401(k) · DOL Form 5500 · 2023
Beacon Leadership Development, Inc. 401(k) Plan
Data updated 2026-08-25
- $80K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 5th
- Percentile by assets National rank
- $39,772
- Avg per participant Low balance/head
Official DOL plan name: Beacon Leadership Development, Inc. 401(k) Profit Sharing Plan · Sponsored by Beacon Leadership Development, Inc. · Pennsylvania · Professional & Technical Services
$80K in assets, 2 participants
Beacon Leadership Development, Inc.'s Beacon Leadership Development, Inc. 401(k) Profit Sharing Plan reported $80K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 5th 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.
- #941 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Beacon Leadership Development, Inc. 401(k) Profit Sharing Plan holds $80K for 2 participants - about $39,772 per participant, among the smaller plans by assets on file.
- #941
- in Professional & Technical Services (20,321 peers)
- -2.6%
- assets change YoY
The plan reported a net loss of $2K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Beacon Leadership Development, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Beacon Leadership Development, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$79,544 5th percentile higher than 5% 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
Beacon Leadership Development, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beacon Leadership Development, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Beacon Leadership Development, Inc. 401(k) Profit Sharing Plan reported net income fell from $4K in the plan year 2022 filing to -$2K in the plan year 2023 filing.
- Beacon Leadership Development, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $82K in the plan year 2022 filing to $80K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 842666119 · Beacon Leadership Development, Inc. PY 2023 · 401(k)
Beacon Leadership Development, Inc. 401(k) Profit Sharing Plan · $80K · 2 · 5th
- ASSETS $80K
- ASSETS 2
- ASSETS 5th
- ASSETS 401(k)
- ASSETS near A&y Holding Inc. 401(k) Plan
- ASSETS ind #941
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 Pennsylvania →
Beacon Leadership Development, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $82K |
|---|---|
| Net Assets (End of Year) | $80K |
| Net Income | -$2K |
| Employer EIN | 842666119 |
| Plan Effective Date | 2019-08-08 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beacon Leadership Development, Inc.)
Sponsor-wide plan assets over time
All Beacon Leadership Development, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $80K 2.5590141241899724% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $82K |
| 2023 | 1 | 2 | $80K |
| 2024 | 1 | 2 | $80K |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Beacon Leadership Development, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is A&y Holding Inc. 401(k) Plan in AZ ($80K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($80K here).
- A&y Holding Inc. 401(k) Plan (AZ) $80K · 1
- Alford Holdings Retirement Plan (CO) $80K · 4
- Rif Enterprises, Inc. 401(k) Profit Sharing Plan (IN) $80K · 1
- 3gen Transport 401(k) (MA) $80K · 1
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.