401(k) · DOL Form 5500 · 2023

Beacon Specialized Living Services, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
1,090
Participants Near avg headcount
62nd
Percentile by assets National rank
$10,832
Avg per participant Low balance/head
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Official DOL plan name: Beacon Specialized Living 401(k) Plan · Sponsored by Beacon Specialized Living Services, Inc. · Michigan · Healthcare & Social Assistance

$12M in assets, 1,090 participants

Beacon Specialized Living Services, Inc.'s Beacon Specialized Living 401(k) Plan reported $12M in total assets and 1,090 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.

  • #11,954 in Healthcare & Social Assistance (17,684 peers)

Beacon Specialized Living Services, Inc. multi-year trail

Beacon Specialized Living Services, Inc.'s plans moved +105.4% in assets from 2022 to 2024; this filing shows Beacon Specialized Living 401(k) Plan at $12M / 1,090 participants.

#11,954
in Healthcare & Social Assistance (17,684 peers)
+55.0%
assets growth YoY

Beacon Specialized Living 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Beacon Specialized Living 401(k) Plan vs every filed plan by assets

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

$11,806,934 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

Beacon Specialized Living 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beacon Specialized Living 401(k) Plan lands in the large band (1,090 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beacon Specialized Living 401(k) Plan reported net income rose from $327K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Beacon Specialized Living 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Beacon Specialized Living 401(k) Plan reported participants fell from 1,456 in the plan year 2022 filing to 1,090 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 383411707 · Beacon Specialized Living Services, Inc. PY 2023 · 401(k)

Beacon Specialized Living 401(k) Plan · $12M · 1,090 · 62nd

  • ASSETS $12M
  • PCT 1,090
  • EIN 62nd
  • RANK 401(k)
  • PHOTO near Boundless Enterprises, LLC 401(k) Plan
  • IND ind #11954

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 Michigan →

Beacon Specialized Living 401(k) Plan in the asset neighbourhood

Beacon Specialized Living 401(k) PlanBeacon Specialized Living 40…$12MBoundless Enterprises, LLC 401(k) PlanBoundless Enterprises, LLC 4…$12MCalifornia Rehabilitation Serv 401(k) Profit Sharing Plan & TrustCalifornia Rehabilitation Se…$12MBigid 401(k) Plan$12MPacific Northwest Ballet Association Employee Benefit Plan (Staff)Pacific Northwest Ballet Ass…$12M
End-of-year total assets ($M) among Beacon Specialized Living 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Beacon Specialized Living Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Beacon Specialized Living Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 105.4305358366675% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $7.62M $15.7M ▲ +105.4%
Year Plans Participants Total Assets
2022 1 1,456 $8M
2023 1 1,090 $12M
2024 1 2,858 $16M

Beacon Specialized Living Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$12M
Net Income$4M
Employer EIN383411707
Plan Effective Date2018-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Beacon Specialized Living 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Beacon Specialized Living 401(k) Plan, Total assets ($B): 0.011806934 · Participants: 1090Beacon Specialized Living 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Beacon Specialized Living 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants

Beacon Specialized Living 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Boundless Enterprises, LLC 401(k) Plan in NE ($12M); by covered participants it is Sheet Metal Workers Union Local 38 Profit Sharing Fund in NY (1,090 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,090 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 Beacon Specialized Living 401(k) Plan assets move in 2023?
Beacon Specialized Living 401(k) Plan surged - up 55.0% during 2023, from $8M to $12M. Reported net income was $4M.
How have Beacon Specialized Living Services, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Beacon Specialized Living Services, Inc.'s sponsor-wide assets grew 105.4%, from $8M to $16M.
Which 401(k) plans are similar in size to Beacon Specialized Living 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Boundless Enterprises, LLC 401(k) Plan in NE ($12M, 464 participants).
Which 401(k) plans cover a similar participant headcount to Beacon Specialized Living 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Sheet Metal Workers Union Local 38 Profit Sharing Fund in NY (1,090 participants, $201M in assets).