401(k) · DOL Form 5500 · 2023

Beta Group Inc 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
158
Participants Small participant base
83rd
Percentile by assets National rank
$244,414
Avg per participant Above avg balance/head
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Official DOL plan name: Beta Group Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Beta Group Inc · Rhode Island · Professional & Technical Services

$39M in assets, 158 participants

Beta Group Inc's Beta Group Inc. 401(k) Profit Sharing Plan & Trust reported $39M in total assets and 158 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #16,932 in Professional & Technical Services (20,321 peers)

Coverage in Rhode Island

Beta Group Inc. 401(k) Profit Sharing Plan & Trust covers 158 participants in Rhode Island, about 11% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $39M.

#16,932
in Professional & Technical Services (20,321 peers)
+21.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Beta Group Inc. 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Beta Group Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$38,617,428 Top 17% higher than 83% 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

Beta Group Inc. 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. Beta Group Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beta Group Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from -$8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Beta Group Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $32M in the plan year 2022 filing to $39M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 050398907 · Beta Group Inc PY 2023 · 401(k)

Beta Group Inc. 401(k) Profit Sharing Plan & Trust · $39M · 158 · 83rd

  • PART $39M
  • TYPE 158
  • NET 83rd
  • BOOK 401(k)
  • VS-ST near Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust
  • BOY ind #16932

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 Rhode Island →

Beta Group Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Beta Group Inc. 401(k) Profit Sharing Plan & TrustBeta Group Inc. 401(k) Profi…$39MTrust Point Inc 401(k) Profit Sharing PlanTrust Point Inc 401(k) Profi…$39MPhe, Inc. Employees 401(k) and Profit Sharing Plan and TrustPhe, Inc. Employees 401(k) a…$39MGreat Point Partners LLC Incentive Savings TrustGreat Point Partners LLC Inc…$39MCampbell Transportation Company, Inc. Retirement PlanCampbell Transportation Comp…$39M
End-of-year total assets ($M) among Beta Group Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rhode Island filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$39M
Net Income$7M
Employer EIN050398907
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beta Group Inc)

Sponsor-wide plan assets over time

All Beta Group Inc plans reported in each filing year

Latest sponsor-wide plan assets
$72M 44.85072799942601% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $49.9M $72.3M ▲ +44.9%
Year Plans Participants Total Assets
2022 2 323 $50M
2023 2 320 $62M
2024 2 343 $72M

Nearby 401(k) Plans in Rhode Island

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

Beta Group Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Beta Group Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.038617428 · Participants: 158Beta Group Inc. 401(k) Profit Sharing Plan & TrustCVS Health Future Fund 401(k) Plan, Total assets ($B): 27.588812025 · Participants: 265760CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 5.714708993 · Participants: 26580Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.930113664 · Participants: 19047Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.65846631 · Participants: 25475Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.684102096 · Participants: 4295Fm Global 401(k) Savings Plan
Beta Group Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Beta Group Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Beta Group Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust in NC ($39M); by covered participants it is Harbinder S Brar Md Inc 401(k) Profit Sharing Plan & Trust in CA (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Beta Group Inc. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Beta Group Inc. 401(k) Profit Sharing Plan & Trust grew sharply - up 21.4% during 2023, from $32M to $39M. Reported net income was $7M.
How have Beta Group Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beta Group Inc's sponsor-wide assets grew 44.9%, from $50M to $72M.
Where does Beta Group Inc. 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Beta Group Inc. 401(k) Profit Sharing Plan & Trust ranks in the 83rd 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 Beta Group Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Phe, Inc. Employees 401(k) and Profit Sharing Plan and Trust in NC ($39M, 250 participants).
Which 401(k) plans cover a similar participant headcount to Beta Group Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Harbinder S Brar Md Inc 401(k) Profit Sharing Plan & Trust in CA (158 participants, $650K 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 050398907.

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.