401(k) · DOL Form 5500 · 2023

Beyond Finance, LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
1,048
Participants Near avg headcount
76th
Percentile by assets National rank
$23,679
Avg per participant Low balance/head
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Official DOL plan name: Beyond Finance, LLC 401(k) Plan · Sponsored by Beyond Finance, LLC · Texas · Other Services

$25M in assets, 1,048 participants

Beyond Finance, LLC's Beyond Finance, LLC 401(k) Plan reported $25M in total assets and 1,048 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,885 in Other Services (7,857 peers)

Where Beyond Finance, LLC 401(k) Plan sits by assets

Beyond Finance, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 1,048 participants (~$23,679/participant), up 105.3% in 2023.

#6,885
in Other Services (7,857 peers)
+105.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

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

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

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

$24,815,353 Top 24% higher than 76% 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

Beyond Finance, LLC 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. Beyond Finance, LLC 401(k) Plan lands in the large band (1,048 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beyond Finance, LLC 401(k) Plan reported net income rose from $3M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Beyond Finance, LLC 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Beyond Finance, LLC 401(k) Plan reported participants rose from 782 in the plan year 2022 filing to 1,048 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 274222275 · Beyond Finance, LLC PY 2023 · 401(k)

Beyond Finance, LLC 401(k) Plan · $25M · 1,048 · 76th

  • PHOTO $25M
  • PHOTO 1,048
  • PHOTO 76th
  • PHOTO 401(k)
  • PHOTO near Aristotle International, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #6885

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 Other Services retirement plans → · Plans in Texas →

Beyond Finance, LLC 401(k) Plan in the asset neighbourhood

Beyond Finance, LLC 401(k) PlanBeyond Finance, LLC 401(k) P…$25MMesser Cutting Systems, Inc. 401(k) Savings and Investment PlanMesser Cutting Systems, Inc.…$25MJhi Group Inc. Incentive Savings PlanJhi Group Inc. Incentive Sav…$25MAristotle International, Inc. 401(k) Profit Sharing PlanAristotle International, Inc…$25MGolden State Dermatology Management, LLC 401(k) PlanGolden State Dermatology Man…$25M
End-of-year total assets ($M) among Beyond Finance, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$25M
Net Income$11M
Employer EIN274222275
Plan Effective Date2016-10-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Beyond Finance, LLC)

Sponsor-wide plan assets over time

All Beyond Finance, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$40M 228.69224373637556% vs 2022
2024 filing year
$0M$10M$20M$30M$40M$50M 202220232024 $12.1M $39.7M ▲ +228.6%
Year Plans Participants Total Assets
2022 1 782 $12M
2023 1 1,048 $25M
2024 1 2,030 $40M

Nearby 401(k) Plans in Texas

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

Beyond Finance, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Beyond Finance, LLC 401(k) Plan, Total assets ($B): 0.024815353 · Participants: 1048Beyond Finance, LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Beyond Finance, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Beyond Finance, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Aristotle International, Inc. 401(k) Profit Sharing Plan in DC ($25M); by covered participants it is Bradley Arant Boult Cummings LLP Retirement Plan in AL (1,048 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,048 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 Beyond Finance, LLC 401(k) Plan assets move in 2023? ▼
Beyond Finance, LLC 401(k) Plan surged - up 105.3% during 2023, from $12M to $25M. Reported net income was $11M.
How have Beyond Finance, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beyond Finance, LLC's sponsor-wide assets grew 228.7%, from $12M to $40M.
Where does Beyond Finance, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Beyond Finance, LLC 401(k) Plan ranks in the 76th 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 Beyond Finance, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aristotle International, Inc. 401(k) Profit Sharing Plan in DC ($25M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Beyond Finance, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bradley Arant Boult Cummings LLP Retirement Plan in AL (1,048 participants, $590M 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 274222275.

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.