401(k) · DOL Form 5500 · 2023

Above & Beyond Business Tools for Entrepreneurs 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
350
Participants Below avg headcount
63rd
Percentile by assets National rank
$34,973
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Above and Beyond 401(k) Plan · Sponsored by Above & Beyond Business Tools for Entrepreneurs · New Jersey · Finance & Insurance

$12M in assets, 350 participants

Above & Beyond Business Tools for Entrepreneurs's Above and Beyond 401(k) Plan reported $12M in total assets and 350 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,250 in Finance & Insurance (8,869 peers)

Coverage in New Jersey

Above and Beyond 401(k) Plan covers 350 participants in New Jersey, about 41% of the average New Jersey filer (state average ~844 per filing). Assets: $12M.

#4,250
in Finance & Insurance (8,869 peers)
+22.5%
assets growth YoY

Above and Beyond 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Above and Beyond 401(k) Plan vs every filed plan by assets

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

$12,240,418 Top 37% higher than 63% 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

Above and Beyond 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. Above and Beyond 401(k) Plan sits mid-pack in the medium band (350 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Above and Beyond 401(k) Plan reported net income rose from -$55K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Above and Beyond 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Above and Beyond 401(k) Plan reported participants fell from 414 in the plan year 2022 filing to 350 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 814137537 · Above & Beyond Business Tools for Entrepreneurs PY 2023 · 401(k)

Above and Beyond 401(k) Plan · $12M · 350 · 63rd

  • SCH $12M
  • EBSA 350
  • PART 63rd
  • TYPE 401(k)
  • NET near Qdoba Restaurant Corporation 401(k) Plan
  • BOOK ind #4250

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 Finance & Insurance retirement plans → · Plans in New Jersey →

Above and Beyond 401(k) Plan in the asset neighbourhood

Above and Beyond 401(k) Plan$12MQdoba Restaurant Corporation 401(k) PlanQdoba Restaurant Corporation…$12MAunalytics 401(k) Retirement Savings PlanAunalytics 401(k) Retirement…$12MBob Sumerel Tire Co., Inc 401(k) and Profit Sharing PlanBob Sumerel Tire Co., Inc 40…$12MSunvera Group, LLC 401(k) Savings PlanSunvera Group, LLC 401(k) Sa…$12M
End-of-year total assets ($M) among Above and Beyond 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN814137537
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Above & Beyond Business Tools for Entrepreneurs)

Sponsor-wide plan assets over time

All Above & Beyond Business Tools for Entrepreneurs plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M 202220232024 $9.99M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 414 $10M
2023 1 350 $12M
2024 1 169 N/A

Nearby 401(k) Plans in New Jersey

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

Above and Beyond 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Above and Beyond 401(k) Plan, Total assets ($B): 0.012240418 · Participants: 350Above and Beyond 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Above and Beyond 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Above and Beyond 401(k) Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest 401(k) by assets is Qdoba Restaurant Corporation 401(k) Plan in CA ($12M); by covered participants it is Preservation Management, Inc. 401(k) Profit Sharing Plan in ME (350 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (350 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 Above and Beyond 401(k) Plan assets move in 2023? ▼
Above and Beyond 401(k) Plan grew sharply - up 22.5% during 2023, from $10M to $12M. Reported net income was $2M.
Which 401(k) plans are similar in size to Above and Beyond 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Qdoba Restaurant Corporation 401(k) Plan in CA ($12M, 3,292 participants).
Which 401(k) plans cover a similar participant headcount to Above and Beyond 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Preservation Management, Inc. 401(k) Profit Sharing Plan in ME (350 participants, $7M 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 814137537.

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.