401(k) · DOL Form 5500 · 2023

Beebe, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 8
Participants Small participant base: 40th
Percentile by assets National rank: $484,230
Avg per participant High balance/head

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Official DOL plan name: Beebe, Inc. Retirement Savings Plan · Sponsored by Beebe, Inc. · New Jersey · Wholesale Trade

$4M in assets, 8 participants

Beebe, Inc.'s Beebe, Inc. Retirement Savings Plan reported $4M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

#1,815 in Wholesale Trade (6,309 peers)

Beebe, Inc. multi-year trail

Beebe, Inc.'s plans moved +38.0% in assets from 2022 to 2024; this filing shows Beebe, Inc. Retirement Savings Plan at $4M / 8 participants.

#1,815
in Wholesale Trade (6,309 peers): +20.8%
assets growth YoY

Beebe, Inc. Retirement Savings Plan's mid-pack asset rank among Wholesale Trade and all filers

Beebe, Inc. Retirement Savings Plan vs every filed plan by assets

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

$3,873,839 40th percentile higher than 40% 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

Beebe, Inc. Retirement Savings Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beebe, Inc. Retirement Savings Plan is a micro filing (8 participants), the leftmost band.

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%)

Beebe, Inc. Retirement Savings Plan reported net income rose from -$116K in the plan year 2022 filing to $667K in the plan year 2023 filing.
Beebe, Inc. Retirement Savings Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Beebe, Inc. Retirement Savings Plan reported participants rose from 7 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 210669000 · Beebe, Inc. PY 2023 · 401(k)

Beebe, Inc. Retirement Savings Plan · $4M · 8 · 40th

SCH $4M
EBSA 8
PART 40th
TYPE 401(k)
NET near Beverly Farm Foundation 401(k) Plan
BOOK ind #1815

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 Wholesale Trade retirement plans → · Plans in New Jersey →

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

Beebe, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $4M 37.994663719874296% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	7	$3M
2023	1	8	$4M
2024	1	8	$4M

Beebe, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$4M
Net Income	$667K
Employer EIN	210669000
Plan Effective Date	1987-03-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Beebe, Inc. Retirement Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
Verizon Savings Plan for Management Employees $27.8B · 78,072
Johnson and Johnson Savings Plan $22.2B · 41,291
Ernst & Young Retirement Savings Plan $15.5B · 59,346
Merck US Savings Plan $13.4B · 26,850

Compare Beebe, Inc. Retirement Savings Plan side-by-side with 3 peers →

Beebe, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Beverly Farm Foundation 401(k) Plan in IL ($4M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Beverly Farm Foundation 401(k) Plan (IL) $4M · 238
New Britain Transportation Company 401(k) Profit Sharing Plan (CT) $4M · 351
Creative Communications Employee 401(k) Plan (WV) $4M · 75
Speedling, Inc. 401(k) Profit Sharing Plan (FL) $4M · 82

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

Burke Optometry, Inc. 401(k) Plan (CA) 8 · 0 off
Culshaw & Company LLC Employee Savings Plan (OR) 8 · 0 off
Cei 401(k) Profit Sharing Plan & Trust (GA) 8 · 0 off
Mcelhinny Automotive Co., Inc. Retirement Plan (KY) 8 · 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 Beebe, Inc. Retirement Savings Plan assets move in 2023? ▼

Beebe, Inc. Retirement Savings Plan grew sharply - up 20.8% during 2023, from $3M to $4M. Reported net income was $667K.

How have Beebe, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Beebe, Inc.'s sponsor-wide assets grew 38.0%, from $3M to $4M.

Which 401(k) plans are similar in size to Beebe, Inc. Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Beverly Farm Foundation 401(k) Plan in IL ($4M, 238 participants).

Which 401(k) plans cover a similar participant headcount to Beebe, Inc. Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 210669000.