401(k) · DOL Form 5500 · 2024
Beta Technologies, Inc. 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 547
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $37,012
- Avg per participant Low balance/head
Official DOL plan name: Beta Technologies 401(k) Plan · Sponsored by Beta Technologies, Inc. · Vermont · Manufacturing
$20M in assets, 547 participants
Beta Technologies, Inc.'s Beta Technologies 401(k) Plan reported $20M in total assets and 547 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #10,680 in Manufacturing (17,777 peers)
Coverage in Vermont
Beta Technologies 401(k) Plan covers 547 participants in Vermont, 2.2x the typical Vermont plan (state average ~245 per filing). Assets: $20M.
- #10,680
- in Manufacturing (17,777 peers)
- +72.7%
- assets growth YoY
Beta Technologies 401(k) Plan's outsized position by total assets
Beta Technologies 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,245,547 Top 30% higher than 70% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Beta Technologies 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beta Technologies 401(k) Plan sits mid-pack in the medium band (547 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Beta Technologies 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Beta Technologies 401(k) Plan reported net income rose from $6M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Beta Technologies 401(k) Plan reported participants rose from 404 in the plan year 2023 filing to 547 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 831276474 · Beta Technologies, Inc. PY 2024 · 401(k)
Beta Technologies 401(k) Plan · $20M · 547 · 70th
- ASSETS $20M
- ASSETS 547
- ASSETS 70th
- ASSETS 401(k)
- ASSETS near The Cutter Team 401(k) Retirement Savings Plan (003)
- ASSETS ind #10680
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 Manufacturing retirement plans → · Plans in Vermont →
Beta Technologies 401(k) Plan in the asset neighbourhood
Vermont filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $9M |
| Employer EIN | 831276474 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beta Technologies, Inc.)
Sponsor-wide plan assets over time
All Beta Technologies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 247.99144148100604% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 294 | $6M |
| 2023 | 1 | 404 | $12M |
| 2024 | 1 | 547 | $20M |
Nearby 401(k) Plans in Vermont
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The University of Vermont Medical Center 403(b) Plan $2.2B · 12,486
- National Life Group 401(k) Plan $335M · 1,397
- Green Mountain Power Corporation Employee Savings and Investment Plan and Trust $243M · 520
- Husky Retirement Savings $175M · 534
- Casella Waste Systems 401(k) Plan $161M · 3,488
Beta Technologies 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Vermont, the nearest 401(k) by assets is The Cutter Team 401(k) Retirement Savings Plan (003) in HI ($20M); by covered participants it is Pro Sports Club Salary Savings Plan in WA (547 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (547 participants); asset peers above are excluded.
- Pro Sports Club Salary Savings Plan (WA) 547 · 0 off
- Grow Financial Federal Credit Union 401(k) Plan (FL) 547 · 0 off
- Tapani, Inc. Retirement Savings Plan (WA) 547 · 0 off
- Consolidated Catholic Benefit Plan (GA) 547 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.