401(k) · DOL Form 5500 · 2023

Beaton, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
180
Participants Small participant base
37th
Percentile by assets National rank
$18,445
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Beaton, Inc. 401(k) Plan · Sponsored by Beaton, Inc. · Iowa · Food Services & Accommodation

$3M in assets, 180 participants

Beaton, Inc.'s Beaton, Inc. 401(k) Plan reported $3M in total assets and 180 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,801 in Food Services & Accommodation (3,828 peers)

Coverage in Iowa

Beaton, Inc. 401(k) Plan covers 180 participants in Iowa, about 30% of the average Iowa filer (state average ~609 per filing). Assets: $3M.

#2,801
in Food Services & Accommodation (3,828 peers)
+18.1%
assets growth YoY

Beaton, Inc. 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Beaton, Inc. 401(k) Plan vs every filed plan by assets

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

$3,320,178 37th percentile higher than 37% 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

Beaton, 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. Beaton, Inc. 401(k) Plan sits mid-pack in the medium band (180 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beaton, Inc. 401(k) Plan reported net income rose from -$428K in the plan year 2022 filing to $508K in the plan year 2023 filing.
  • Beaton, Inc. 401(k) Plan reported participants fell from 249 in the plan year 2022 filing to 180 in the plan year 2023 filing.
  • Beaton, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 421221534 · Beaton, Inc. PY 2023 · 401(k)

Beaton, Inc. 401(k) Plan · $3M · 180 · 37th

  • EOY $3M
  • EOY 180
  • EOY 37th
  • EOY 401(k)
  • EOY near Preferred Care of New Jersey 401(k) Plan
  • EOY ind #2801

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 Food Services & Accommodation retirement plans → · Plans in Iowa →

Beaton, Inc. 401(k) Plan in the asset neighbourhood

Beaton, Inc. 401(k) Plan$3MPreferred Care of New Jersey 401(k) PlanPreferred Care of New Jersey…$3MCornerstone Systems Nw 401(k) PlanCornerstone Systems Nw 401(k…$3MLexington Law Firm 401(k) PlanLexington Law Firm 401(k) Pl…$3MMansfield & Robbins Plumbing 401(k) PlanMansfield & Robbins Plumbing…$3M
End-of-year total assets ($M) among Beaton, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$508K
Employer EIN421221534
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beaton, Inc.)

Sponsor-wide plan assets over time

All Beaton, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 33.71870527260928% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.81M $3.76M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 249 $3M
2023 1 180 $3M
2024 1 228 $4M

Nearby 401(k) Plans in Iowa

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

Beaton, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Beaton, Inc. 401(k) Plan, Total assets ($B): 0.003320178 · Participants: 180Beaton, Inc. 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Beaton, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Beaton, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest 401(k) by assets is Preferred Care of New Jersey 401(k) Plan in NJ ($3M); by covered participants it is Hass-Anderson Construction Profit Sharing 401(k) Plan in TX (180 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (180 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 Beaton, Inc. 401(k) Plan assets move in 2023? ▼
Beaton, Inc. 401(k) Plan grew sharply - up 18.1% during 2023, from $3M to $3M. Reported net income was $508K.
How have Beaton, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beaton, Inc.'s sponsor-wide assets grew 33.7%, from $3M to $4M.
Which 401(k) plans are similar in size to Beaton, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Preferred Care of New Jersey 401(k) Plan in NJ ($3M, 1,316 participants).
Which 401(k) plans cover a similar participant headcount to Beaton, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hass-Anderson Construction Profit Sharing 401(k) Plan in TX (180 participants, N/A 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 421221534.

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.