401(k) · DOL Form 5500 · 2023

Beams, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets: 409
Participants Below avg headcount: 73rd
Percentile by assets National rank: $51,246
Avg per participant Low balance/head

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Official DOL plan name: Beams, LLC 401(k) Plan · Sponsored by Beams, LLC · Iowa · Professional & Technical Services

$21M in assets, 409 participants

Beams, LLC's Beams, LLC 401(k) Plan reported $21M in total assets and 409 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

#14,926 in Professional & Technical Services (20,321 peers)

Beams, LLC multi-year trail

Beams, LLC's plans moved +60.9% in assets from 2022 to 2024; this filing shows Beams, LLC 401(k) Plan at $21M / 409 participants.

#14,926
in Professional & Technical Services (20,321 peers): +21.9%
assets growth YoY

Beams, LLC 401(k) Plan's outsized position by total assets

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

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

$20,959,638 Top 27% higher than 73% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Beams, 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. Beams, LLC 401(k) Plan sits mid-pack in the medium band (409 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Beams, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Beams, LLC 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
Beams, LLC 401(k) Plan reported participants rose from 370 in the plan year 2022 filing to 409 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 844172492 · Beams, LLC PY 2023 · 401(k)

Beams, LLC 401(k) Plan · $21M · 409 · 73rd

IND $21M
IND 409
IND 73rd
IND 401(k)
IND near Open Technology Solutions, LLC 401(k) Plan
IND ind #14926

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 Iowa →

End-of-year total assets ($M) among Beams, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Beams, LLC multi-year asset trail

Latest sponsor-wide plan assets: $28M 60.92954215634098% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	370	$17M
2023	1	409	$21M
2024	1	692	$28M

Beams, LLC filing trail (2023)

Total Assets (Beginning of Year)	$17M
Net Assets (End of Year)	$21M
Net Income	$4M
Employer EIN	844172492
Plan Effective Date	2021-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Beams, LLC 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants

The Principal Select Savings Plan $4.1B · 12,827
Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
The Rsm US LLP Retirement Plan $2.9B · 14,720
Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999

Compare Beams, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest 401(k) by assets is Open Technology Solutions, LLC 401(k) Plan in CO ($21M); by covered participants it is Bank First Retirement Plan in WI (409 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Open Technology Solutions, LLC 401(k) Plan (CO) $21M · 175
William B. Meyer Incorporated Retirement and 401(k) Plan (CT) $21M · 181
Feo Investments, Inc. Employee Stock Ownership Plan (NE) $21M · 100
Tortoiseecofin 401(k) Plan (KS) $21M · 107

Similar participant headcount

Nearest other-state filings by covered participants (409 participants); asset peers above are excluded.

Bank First Retirement Plan (WI) 409 · 0 off
Nath Companies 401(k) Plan (MN) 409 · 0 off
Premier America Retirement and Savings Plan (CA) 409 · 0 off
Arcadia Solutions Retirement Savings Plan (MA) 409 · 0 off

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 Beams, LLC 401(k) Plan assets move in 2023? ▼

Beams, LLC 401(k) Plan grew sharply - up 21.9% during 2023, from $17M to $21M. Reported net income was $4M.

How have Beams, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Beams, LLC's sponsor-wide assets grew 60.9%, from $17M to $28M.

Which 401(k) plans are similar in size to Beams, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Open Technology Solutions, LLC 401(k) Plan in CO ($21M, 175 participants).

Which 401(k) plans cover a similar participant headcount to Beams, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Bank First Retirement Plan in WI (409 participants, $64M 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 844172492.