Profit Sharing · DOL Form 5500 · 2023

Beverly Steel, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
11
Participants Small participant base
34th
Percentile by assets National rank
$239,700
Avg per participant Above avg balance/head
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Official DOL plan name: Beverly Steel, Inc. Profit Sharing Plan · Sponsored by Beverly Steel, Inc. · Tennessee · Manufacturing

$3M in assets, 11 participants

Beverly Steel, Inc.'s Beverly Steel, Inc. Profit Sharing Plan reported $3M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #3,306 in Manufacturing (18,722 peers)

Beverly Steel, Inc. multi-year trail

Beverly Steel, Inc.'s plans moved +28.0% in assets from 2022 to 2024; this filing shows Beverly Steel, Inc. Profit Sharing Plan at $3M / 11 participants.

#3,306
in Manufacturing (18,722 peers)
+15.4%
assets growth YoY

Beverly Steel, Inc. Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Beverly Steel, Inc. Profit Sharing Plan vs every filed plan by assets

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

$2,636,701 34th percentile higher than 34% 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

Beverly Steel, Inc. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beverly Steel, Inc. Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beverly Steel, Inc. Profit Sharing Plan reported net income rose from $12K in the plan year 2022 filing to $352K in the plan year 2023 filing.
  • Beverly Steel, Inc. Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 621212494 · Beverly Steel, Inc. PY 2023 · Profit Sharing

Beverly Steel, Inc. Profit Sharing Plan · $3M · 11 · 34th

  • 5500 $3M
  • 5500 11
  • 5500 34th
  • 5500 Profit Sharing
  • 5500 near Meisinger Construction Compny Profit Sharing Trust
  • 5500 ind #3306

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 Tennessee →

Beverly Steel, Inc. Profit Sharing Plan in the asset neighbourhood

Beverly Steel, Inc. Profit Sharing PlanBeverly Steel, Inc. Profit S…$3MMeisinger Construction Compny Profit Sharing TrustMeisinger Construction Compn…$3MG. Arzeno Lopez Retirement PlanG. Arzeno Lopez Retirement P…$3MG. Arzeno Lopez Retirement PlanG. Arzeno Lopez Retirement P…$3MG. Arzeno Lopez Retirement PlanG. Arzeno Lopez Retirement P…$3M
End-of-year total assets ($M) among Beverly Steel, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Beverly Steel, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Beverly Steel, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 27.96031782161229% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.28M $2.92M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 11 $2M
2023 1 11 $3M
2024 1 12 $3M

Beverly Steel, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$352K
Employer EIN621212494
Plan Effective Date1976-12-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Tennessee

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Beverly Steel, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600 Total assets ($M) Participants Beverly Steel, Inc. Profit Sharing Plan, Total assets ($M): 2.636701 · Participants: 11Beverly Steel, Inc. Profit Sharing PlanBallad Health 401(a) Plan, Total assets ($M): 478.135258 · Participants: 5420Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 87.734816 · Participants: 494Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 77.298273 · Participants: 1475New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 66.606114 · Participants: 237Ulps Employee Savings PlanGerber/Taylor Capital Advisors Profit Sharing Plan, Total assets ($M): 45.840819 · Participants: 40Gerber/Taylor Capital Advisors Profit Sharing Plan
Beverly Steel, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Beverly Steel, Inc. Profit Sharing Plan side-by-side with 3 peers →

Beverly Steel, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Meisinger Construction Compny Profit Sharing Trust in MN ($3M); by covered participants it is Schur Sugarman Professional Corp Profit Sharing Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Beverly Steel, Inc. Profit Sharing Plan assets move in 2023? ▼
Beverly Steel, Inc. Profit Sharing Plan grew sharply - up 15.4% during 2023, from $2M to $3M. Reported net income was $352K.
How have Beverly Steel, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beverly Steel, Inc.'s sponsor-wide assets grew 28.0%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Beverly Steel, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Meisinger Construction Compny Profit Sharing Trust in MN ($3M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Beverly Steel, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Schur Sugarman Professional Corp Profit Sharing Plan in CA (11 participants, N/A 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 621212494.

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.