401(k) · DOL Form 5500 · 2023

Beacon Group, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
410
Participants Below avg headcount
60th
Percentile by assets National rank
$26,194
Avg per participant Low balance/head
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Official DOL plan name: 401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. · Sponsored by Beacon Group, Inc. · Arizona · Healthcare & Social Assistance

$11M in assets, 410 participants

Beacon Group, Inc.'s 401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. reported $11M in total assets and 410 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,613 in Healthcare & Social Assistance (17,684 peers)

Beacon Group, Inc. multi-year trail

Beacon Group, Inc.'s plans moved +46.6% in assets from 2022 to 2024; this filing shows 401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. at $11M / 410 participants.

#11,613
in Healthcare & Social Assistance (17,684 peers)
+23.1%
assets growth YoY

401(k) Profit Sharing Plan for Employees of Beacon Group, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. vs every filed plan by assets

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

$10,739,467 Top 40% higher than 60% 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

401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. 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. 401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. sits mid-pack in the medium band (410 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • 401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • 401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. reported participants rose from 387 in the plan year 2022 filing to 410 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 860107976 · Beacon Group, Inc. PY 2023 · 401(k)

401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. · $11M · 410 · 60th

  • PHOTO $11M
  • PHOTO 410
  • PHOTO 60th
  • PHOTO 401(k)
  • PHOTO near Howard Sheppard, LLC 401(k) Plan
  • PHOTO ind #11613

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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →

401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. in the asset neighbourhood

401(k) Profit Sharing Plan for Employees of Beacon Group, Inc.401(k) Profit Sharing Plan f…$11MHoward Sheppard, LLC 401(k) PlanHoward Sheppard, LLC 401(k) …$11MJcm Industries, Inc. 401(k) Profit Sharing Savings PlanJcm Industries, Inc. 401(k) …$11MFox Hill Village 401(k) Plan$11MEurecat U.S., Inc. Employees 401(k) PlanEurecat U.S., Inc. Employees…$11M
End-of-year total assets ($M) among 401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Beacon Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Beacon Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 46.582548027657914% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.73M $12.8M ▲ +46.5%
Year Plans Participants Total Assets
2022 1 387 $9M
2023 1 410 $11M
2024 1 417 $13M

Beacon Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN860107976
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants 401(k) Profit Sharing Plan for Employees of Beacon Group, Inc., Total assets ($B): 0.010739467 · Participants: 410401(k) Profit Sharing Plan for Employees of Beacon Group, Inc.Bechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare 401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. side-by-side with 3 peers →

401(k) Profit Sharing Plan for Employees of Beacon Group, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Howard Sheppard, LLC 401(k) Plan in GA ($11M); by covered participants it is Logixhealth, Inc 401(k) Plan in MA (410 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (410 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 401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. assets move in 2023? ▼
401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. grew sharply - up 23.1% during 2023, from $9M to $11M. Reported net income was $2M.
How have Beacon Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beacon Group, Inc.'s sponsor-wide assets grew 46.6%, from $9M to $13M.
Which 401(k) plans are similar in size to 401(k) Profit Sharing Plan for Employees of Beacon Group, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Howard Sheppard, LLC 401(k) Plan in GA ($11M, 584 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Profit Sharing Plan for Employees of Beacon Group, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Logixhealth, Inc 401(k) Plan in MA (410 participants, $19M 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 860107976.

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.