401(k) · DOL Form 5500 · 2023

Beacon Pointe Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
394
Participants Below avg headcount
83rd
Percentile by assets National rank
$98,544
Avg per participant Below avg balance/head
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Official DOL plan name: Beacon Pointe 401(k) Plan · Sponsored by Beacon Pointe Advisors, LLC · California · Finance & Insurance

$39M in assets, 394 participants

Beacon Pointe Advisors, LLC's Beacon Pointe 401(k) Plan reported $39M in total assets and 394 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,516 in Finance & Insurance (8,869 peers)

Where Beacon Pointe 401(k) Plan sits by assets

Beacon Pointe 401(k) Plan sits in the top quartile of all filed plans by assets, $39M for 394 participants (~$98,544/participant), up 41.1% in 2023.

#6,516
in Finance & Insurance (8,869 peers)
+41.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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

Beacon Pointe 401(k) Plan vs every filed plan by assets

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

$38,826,224 Top 17% higher than 83% 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 Pointe 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 Pointe 401(k) Plan sits mid-pack in the medium band (394 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beacon Pointe 401(k) Plan reported net income rose from $6M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Beacon Pointe 401(k) Plan end-of-year assets rose from $28M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Beacon Pointe 401(k) Plan reported participants rose from 296 in the plan year 2022 filing to 394 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 270636826 · Beacon Pointe Advisors, LLC PY 2023 · 401(k)

Beacon Pointe 401(k) Plan · $39M · 394 · 83rd

  • PART $39M
  • PART 394
  • PART 83rd
  • PART 401(k)
  • PART near Pnd Engineers, Inc. 401(k) Profit Sharing Plan
  • PART ind #6516

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 →

Beacon Pointe 401(k) Plan in the asset neighbourhood

Beacon Pointe 401(k) Plan$39MNeal and Harwell Profit Sharing PlanNeal and Harwell Profit Shar…$39MPnd Engineers, Inc. 401(k) Profit Sharing PlanPnd Engineers, Inc. 401(k) P…$39MWavetronix Retirement Plan$39MGreat Lakes Wine & Spirits, LLC 401(k) Savings and Retirement PlanGreat Lakes Wine & Spirits, …$39M
End-of-year total assets ($M) among Beacon Pointe 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)$28M
Net Assets (End of Year)$39M
Net Income$11M
Employer EIN270636826
Plan Effective Date2002-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beacon Pointe Advisors, LLC)

Sponsor-wide plan assets over time

All Beacon Pointe Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$54M 97.0030851427954% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $27.5M $54.2M ▲ +97.0%
Year Plans Participants Total Assets
2022 1 296 $28M
2023 1 394 $39M
2024 1 451 $54M

Nearby 401(k) Plans in California

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

Beacon Pointe 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Beacon Pointe 401(k) Plan, Total assets ($B): 0.038826224 · Participants: 394Beacon Pointe 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
Beacon Pointe 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Beacon Pointe 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Pnd Engineers, Inc. 401(k) Profit Sharing Plan in AK ($39M); by covered participants it is Mintel Group Ltd. Employees' 401(k) Retirement Plan in IL (394 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (394 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 Pointe 401(k) Plan assets move in 2023? ▼
Beacon Pointe 401(k) Plan surged - up 41.1% during 2023, from $28M to $39M. Reported net income was $11M.
How have Beacon Pointe Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beacon Pointe Advisors, LLC's sponsor-wide assets grew 97.0%, from $28M to $54M.
Where does Beacon Pointe 401(k) Plan rank by assets among Form 5500 filers? ▼
Beacon Pointe 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Beacon Pointe 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pnd Engineers, Inc. 401(k) Profit Sharing Plan in AK ($39M, 106 participants).
Which 401(k) plans cover a similar participant headcount to Beacon Pointe 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mintel Group Ltd. Employees' 401(k) Retirement Plan in IL (394 participants, $47M 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 270636826.

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.