401(k) · DOL Form 5500 · 2023
Beyond, Inc. 401(k) Plan
Data updated 2026-08-11
- $139M
- Total assets
- 955
- Participants
- 93rd
- Percentile by assets
- $145,910
- Avg per participant
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.
- 93rd percentile by assets (of 127,072 plans)
- #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.
- $139M
- total plan assets (2023 EOY)
- 955
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $145,910
- avg assets per participant
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.
Beyond 401(k) Plan vs the 2023 asset distribution
By assets, Beyond 401(k) Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $115M |
|---|---|
| Net Assets (End of Year) | $139M |
| Net Income | $25M |
| Employer EIN | 870634302 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beyond, Inc.)
| 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
- Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
- Deseret 401(k) Plan $5.5B · 24,292
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
- Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
- Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Beyond 401(k) Plan by total assets, not by location.
- Kintetsu World Express (U.S.a.), Inc. Employees 401(k) Plan (NY) $139M · 959
- Cmg Hourly 401(k) Plan (AL) $139M · 894
- Cte 401(k) Plan (NC) $139M · 1,725
- Availity, L.L.C. 401(k) Retirement Savings Plan (FL) $139M · 1,397
Frequently Asked Questions
How did Beyond 401(k) Plan assets move in 2023? ▼
How have Beyond, Inc. plan assets changed over time? ▼
Where does Beyond 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Beyond 401(k) Plan? ▼
Next read for Beyond 401(k) Plan
Scale reading
Ways to act on Beyond 401(k) Plan's numbers.
- By total assets, Beyond 401(k) Plan 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 Utah. Compare plans
- Beyond, Inc.'s sponsor-wide assets have grown 31.6% since 2022 across 3 plan years on file. More Retail Trade plans