401(k) · DOL Form 5500 · 2023

Beechmont Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
322
Participants Below avg headcount
68th
Percentile by assets National rank
$48,799
Avg per participant Low balance/head
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Official DOL plan name: Beechmont Investments, Inc. Et Al 401(k) Trust · Sponsored by Beechmont Investments, Inc. · Ohio · Retail Trade

$16M in assets, 322 participants

Beechmont Investments, Inc.'s Beechmont Investments, Inc. Et Al 401(k) Trust reported $16M in total assets and 322 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #6,628 in Retail Trade (8,414 peers)

Coverage in Ohio

Beechmont Investments, Inc. Et Al 401(k) Trust covers 322 participants in Ohio, about 42% of the average Ohio filer (state average ~765 per filing). Assets: $16M.

#6,628
in Retail Trade (8,414 peers)
+26.3%
assets growth YoY

Beechmont Investments, Inc. Et Al 401(k) Trust's outsized position by total assets

Beechmont Investments, Inc. Et Al 401(k) Trust vs every filed plan by assets

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

$15,713,122 Top 32% higher than 68% 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

Beechmont Investments, Inc. Et Al 401(k) Trust 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. Beechmont Investments, Inc. Et Al 401(k) Trust sits mid-pack in the medium band (322 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beechmont Investments, Inc. Et Al 401(k) Trust reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Beechmont Investments, Inc. Et Al 401(k) Trust end-of-year assets rose from $12M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Beechmont Investments, Inc. Et Al 401(k) Trust reported participants rose from 309 in the plan year 2022 filing to 322 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 311125760 · Beechmont Investments, Inc. PY 2023 · 401(k)

Beechmont Investments, Inc. Et Al 401(k) Trust · $16M · 322 · 68th

  • PART $16M
  • PART 322
  • PART 68th
  • PART 401(k)
  • PART near Network Adjusters, Incorporated 401(k) Profit Sharing Plan &
  • PART ind #6628

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 Retail Trade retirement plans → · Plans in Ohio →

Beechmont Investments, Inc. Et Al 401(k) Trust in the asset neighbourhood

Beckerle Lumber Supply Company, Inc. Profit Sharing PlanBeckerle Lumber Supply Compa…$16MBeechmont Investments, Inc. Et Al 401(k) TrustBeechmont Investments, Inc. …$16MNetwork Adjusters, Incorporated 401(k) Profit Sharing Plan &Network Adjusters, Incorpora…$16MFox River Mills 401(k) Plan$16MCadence Education LLC 401(k) Savings PlanCadence Education LLC 401(k)…$16M
End-of-year total assets ($M) among Beechmont Investments, Inc. Et Al 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN311125760
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beechmont Investments, Inc.)

Sponsor-wide plan assets over time

All Beechmont Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 40.91869226164897% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $12.4M $17.5M ▲ +40.9%
Year Plans Participants Total Assets
2022 1 309 $12M
2023 1 322 $16M
2024 1 328 $18M

Nearby 401(k) Plans in Ohio

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

Beechmont Investments, Inc. Et Al 401(k) Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Beechmont Investments, Inc. Et Al 401(k) Trust, Total assets ($B): 0.015713122 · Participants: 322Beechmont Investments, Inc. Et Al 401(k) TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Beechmont Investments, Inc. Et Al 401(k) Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Beechmont Investments, Inc. Et Al 401(k) Trust side-by-side with 3 peers →

Beechmont Investments, Inc. Et Al 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Network Adjusters, Incorporated 401(k) Profit Sharing Plan & in NY ($16M); by covered participants it is The Doctors Clinic, a P. C. 401(k) Profit Sharing Plan in WA (322 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (322 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 Beechmont Investments, Inc. Et Al 401(k) Trust assets move in 2023? ▼
Beechmont Investments, Inc. Et Al 401(k) Trust grew sharply - up 26.3% during 2023, from $12M to $16M. Reported net income was $3M.
How have Beechmont Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beechmont Investments, Inc.'s sponsor-wide assets grew 40.9%, from $12M to $18M.
Which 401(k) plans are similar in size to Beechmont Investments, Inc. Et Al 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by assets is Network Adjusters, Incorporated 401(k) Profit Sharing Plan & in NY ($16M, 129 participants).
Which 401(k) plans cover a similar participant headcount to Beechmont Investments, Inc. Et Al 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Doctors Clinic, a P. C. 401(k) Profit Sharing Plan in WA (322 participants, $123M 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 311125760.

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.