401(k) · DOL Form 5500 · 2024

J. D. Beam, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
34
Participants Small participant base
36th
Percentile by assets National rank
$99,522
Avg per participant Below avg balance/head
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Official DOL plan name: J. D. Beam, Inc. Savings Plan · Sponsored by J. D. Beam, Inc. · North Carolina · Construction

$3M in assets, 34 participants

J. D. Beam, Inc.'s J. D. Beam, Inc. Savings Plan reported $3M in total assets and 34 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #3,114 in Construction (9,039 peers)

J. D. Beam, Inc. multi-year trail

J. D. Beam, Inc.'s plans moved -10.5% in assets from 2022 to 2024; this filing shows J. D. Beam, Inc. Savings Plan at $3M / 34 participants.

#3,114
in Construction (9,039 peers)
+16.0%
assets growth YoY

J. D. Beam, Inc. Savings Plan's mid-pack asset rank among Construction and all filers

J. D. Beam, Inc. Savings Plan vs every filed plan by assets

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

$3,383,757 36th percentile higher than 36% 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

J. D. Beam, Inc. Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J. D. Beam, Inc. Savings Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J. D. Beam, Inc. Savings Plan reported net income rose from -$865K in the plan year 2023 filing to $467K in the plan year 2024 filing.
  • J. D. Beam, Inc. Savings Plan reported participants rose from 26 in the plan year 2023 filing to 34 in the plan year 2024 filing.
  • J. D. Beam, Inc. Savings Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 561337203 · J. D. Beam, Inc. PY 2024 · 401(k)

J. D. Beam, Inc. Savings Plan · $3M · 34 · 36th

  • IND $3M
  • EOY 34
  • 5500 36th
  • ASSETS 401(k)
  • PCT near Henry Elliott 401(k) Plan
  • EIN ind #3114

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 Construction retirement plans → · Plans in North Carolina →

J. D. Beam, Inc. Savings Plan in the asset neighbourhood

J. D. Beam, Inc. Savings Plan$3MHenry Elliott 401(k) Plan$3MNorth Trademark Finance Company, LLC 401(k) Profit Sharing PlanNorth Trademark Finance Comp…$3MNts Amega West 401(k) Plan$3MJel Sert Retirement Income and Savings PlanJel Sert Retirement Income a…$3M
End-of-year total assets ($M) among J. D. Beam, Inc. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

J. D. Beam, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All J. D. Beam, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 10.519831435180924% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $3.78M $3.38M ▼ -10.6%
Year Plans Participants Total Assets
2022 1 27 $4M
2023 1 26 $3M
2024 1 34 $3M

J. D. Beam, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$467K
Employer EIN561337203
Plan Effective Date1986-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

J. D. Beam, Inc. Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants J. D. Beam, Inc. Savings Plan, Total assets ($B): 0.003383757 · Participants: 34J. D. Beam, Inc. Savings PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
J. D. Beam, Inc. Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare J. D. Beam, Inc. Savings Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Henry Elliott 401(k) Plan in MA ($3M); by covered participants it is Therapy Rehabilitation Services, Inc.-Education 401(k) Plan in AZ (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 J. D. Beam, Inc. Savings Plan assets move in 2024? ▼
J. D. Beam, Inc. Savings Plan grew sharply - up 16.0% during 2024, from $3M to $3M. Reported net income was $467K.
How have J. D. Beam, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. D. Beam, Inc.'s sponsor-wide assets declined 10.5%, from $4M to $3M.
Which 401(k) plans are similar in size to J. D. Beam, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Henry Elliott 401(k) Plan in MA ($3M, 35 participants).
Which 401(k) plans cover a similar participant headcount to J. D. Beam, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Therapy Rehabilitation Services, Inc.-Education 401(k) Plan in AZ (34 participants, $1M 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 561337203.

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.