, $5M 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 860683059.

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.