401(k) · DOL Form 5500 · 2023

Beneficial State Bancorp, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
237
Participants Below avg headcount
73rd
Percentile by assets National rank
$87,248
Avg per participant Below avg balance/head
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Official DOL plan name: Beneficial State Bancorp, Inc. 401(k) Plan · Sponsored by Beneficial State Bancorp, Inc. · California · Finance & Insurance

$21M in assets, 237 participants

Beneficial State Bancorp, Inc.'s Beneficial State Bancorp, Inc. 401(k) Plan reported $21M in total assets and 237 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,315 in Finance & Insurance (8,869 peers)

Coverage in California

Beneficial State Bancorp, Inc. 401(k) Plan covers 237 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $21M.

#5,315
in Finance & Insurance (8,869 peers)
+34.0%
assets growth YoY

Beneficial State Bancorp, Inc. 401(k) Plan's outsized position by total assets

Beneficial State Bancorp, Inc. 401(k) Plan vs every filed plan by assets

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

$20,677,894 Top 27% higher than 73% 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

Beneficial State Bancorp, Inc. 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. Beneficial State Bancorp, Inc. 401(k) Plan sits mid-pack in the medium band (237 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beneficial State Bancorp, Inc. 401(k) Plan reported net income rose from -$926K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Beneficial State Bancorp, Inc. 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Beneficial State Bancorp, Inc. 401(k) Plan reported participants rose from 198 in the plan year 2022 filing to 237 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 205619288 · Beneficial State Bancorp, Inc. PY 2023 · 401(k)

Beneficial State Bancorp, Inc. 401(k) Plan · $21M · 237 · 73rd

  • PART $21M
  • TYPE 237
  • NET 73rd
  • BOOK 401(k)
  • VS-ST near Aza 401(k) Profit Sharing Plan
  • BOY ind #5315

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 Finance & Insurance retirement plans → · Plans in California →

Beneficial State Bancorp, Inc. 401(k) Plan in the asset neighbourhood

Beneficial State Bancorp, Inc. 401(k) PlanBeneficial State Bancorp, In…$21MAza 401(k) Profit Sharing PlanAza 401(k) Profit Sharing Pl…$21MPromesa Management Plan$21MFarm Bureau Mutual Insurance Company of Idaho Voluntary Employee Savings PlanFarm Bureau Mutual Insurance…$21MEntech Engineering, Inc. 401(k) PlanEntech Engineering, Inc. 401…$21M
End-of-year total assets ($M) among Beneficial State Bancorp, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$21M
Net Income$5M
Employer EIN205619288
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beneficial State Bancorp, Inc.)

Sponsor-wide plan assets over time

All Beneficial State Bancorp, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 65.30294015472042% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $15.4M $25.5M ▲ +65.3%
Year Plans Participants Total Assets
2022 1 198 $15M
2023 1 237 $21M
2024 1 268 $26M

Nearby 401(k) Plans in California

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

Beneficial State Bancorp, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Beneficial State Bancorp, Inc. 401(k) Plan, Total assets ($B): 0.020677894 · Participants: 237Beneficial State Bancorp, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Beneficial State Bancorp, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Beneficial State Bancorp, Inc. 401(k) Plan side-by-side with 3 peers →

Beneficial State Bancorp, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Aza 401(k) Profit Sharing Plan in TX ($21M); by covered participants it is Precision Document Solutions, Inc. 401(k) Plan in TX (237 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (237 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 Beneficial State Bancorp, Inc. 401(k) Plan assets move in 2023? ▼
Beneficial State Bancorp, Inc. 401(k) Plan surged - up 34.0% during 2023, from $15M to $21M. Reported net income was $5M.
How have Beneficial State Bancorp, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beneficial State Bancorp, Inc.'s sponsor-wide assets grew 65.3%, from $15M to $26M.
Which 401(k) plans are similar in size to Beneficial State Bancorp, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aza 401(k) Profit Sharing Plan in TX ($21M, 37 participants).
Which 401(k) plans cover a similar participant headcount to Beneficial State Bancorp, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Precision Document Solutions, Inc. 401(k) Plan in TX (237 participants, $845K 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 205619288.

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.