401(k) · DOL Form 5500 · 2023

Beacon Residential Management Limited Partnership 401(k) Plan

Data updated 2026-08-11

$62M
Total assets
988
Participants
88th
Percentile by assets
$63,250
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Beacon Residential Management Limited Partnership 401(k) Retirement Savings Plan · Sponsored by Beacon Residential Management Limited Partnership · Massachusetts · Real Estate

$62M in assets, 988 participants

Beacon Residential Management Limited Partnership's Beacon Residential Management Limited Partnership 401(k) Retirement Savings Plan reported $62M in total assets and 988 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • 88th percentile by assets (of 127,072 plans)
  • #4,532 in Real Estate (4,727 peers)

Where Beacon Residential Management Limited Partnership 401(k) Retirement Savings Plan sits by assets

Beacon Residential Management Limited Partnership 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $62M for 988 participants (~$63,250/participant), up 19.5% in 2023.

$62M
total plan assets (2023 EOY)
988
covered participants
88th
percentile by assets (of 127,072 plans)
$63,250
avg assets per participant

Where Beacon Residential Management Limited Partnership 401(k) Retirement Savings Plan sits by total assets

Beacon Residential Management Limited Partnership 401(k) Retirement Savings Plan vs every filed plan by assets

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

$62,491,051 Top 12% higher than 88% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beacon Residential Management Limited Partnership 401(k) Retirement Savings Plan reported net income rose from -$8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Beacon Residential Management Limited Partnership 401(k) Retirement Savings Plan reported participants rose from 622 in the plan year 2022 filing to 988 in the plan year 2023 filing.
  • Beacon Residential Management Limited Partnership 401(k) Retirement Savings Plan end-of-year assets rose from $52M in the plan year 2022 filing to $62M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Industry

Beacon Residential Management Limited Partnership 401(k) Retirement Savings Plan vs the 2023 asset distribution

By assets, Beacon Residential Management Limited Partnership 401(k) Retirement Savings Plan outranks 88% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$62M
Net Income$10M
Employer EIN043017184
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beacon Residential Management Limited Partnership)

$50M$60M$70M$80M 202220232024 $52.3M $69.8M ▲ +33.4%
Total plan assets by year, all Beacon Residential Management Limited Partnership plans on file
Year Plans Participants Total Assets
2022 1 622 $52M
2023 1 988 $62M
2024 1 803 $70M

Nearby 401(k) Plans in Massachusetts

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

Beacon Residential Management Limited Partnership 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Beacon Residential M…, Total assets ($B): 0.062491051 · Participants: 988Beacon Residential M…Fidelity Retirement …, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement …Liberty Mutual 401(k…, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k…Massachusetts Instit…, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Instit…Boston Scientific Co…, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Co…Philips North Americ…, Total assets ($B): 5.779286156 · Participants: 19120Philips North Americ…
Beacon Residential Management Limited Partnership 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Beacon Residential Management Limited Partnership 401(k) Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Beacon Residential Management Limited Partnership 401(k) Retirement Savings Plan assets move in 2023?
Beacon Residential Management Limited Partnership 401(k) Retirement Savings Plan grew sharply - up 19.5% during 2023, from $52M to $62M. Reported net income was $10M.
How have Beacon Residential Management Limited Partnership plan assets changed over time?
Across 3 plan years on file (2022-2024), Beacon Residential Management Limited Partnership's sponsor-wide assets grew 33.4%, from $52M to $70M.
Where does Beacon Residential Management Limited Partnership 401(k) Retirement Savings Plan rank by assets among Form 5500 filers?
Beacon Residential Management Limited Partnership 401(k) Retirement Savings Plan ranks in the 88th 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 Residential Management Limited Partnership 401(k) Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Best & Flanagan LLP 401(k) Profit Sharing Plan in MN ($62M, 65 participants).

Next read for Beacon Residential Management Limited Pa…

Scale reading

Ways to act on Beacon Residential Management Limited Partnership 401(k) Retirement Savings Plan's numbers.

  • By total assets, Beacon Residential Management Limited Partnership 401(k) Retirement Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
  • Beacon Residential Management Limited Partnership's sponsor-wide assets have grown 33.4% since 2022 across 3 plan years on file. More Real Estate plans