401(k) · DOL Form 5500 · 2023

Beyond, Inc. 401(k) Plan

Data updated 2026-08-25

$139M
Total assets Near avg plan size
955
Participants Near avg headcount
93rd
Percentile by assets National rank
$145,910
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Beyond 401(k) Plan · Sponsored by Beyond, Inc. · Utah · Retail Trade

$139M in assets, 955 participants

Beyond, Inc.'s Beyond 401(k) Plan reported $139M in total assets and 955 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.

  • #8,086 in Retail Trade (8,414 peers)

Where Beyond 401(k) Plan sits by assets

Beyond 401(k) Plan sits in the top 10% of all filed plans by assets, $139M for 955 participants (~$145,910/participant), up 21.4% in 2023.

#8,086
in Retail Trade (8,414 peers)
+21.4%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Beyond 401(k) Plan's outsized position by total assets

Beyond 401(k) Plan vs every filed plan by assets

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

$139,344,338 Top 7% higher than 93% 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

Beyond 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. Beyond 401(k) Plan sits mid-pack in the medium band (955 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beyond 401(k) Plan reported net income rose from -$33M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Beyond 401(k) Plan reported participants fell from 1,225 in the plan year 2022 filing to 955 in the plan year 2023 filing.
  • Beyond 401(k) Plan end-of-year assets rose from $115M in the plan year 2022 filing to $139M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 870634302 · Beyond, Inc. PY 2023 · 401(k)

Beyond 401(k) Plan · $139M · 955 · 93rd

  • NET $139M
  • BOOK 955
  • VS-ST 93rd
  • BOY 401(k)
  • SCH near Kintetsu World Express (U.S.a.), Inc. Employees 401(k) Plan
  • EBSA ind #8086

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 Retail Trade retirement plans → · Plans in Utah →

Beyond 401(k) Plan in the asset neighbourhood

Availity, L.L.C. 401(k) Retirement Savings PlanAvaility, L.L.C. 401(k) Reti…$139MCte 401(k) Plan$139MCmg Hourly 401(k) Plan$139MBeyond 401(k) Plan$139MKintetsu World Express (U.S.a.), Inc. Employees 401(k) PlanKintetsu World Express (U.S.…$139M
End-of-year total assets ($M) among Beyond 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$115M
Net Assets (End of Year)$139M
Net Income$25M
Employer EIN870634302
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beyond, Inc.)

Sponsor-wide plan assets over time

All Beyond, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$151M 31.638967630938964% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $115M $151M ▲ +31.6%
Year Plans Participants Total Assets
2022 1 1,225 $115M
2023 1 955 $139M
2024 1 749 $151M

Nearby 401(k) Plans in Utah

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

Beyond 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Beyond 401(k) Plan, Total assets ($B): 0.139344338 · Participants: 955Beyond 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Beyond 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Beyond 401(k) Plan side-by-side with 3 peers →

Beyond 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Kintetsu World Express (U.S.a.), Inc. Employees 401(k) Plan in NY ($139M); by covered participants it is Homestreet, Inc 401(k) Savings Plan in WA (955 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($139M here).

Similar participant headcount

Nearest other-state filings by covered participants (955 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 Beyond 401(k) Plan assets move in 2023? ▼
Beyond 401(k) Plan grew sharply - up 21.4% during 2023, from $115M to $139M. Reported net income was $25M.
How have Beyond, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beyond, Inc.'s sponsor-wide assets grew 31.6%, from $115M to $151M.
Where does Beyond 401(k) Plan rank by assets among Form 5500 filers? ▼
Beyond 401(k) Plan 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 Beyond 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kintetsu World Express (U.S.a.), Inc. Employees 401(k) Plan in NY ($139M, 959 participants).
Which 401(k) plans cover a similar participant headcount to Beyond 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Homestreet, Inc 401(k) Savings Plan in WA (955 participants, $166M 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 870634302.

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.