401(k) · DOL Form 5500 · 2023

Beveridge & Diamond, P.C. 401(k) Plan

Data updated 2026-08-11

$125M
Total assets: 143
Participants: 93rd
Percentile by assets: $871,787
Avg per participant

Official DOL plan name: Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' · Sponsored by Beveridge & Diamond, P.C. · District of Columbia · Professional & Technical Services

$125M in assets, 143 participants

Beveridge & Diamond, P.C.'s Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' reported $125M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

93rd percentile by assets (of 127,072 plans)
#19,066 in Professional & Technical Services (20,321 peers)

Coverage in District of Columbia

Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' covers 143 participants in District of Columbia, about 10% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $125M.

$125M
total plan assets (2023 EOY): 143
covered participants: 93rd
percentile by assets (of 127,072 plans): $871,787
avg assets per participant

Where Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' sits by total assets

Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' vs every filed plan by assets

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

$124,665,577 Top 7% higher than 93% 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

Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' reported net income rose from -$21M in the plan year 2022 filing to $21M in the plan year 2023 filing.
Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' end-of-year assets rose from $111M in the plan year 2022 filing to $125M in the plan year 2023 filing.
Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' reported participants rose from 138 in the plan year 2022 filing to 143 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

District of Columbia

Industry

Professional & Technical Services

Participants vs District of Columbia filers

In District of Columbia, the average filing covers about 1,456 participants across 881 plans. Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' reports 143 participants - about 10% of that state average ($125M EOY assets).

District of Columbia filing particulars

Total Assets (Beginning of Year)	$111M
Net Assets (End of Year)	$125M
Net Income	$21M
Employer EIN	521247549
Plan Effective Date	1984-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Beveridge & Diamond, P.C.)

Total plan assets by year, all Beveridge & Diamond, P.C. plans on file

Year	Plans	Participants	Total Assets
2022	1	138	$111M
2023	1	143	$125M
2024	1	147	$137M

Nearby 401(k) Plans in District of Columbia

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

Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' vs. nearby 401(k) plans in District of Columbia, assets vs. participants

Danaher Corporation & Subsidiaries Savings Plan $5.8B · 29,441
Geico 401(k) Savings Plan $5.8B · 39,034
Federal National Mortgage Association Retirement Savings Plan for Employees $3.9B · 8,044
Finra Savings Plus Plan $2.2B · 3,958
Hogan Lovells US LLP Retirement Savings Plan $1.6B · 1,870

Compare Beveridge & Diamond, P.C. 401(k) Profit … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' by total assets, not by location.

Hawaiian Telcom 401(k) Plan for Hourly Employees (HI) $125M · 594
Cefcu Deferred Compensation Plan and Trust (IL) $125M · 943
Stearns Weaver Miller Weissler Alhadeff & Sitterson, P.a. 401(k) Plan (FL) $125M · 313
Alps Alpine North America, Inc. 401(k) Plan (CA) $125M · 561

Frequently Asked Questions

How did Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' assets move in 2023? ▼

Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' grew at a solid clip - up 12.7% during 2023, from $111M to $125M. Reported net income was $21M.

How have Beveridge & Diamond, P.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Beveridge & Diamond, P.C.'s sponsor-wide assets grew 23.4%, from $111M to $137M.

Where does Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' rank by assets among Form 5500 filers? ▼

Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a'? ▼

Among 401(k) plans in other states, the closest by assets is Hawaiian Telcom 401(k) Plan for Hourly Employees in HI ($125M, 594 participants).

Next read for Beveridge & Diamond, P.C. 401(k) Profit …

Filing takeaways

Ways to act on Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a''s numbers.

By total assets, Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in District of Columbia. Compare plans
Beveridge & Diamond, P.C.'s sponsor-wide assets have grown 23.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 521247549.