401(k) · DOL Form 5500 · 2023

Beech Brook 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
153
Participants Small participant base
62nd
Percentile by assets National rank
$77,086
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Beech Brook Retirement Savings Plan · Sponsored by Beech Brook · Ohio · Healthcare & Social Assistance

$12M in assets, 153 participants

Beech Brook's Beech Brook Retirement Savings Plan reported $12M in total assets and 153 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #11,952 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Beech Brook Retirement Savings Plan covers 153 participants in Ohio, about 20% of the average Ohio filer (state average ~765 per filing). Assets: $12M.

#11,952
in Healthcare & Social Assistance (17,684 peers)
+10.6%
assets growth YoY

Beech Brook Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Beech Brook Retirement Savings Plan vs every filed plan by assets

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

$11,794,163 Top 38% higher than 62% 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

Beech Brook Retirement Savings 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. Beech Brook Retirement Savings Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beech Brook Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Beech Brook Retirement Savings Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Beech Brook Retirement Savings Plan reported participants fell from 169 in the plan year 2022 filing to 153 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 340714597 · Beech Brook PY 2023 · 401(k)

Beech Brook Retirement Savings Plan · $12M · 153 · 62nd

  • EOY $12M
  • EOY 153
  • EOY 62nd
  • EOY 401(k)
  • EOY near Woodland Foods 401(k) Plan
  • EOY ind #11952

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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →

Beech Brook Retirement Savings Plan in the asset neighbourhood

Dermtech, Inc. 401(k) Plan$12MGoldstein Auto Group 401(k) PlanGoldstein Auto Group 401(k) …$12MBeech Brook Retirement Savings PlanBeech Brook Retirement Savin…$12MWoodland Foods 401(k) Plan$12MArteris Ip 401(k) Plan$12M
End-of-year total assets ($M) among Beech Brook Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN340714597
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beech Brook)

Sponsor-wide plan assets over time

All Beech Brook plans reported in each filing year

Latest sponsor-wide plan assets
$13M 20.728679736738066% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.7M $12.9M ▲ +20.7%
Year Plans Participants Total Assets
2022 1 169 $11M
2023 1 153 $12M
2024 1 150 $13M

Nearby 401(k) Plans in Ohio

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

Beech Brook Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Beech Brook Retirement Savings Plan, Total assets ($B): 0.011794163 · Participants: 153Beech Brook Retirement Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Beech Brook Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Beech Brook Retirement Savings Plan side-by-side with 3 peers →

Beech Brook Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Woodland Foods 401(k) Plan in IL ($12M); by covered participants it is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Beech Brook Retirement Savings Plan assets move in 2023? ▼
Beech Brook Retirement Savings Plan grew at a solid clip - up 10.6% during 2023, from $11M to $12M. Reported net income was $1M.
How have Beech Brook plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beech Brook's sponsor-wide assets grew 20.7%, from $11M to $13M.
Which 401(k) plans are similar in size to Beech Brook Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Woodland Foods 401(k) Plan in IL ($12M, 292 participants).
Which 401(k) plans cover a similar participant headcount to Beech Brook Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 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 340714597.

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.