Profit Sharing · DOL Form 5500 · 2024

Beach Berg Inc. Profit Sharing Plan

Data updated 2026-08-25

$538K
Total assets Small plan by assets
2
Participants Small participant base
18th
Percentile by assets National rank
$269,239
Avg per participant High balance/head
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Official DOL plan name: Beach Berg Inc. Retirement Plan · Sponsored by Beach Berg Inc. · Virginia · Food Services & Accommodation

$538K in assets, 2 participants

Beach Berg Inc.'s Beach Berg Inc. Retirement Plan reported $538K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,776 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Beach Berg Inc. Retirement Plan ranks #1,776 of 3,672 2024 filers by assets (3633% of the sector average)-$538K for 2 participants.

#1,776
in Food Services & Accommodation (3,672 peers)
+115.3%
assets growth YoY

Beach Berg Inc. Retirement Plan among the smaller filed plans by assets

Beach Berg Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$538,478 18th percentile higher than 18% of 123,620 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 2024

Beach Berg Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beach Berg Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Beach Berg Inc. Retirement Plan end-of-year assets rose from $250K in the plan year 2023 filing to $538K in the plan year 2024 filing.
  • Beach Berg Inc. Retirement Plan reported net income rose from $250K in the plan year 2023 filing to $288K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 881621782 · Beach Berg Inc. PY 2024 · Profit Sharing

Beach Berg Inc. Retirement Plan · $538K · 2 · 18th

  • EBSA $538K
  • EBSA 2
  • EBSA 18th
  • EBSA Profit Sharing
  • EBSA near The Settler's Group Inc Profit Sharing Plan
  • EBSA ind #1776

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 Food Services & Accommodation retirement plans → · Plans in Virginia →

Beach Berg Inc. Retirement Plan in the asset neighbourhood

Beach Berg Inc. Retirement PlanBeach Berg Inc. Retirement P…$538KThe Settler's Group Inc Profit Sharing PlanThe Settler's Group Inc Prof…$539KThe Spine Center Inc Profit Sharing PlanThe Spine Center Inc Profit …$539KMay Homes and Realty, Inc., Profit Sharing PlanMay Homes and Realty, Inc., …$538KCosprings Wellness Inc. Retirement PlanCosprings Wellness Inc. Reti…$538K
End-of-year total assets ($M) among Beach Berg Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$250K
Net Assets (End of Year)$538K
Net Income$288K
Employer EIN881621782
Plan Effective Date2023-04-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Beach Berg Inc.)

Sponsor-wide plan assets over time

All Beach Berg Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$538K 115.33521284466039% vs 2023
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 20232024 $0.25M $0.54M ▲ +116.0%
Year Plans Participants Total Assets
2023 1 2 $250K
2024 1 2 $538K

Nearby Profit Sharing Plans in Virginia

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

Beach Berg Inc. Retirement Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Beach Berg Inc. Retirement Plan, Total assets ($B): 0.000538478 · Participants: 2Beach Berg Inc. Retirement PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($B): 1.283763729 · Participants: 5562Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($B): 0.348426296 · Participants: 2152Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($B): 0.32295356 · Participants: 1608American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.226143645 · Participants: 508Analytic Services Inc. Defined Contribution Retirement PlanAssociated Universities Inc. Retirement Plan, Total assets ($B): 0.204752338 · Participants: 585Associated Universities Inc. Retirement Plan
Beach Berg Inc. Retirement Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare Beach Berg Inc. Retirement Plan side-by-side with 3 peers →

Beach Berg Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is The Settler's Group Inc Profit Sharing Plan in KS ($539K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Beach Berg Inc. Retirement Plan assets move in 2024? ▼
Beach Berg Inc. Retirement Plan surged - up 115.3% during 2024, from $250K to $538K. Reported net income was $288K.
How have Beach Berg Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Beach Berg Inc.'s sponsor-wide assets grew 115.3%, from $250K to $538K.
Where does Beach Berg Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Beach Berg Inc. Retirement Plan ranks in the 18th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Beach Berg Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Settler's Group Inc Profit Sharing Plan in KS ($539K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Beach Berg Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 881621782.

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.