Profit Sharing · DOL Form 5500 · 2024

Judith Beckman Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
38th
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: Judith Beckman Defined Contribution Plan · Sponsored by Judith Beckman · New York · Finance & Insurance

$4M in assets, 2 participants

Judith Beckman's Judith Beckman Defined Contribution Plan reported $4M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,165 in Finance & Insurance (8,549 peers)

Judith Beckman multi-year trail

Judith Beckman's plans moved +38.1% in assets from 2023 to 2024; this filing shows Judith Beckman Defined Contribution Plan at $4M / 2 participants.

#2,165
in Finance & Insurance (8,549 peers)
+38.1%
assets growth YoY

Judith Beckman Defined Contribution Plan's mid-pack asset rank among Finance & Insurance and all filers

Judith Beckman Defined Contribution Plan vs every filed plan by assets

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

$3,998,926 38th percentile higher than 38% 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

Judith Beckman Defined Contribution 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. Judith Beckman Defined Contribution Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Judith Beckman Defined Contribution Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Judith Beckman Defined Contribution Plan reported net income rose from $932K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 061436759 · Judith Beckman PY 2024 · Profit Sharing

Judith Beckman Defined Contribution Plan · $4M · 2 · 38th

  • RANK $4M
  • PHOTO 2
  • IND 38th
  • EOY Profit Sharing
  • 5500 near Concepts of Independence, Inc. Staff Profit Sharing Plan
  • ASSETS ind #2165

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 York →

Judith Beckman Defined Contribution Plan in the asset neighbourhood

Judith Beckman Defined Contribution PlanJudith Beckman Defined Contr…$4MConcepts of Independence, Inc. Staff Profit Sharing PlanConcepts of Independence, In…$4MT.V. Venkataraman Profit Sharing PlanT.V. Venkataraman Profit Sha…$4MLookout Equities Inc. Retirement PlanLookout Equities Inc. Retire…$4MLightning Inc. Retirement PlanLightning Inc. Retirement Pl…$4M
End-of-year total assets ($M) among Judith Beckman Defined Contribution Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Judith Beckman multi-year asset trail

Sponsor-wide plan assets over time

All Judith Beckman plans reported in each filing year

Latest sponsor-wide plan assets
$4M 38.05309429004045% vs 2023
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 20232024 $2.9M $4M ▲ +37.9%
Year Plans Participants Total Assets
2023 1 2 $3M
2024 1 2 $4M

Judith Beckman filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN061436759
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Judith Beckman Defined Contribution Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Judith Beckman Defined Contribution Plan, Total assets ($B): 0.003998926 · Participants: 2Judith Beckman Defined Contribution PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
Judith Beckman Defined Contribution Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Judith Beckman Defined Contribution Plan side-by-side with 3 peers →

Judith Beckman Defined Contribution Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Concepts of Independence, Inc. Staff Profit Sharing Plan in NM ($4M); 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 Judith Beckman Defined Contribution Plan assets move in 2024? ▼
Judith Beckman Defined Contribution Plan surged - up 38.1% during 2024, from $3M to $4M. Reported net income was $1M.
How have Judith Beckman plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Judith Beckman's sponsor-wide assets grew 38.1%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Judith Beckman Defined Contribution Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Concepts of Independence, Inc. Staff Profit Sharing Plan in NM ($4M, 157 participants).
Which Profit Sharing plans cover a similar participant headcount to Judith Beckman Defined Contribution 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 061436759.

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.