401(k) · DOL Form 5500 · 2023

The Beveled Edge 401(k) Plan

Data updated 2026-08-25

$867K
Total assets Small plan by assets
26
Participants Small participant base
22nd
Percentile by assets National rank
$33,358
Avg per participant Low balance/head
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Official DOL plan name: The Beveled Edge 401(k) Profit Sharing Plan & Trust · Sponsored by The Beveled Edge · California · Manufacturing

$867K in assets, 26 participants

The Beveled Edge's The Beveled Edge 401(k) Profit Sharing Plan & Trust reported $867K in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,800 in Manufacturing (18,722 peers)

The Beveled Edge multi-year trail

The Beveled Edge's plans moved +11.1% in assets from 2022 to 2023; this filing shows The Beveled Edge 401(k) Profit Sharing Plan & Trust at $867K / 26 participants.

#1,800
in Manufacturing (18,722 peers)
+11.1%
assets growth YoY

The Beveled Edge 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

The Beveled Edge 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$867,318 22nd percentile higher than 22% 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

The Beveled Edge 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Beveled Edge 401(k) Profit Sharing Plan & Trust is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Beveled Edge 401(k) Profit Sharing Plan & Trust reported net income rose from -$62K in the plan year 2022 filing to $87K in the plan year 2023 filing.
  • The Beveled Edge 401(k) Profit Sharing Plan & Trust reported participants rose from 14 in the plan year 2022 filing to 26 in the plan year 2023 filing.
  • The Beveled Edge 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $780K in the plan year 2022 filing to $867K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 770402605 · The Beveled Edge PY 2023 · 401(k)

The Beveled Edge 401(k) Profit Sharing Plan & Trust · $867K · 26 · 22nd

  • NET $867K
  • BOOK 26
  • VS-ST 22nd
  • BOY 401(k)
  • SCH near Vincent T Schettler, LLC. 401(k) Profit Sharing Plan & Trust
  • EBSA ind #1800

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 Manufacturing retirement plans → · Plans in California →

The Beveled Edge 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

The Beveled Edge 401(k) Profit Sharing Plan & TrustThe Beveled Edge 401(k) Prof…$867KVincent T Schettler, LLC. 401(k) Profit Sharing Plan & TrustVincent T Schettler, LLC. 40…$867KSquare One Concepts, Inc. 401(k) PlanSquare One Concepts, Inc. 40…$867KGbk Services, Inc. 401(k) PlanGbk Services, Inc. 401(k) Pl…$868KZenith Centurion Ventures, Inc. 401(k) Profit Sharing PlanZenith Centurion Ventures, I…$868K
End-of-year total assets ($M) among The Beveled Edge 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Beveled Edge multi-year asset trail

Sponsor-wide plan assets over time

All The Beveled Edge plans reported in each filing year

Latest sponsor-wide plan assets
$867K 11.133064764130635% vs 2022
2023 filing year
$0.75M$0.8M$0.85M$0.9M 20222023 $0.78M $0.87M ▲ +11.5%
Year Plans Participants Total Assets
2022 1 14 $780K
2023 1 26 $867K

The Beveled Edge filing trail (2023)

Total Assets (Beginning of Year)$780K
Net Assets (End of Year)$867K
Net Income$87K
Employer EIN770402605
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

The Beveled Edge 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Beveled Edge 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000867318 · Participants: 26The Beveled Edge 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
The Beveled Edge 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare The Beveled Edge 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

The Beveled Edge 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Vincent T Schettler, LLC. 401(k) Profit Sharing Plan & Trust in NV ($867K); by covered participants it is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants). Same-state nearby plans are listed separately above.

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 The Beveled Edge 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
The Beveled Edge 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 11.1% during 2023, from $780K to $867K. Reported net income was $87K.
How have The Beveled Edge plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), The Beveled Edge's sponsor-wide assets grew 11.1%, from $780K to $867K.
Where does The Beveled Edge 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
The Beveled Edge 401(k) Profit Sharing Plan & Trust ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to The Beveled Edge 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Vincent T Schettler, LLC. 401(k) Profit Sharing Plan & Trust in NV ($867K, 3 participants).
Which 401(k) plans cover a similar participant headcount to The Beveled Edge 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants, $13M 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 770402605.

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.