401(k) · DOL Form 5500 · 2023

Beekman 1802, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
196
Participants Below avg headcount
40th
Percentile by assets National rank
$20,629
Avg per participant Low balance/head
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Official DOL plan name: Beekman 1802, Inc. 401(k) Plan · Sponsored by Beekman 1802, Inc. · New York · Retail Trade

$4M in assets, 196 participants

Beekman 1802, Inc.'s Beekman 1802, Inc. 401(k) Plan reported $4M in total assets and 196 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,319 in Retail Trade (8,414 peers)

Coverage in New York

Beekman 1802, Inc. 401(k) Plan covers 196 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $4M.

#4,319
in Retail Trade (8,414 peers)
+38.1%
assets growth YoY

Beekman 1802, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Beekman 1802, Inc. 401(k) Plan vs every filed plan by assets

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

$4,043,363 40th percentile higher than 40% 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

Beekman 1802, 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. Beekman 1802, Inc. 401(k) Plan sits mid-pack in the medium band (196 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beekman 1802, Inc. 401(k) Plan reported net income rose from $140K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Beekman 1802, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Beekman 1802, Inc. 401(k) Plan reported participants fell from 244 in the plan year 2022 filing to 196 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 824711315 · Beekman 1802, Inc. PY 2023 · 401(k)

Beekman 1802, Inc. 401(k) Plan · $4M · 196 · 40th

  • 5500 $4M
  • ASSETS 196
  • PCT 40th
  • EIN 401(k)
  • RANK near Walnut Creek - Danville Oral Surgery Profit Sharing 401(k) Plan
  • PHOTO ind #4319

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 Retail Trade retirement plans → · Plans in New York →

Beekman 1802, Inc. 401(k) Plan in the asset neighbourhood

Beekman 1802, Inc. 401(k) PlanBeekman 1802, Inc. 401(k) Pl…$4MWalnut Creek - Danville Oral Surgery Profit Sharing 401(k) PlanWalnut Creek - Danville Oral…$4MSloat Garden Center, Inc. Profit Sharing PlanSloat Garden Center, Inc. Pr…$4MForester Capital, L.L.C. 401(k) PlanForester Capital, L.L.C. 401…$4MBolthouse Properties, LLC Retirement PlanBolthouse Properties, LLC Re…$4M
End-of-year total assets ($M) among Beekman 1802, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN824711315
Plan Effective Date2013-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beekman 1802, Inc.)

Sponsor-wide plan assets over time

All Beekman 1802, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 78.7913104880241% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.93M $5.23M ▲ +78.5%
Year Plans Participants Total Assets
2022 1 244 $3M
2023 1 196 $4M
2024 1 158 $5M

Nearby 401(k) Plans in New York

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

Beekman 1802, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Beekman 1802, Inc. 401(k) Plan, Total assets ($B): 0.004043363 · Participants: 196Beekman 1802, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Beekman 1802, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Beekman 1802, Inc. 401(k) Plan side-by-side with 3 peers →

Beekman 1802, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Walnut Creek - Danville Oral Surgery Profit Sharing 401(k) Plan in CA ($4M); by covered participants it is Oscor Inc. 401(k) Plan in TX (196 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (196 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 Beekman 1802, Inc. 401(k) Plan assets move in 2023? ▼
Beekman 1802, Inc. 401(k) Plan surged - up 38.1% during 2023, from $3M to $4M. Reported net income was $1M.
How have Beekman 1802, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beekman 1802, Inc.'s sponsor-wide assets grew 78.8%, from $3M to $5M.
Which 401(k) plans are similar in size to Beekman 1802, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Walnut Creek - Danville Oral Surgery Profit Sharing 401(k) Plan in CA ($4M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Beekman 1802, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Oscor Inc. 401(k) Plan in TX (196 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 824711315.

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.