401(k) · DOL Form 5500 · 2023
Beam Longest Neff Inc. 401(k) Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 191
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $178,210
- Avg per participant Above avg balance/head
Official DOL plan name: Beam Longest Neff Inc. Profit Sharing Plan · Sponsored by Beam Longest Neff Inc. · Indiana · Professional & Technical Services
$34M in assets, 191 participants
Beam Longest Neff Inc.'s Beam Longest Neff Inc. Profit Sharing Plan reported $34M in total assets and 191 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #16,577 in Professional & Technical Services (20,321 peers)
Coverage in Indiana
Beam Longest Neff Inc. Profit Sharing Plan covers 191 participants in Indiana, about 35% of the average Indiana filer (state average ~541 per filing). Assets: $34M.
- #16,577
- in Professional & Technical Services (20,321 peers)
- +19.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Beam Longest Neff Inc. Profit Sharing Plan's outsized position by total assets
Beam Longest Neff Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$34,038,203 Top 19% higher than 81% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Beam Longest Neff Inc. Profit Sharing 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. Beam Longest Neff Inc. Profit Sharing Plan sits mid-pack in the medium band (191 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Beam Longest Neff Inc. Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Beam Longest Neff Inc. Profit Sharing Plan end-of-year assets rose from $28M in the plan year 2022 filing to $34M in the plan year 2023 filing.
- Beam Longest Neff Inc. Profit Sharing Plan reported participants rose from 187 in the plan year 2022 filing to 191 in the plan year 2023 filing.
DOL schedule card
Filing strip 352031487 · Beam Longest Neff Inc. PY 2023 · 401(k)
Beam Longest Neff Inc. Profit Sharing Plan · $34M · 191 · 81st
- EOY $34M
- EOY 191
- EOY 81st
- EOY 401(k)
- EOY near Corfin Holdings, Inc. 401(k) Plan
- EOY ind #16577
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 Professional & Technical Services retirement plans → · Plans in Indiana →
Beam Longest Neff Inc. Profit Sharing Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $6M |
| Employer EIN | 352031487 |
| Plan Effective Date | 1956-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beam Longest Neff Inc.)
Sponsor-wide plan assets over time
All Beam Longest Neff Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 32.45532779768521% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 187 | $28M |
| 2023 | 1 | 191 | $34M |
| 2024 | 1 | 199 | $38M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
Beam Longest Neff Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Corfin Holdings, Inc. 401(k) Plan in NY ($34M); by covered participants it is Cwb Holdings, Inc. 401(k) Plan in CO (191 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
Similar participant headcount
Nearest other-state filings by covered participants (191 participants); asset peers above are excluded.
- Cwb Holdings, Inc. 401(k) Plan (CO) 191 · 0 off
- Palomar Holdings, Inc. 401(k) Plan (CA) 191 · 0 off
- Johanson Dielectrics, Inc. 401(k) Retirement Plan (CA) 191 · 0 off
- Guaranty Service Group 401(k) Savings Plan (WI) 191 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.