401(k) · DOL Form 5500 · 2023

Beach Haus, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
128
Participants Small participant base
33rd
Percentile by assets National rank
$19,570
Avg per participant Low balance/head
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Official DOL plan name: Beach Haus, LLC 401(k) Plan · Sponsored by Beach Haus, LLC · California · Professional & Technical Services

$3M in assets, 128 participants

Beach Haus, LLC's Beach Haus, LLC 401(k) Plan reported $3M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,028 in Professional & Technical Services (20,321 peers)

Coverage in California

Beach Haus, LLC 401(k) Plan covers 128 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $3M.

#6,028
in Professional & Technical Services (20,321 peers)
+71.4%
assets growth YoY

Beach Haus, LLC 401(k) Plan among the smaller filed plans by assets

Beach Haus, LLC 401(k) Plan vs every filed plan by assets

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

$2,504,938 33rd percentile higher than 33% 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

Beach Haus, LLC 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. Beach Haus, LLC 401(k) Plan sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beach Haus, LLC 401(k) Plan reported net income rose from $461K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Beach Haus, LLC 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Beach Haus, LLC 401(k) Plan reported participants fell from 141 in the plan year 2022 filing to 128 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 262142243 · Beach Haus, LLC PY 2023 · 401(k)

Beach Haus, LLC 401(k) Plan · $3M · 128 · 33rd

  • ASSETS $3M
  • ASSETS 128
  • ASSETS 33rd
  • ASSETS 401(k)
  • ASSETS near Leggett, Clemons, Crandall PLLC 401(k) Profit Sharing Plan
  • ASSETS ind #6028

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 California →

Beach Haus, LLC 401(k) Plan in the asset neighbourhood

Beach Haus, LLC 401(k) Plan$3MLeggett, Clemons, Crandall PLLC 401(k) Profit Sharing PlanLeggett, Clemons, Crandall P…$3MMfgs, Inc. 401(k) Plan$3MPinch Flatbed, Inc. 401(k) PlanPinch Flatbed, Inc. 401(k) P…$3MLumicor Inc 401(k) Plan$3M
End-of-year total assets ($M) among Beach Haus, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN262142243
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beach Haus, LLC)

Sponsor-wide plan assets over time

All Beach Haus, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 133.9344870193222% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $1.46M $3.42M ▲ +134.2%
Year Plans Participants Total Assets
2022 1 141 $1M
2023 1 128 $3M
2024 1 108 $3M

Nearby 401(k) Plans in California

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

Beach Haus, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Beach Haus, LLC 401(k) Plan, Total assets ($B): 0.002504938 · Participants: 128Beach Haus, LLC 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
Beach Haus, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Beach Haus, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Leggett, Clemons, Crandall PLLC 401(k) Profit Sharing Plan in TX ($3M); by covered participants it is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Beach Haus, LLC 401(k) Plan assets move in 2023?
Beach Haus, LLC 401(k) Plan surged - up 71.4% during 2023, from $1M to $3M. Reported net income was $1M.
How have Beach Haus, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Beach Haus, LLC's sponsor-wide assets grew 133.9%, from $1M to $3M.
Which 401(k) plans are similar in size to Beach Haus, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Leggett, Clemons, Crandall PLLC 401(k) Profit Sharing Plan in TX ($3M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Beach Haus, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants, N/A in assets).