401(k) · DOL Form 5500 · 2023

Beachfleischman PLLC 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
199
Participants Below avg headcount
85th
Percentile by assets National rank
$232,577
Avg per participant Above avg balance/head
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Official DOL plan name: Beachfleischman, PLLC 401(k) Plan · Sponsored by Beachfleischman PLLC · Arizona · Professional & Technical Services

$46M in assets, 199 participants

Beachfleischman PLLC's Beachfleischman, PLLC 401(k) Plan reported $46M in total assets and 199 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,435 in Professional & Technical Services (20,321 peers)

Coverage in Arizona

Beachfleischman, PLLC 401(k) Plan covers 199 participants in Arizona, about 35% of the average Arizona filer (state average ~564 per filing). Assets: $46M.

#17,435
in Professional & Technical Services (20,321 peers)
+11.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Beachfleischman, PLLC 401(k) Plan's outsized position by total assets

Beachfleischman, PLLC 401(k) Plan vs every filed plan by assets

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

$46,282,876 Top 15% higher than 85% 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

Beachfleischman, PLLC 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. Beachfleischman, PLLC 401(k) Plan sits mid-pack in the medium band (199 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beachfleischman, PLLC 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Beachfleischman, PLLC 401(k) Plan end-of-year assets rose from $41M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • Beachfleischman, PLLC 401(k) Plan reported participants rose from 179 in the plan year 2022 filing to 199 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 860683059 · Beachfleischman PLLC PY 2023 · 401(k)

Beachfleischman, PLLC 401(k) Plan · $46M · 199 · 85th

  • EOY $46M
  • EOY 199
  • EOY 85th
  • EOY 401(k)
  • EOY near Shelter Products, Inc. Savings Plan and Trust
  • EOY ind #17435

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 Arizona →

Beachfleischman, PLLC 401(k) Plan in the asset neighbourhood

Shelter Products, Inc. Savings Plan and TrustShelter Products, Inc. Savin…$46MCampbell, Conroy & O'neil Professional Corporation 401(k) PlanCampbell, Conroy & O'neil Pr…$46MBeachfleischman, PLLC 401(k) PlanBeachfleischman, PLLC 401(k)…$46MAhold Delhaize USA Corporate Support 401(k) PlanAhold Delhaize USA Corporate…$46MOklahoma Farm Bureau and Affiliated Companies Voluntary Employee Savings PlanOklahoma Farm Bureau and Aff…$46M
End-of-year total assets ($M) among Beachfleischman, PLLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$46M
Net Income$5M
Employer EIN860683059
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beachfleischman PLLC)

Sponsor-wide plan assets over time

All Beachfleischman PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$63M 24.307048305258927% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $50.3M $62.5M ▲ +24.3%
Year Plans Participants Total Assets
2022 2 325 $50M
2023 2 354 $56M
2024 2 395 $63M

Nearby 401(k) Plans in Arizona

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

Beachfleischman, PLLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Beachfleischman, PLLC 401(k) Plan, Total assets ($B): 0.046282876 · Participants: 199Beachfleischman, PLLC 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Beachfleischman, PLLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Beachfleischman, PLLC 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Shelter Products, Inc. Savings Plan and Trust in OR ($46M); by covered participants it is Una's Nonprofit Retirement Solution in UT (199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 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 Beachfleischman, PLLC 401(k) Plan assets move in 2023? ▼
Beachfleischman, PLLC 401(k) Plan grew at a solid clip - up 11.6% during 2023, from $41M to $46M. Reported net income was $5M.
How have Beachfleischman PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beachfleischman PLLC's sponsor-wide assets grew 24.3%, from $50M to $63M.
Where does Beachfleischman, PLLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Beachfleischman, PLLC 401(k) Plan ranks in the 85th 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 Beachfleischman, PLLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shelter Products, Inc. Savings Plan and Trust in OR ($46M, 71 participants).
Which 401(k) plans cover a similar participant headcount to Beachfleischman, PLLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Una's Nonprofit Retirement Solution in UT (199 participants, $987K 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 860683059.

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.