401(k) · DOL Form 5500 · 2023

The Beacon Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$99M
Total assets Below avg plan size
157
Participants Small participant base
91st
Percentile by assets National rank
$633,354
Avg per participant High balance/head
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Official DOL plan name: Beacon Mutual Insurance Company 401(k) Plan · Sponsored by The Beacon Mutual Insurance Company · Rhode Island · Finance & Insurance

$99M in assets, 157 participants

The Beacon Mutual Insurance Company's Beacon Mutual Insurance Company 401(k) Plan reported $99M in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,672 in Finance & Insurance (8,869 peers)

Coverage in Rhode Island

Beacon Mutual Insurance Company 401(k) Plan covers 157 participants in Rhode Island, about 11% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $99M.

#7,672
in Finance & Insurance (8,869 peers)
+9.1%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Beacon Mutual Insurance Company 401(k) Plan's outsized position by total assets

Beacon Mutual Insurance Company 401(k) Plan vs every filed plan by assets

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

$99,436,550 Top 9% higher than 91% 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

Beacon Mutual Insurance Company 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. Beacon Mutual Insurance Company 401(k) Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beacon Mutual Insurance Company 401(k) Plan reported net income rose from -$20M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Beacon Mutual Insurance Company 401(k) Plan end-of-year assets rose from $91M in the plan year 2022 filing to $99M in the plan year 2023 filing.
  • Beacon Mutual Insurance Company 401(k) Plan reported participants fell from 162 in the plan year 2022 filing to 157 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 050458697 · The Beacon Mutual Insurance Company PY 2023 · 401(k)

Beacon Mutual Insurance Company 401(k) Plan · $99M · 157 · 91st

  • PCT $99M
  • EIN 157
  • RANK 91st
  • PHOTO 401(k)
  • IND near Sid Dillon 401(k) Plan
  • EOY ind #7672

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 Rhode Island →

Beacon Mutual Insurance Company 401(k) Plan in the asset neighbourhood

Csi Leasing, Inc. 401(k) Plan$99MPhysicians' Clinic of Iowa, P.C. 401(k) Profit Sharing PlanPhysicians' Clinic of Iowa, …$99MBeacon Mutual Insurance Company 401(k) PlanBeacon Mutual Insurance Comp…$99MSid Dillon 401(k) Plan$99MPsemi Corporation 401(k) Plan$99M
End-of-year total assets ($M) among Beacon Mutual Insurance Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rhode Island filing particulars

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$99M
Net Income$8M
Employer EIN050458697
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Beacon Mutual Insurance Company)

Sponsor-wide plan assets over time

All The Beacon Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$108M 18.892974234476974% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $91.1M $108M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 162 $91M
2023 1 157 $99M
2024 1 157 $108M

Nearby 401(k) Plans in Rhode Island

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

Beacon Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Beacon Mutual Insurance Company 401(k) Plan, Total assets ($B): 0.09943655 · Participants: 157Beacon Mutual Insurance Company 401(k) PlanCVS 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
Beacon Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Beacon Mutual Insurance Company 401(k) Plan side-by-side with 3 peers →

Beacon Mutual Insurance Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Sid Dillon 401(k) Plan in NE ($99M); by covered participants it is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($99M here).

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Beacon Mutual Insurance Company 401(k) Plan assets move in 2023? ▼
Beacon Mutual Insurance Company 401(k) Plan grew at a solid clip - up 9.1% during 2023, from $91M to $99M. Reported net income was $8M.
How have The Beacon Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Beacon Mutual Insurance Company's sponsor-wide assets grew 18.9%, from $91M to $108M.
Where does Beacon Mutual Insurance Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Beacon Mutual Insurance Company 401(k) Plan ranks in the 91st 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 Beacon Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sid Dillon 401(k) Plan in NE ($99M, 693 participants).
Which 401(k) plans cover a similar participant headcount to Beacon Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 participants, $3M 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 050458697.

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.