401(k) · DOL Form 5500 · 2024
The J Beard Real Estate Compan 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 36
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $89,773
- Avg per participant Below avg balance/head
Official DOL plan name: The J Beard Real Estate Compan 401(k) Profit Sharing Plan & Trust · Sponsored by The J Beard Real Estate Compan · Texas · Professional & Technical Services
$3M in assets, 36 participants
The J Beard Real Estate Compan's The J Beard Real Estate Compan 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #6,412 in Professional & Technical Services (20,173 peers)
The J Beard Real Estate Compan multi-year trail
The J Beard Real Estate Compan's plans moved +48.1% in assets from 2022 to 2024; this filing shows The J Beard Real Estate Compan 401(k) Profit Sharing Plan & Trust at $3M / 36 participants.
- #6,412
- in Professional & Technical Services (20,173 peers)
- +19.5%
- assets growth YoY
The J Beard Real Estate Compan 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
The J Beard Real Estate Compan 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,231,815 35th percentile higher than 35% 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
The J Beard Real Estate Compan 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The J Beard Real Estate Compan 401(k) Profit Sharing Plan & Trust is a small filing (36 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The J Beard Real Estate Compan 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- The J Beard Real Estate Compan 401(k) Profit Sharing Plan & Trust reported participants rose from 32 in the plan year 2023 filing to 36 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 770640039 · The J Beard Real Estate Compan PY 2024 · 401(k)
The J Beard Real Estate Compan 401(k) Profit Sharing Plan & Trust · $3M · 36 · 35th
- NET $3M
- NET 36
- NET 35th
- NET 401(k)
- NET near Lazarus & Silvyn, PC 401(k) and Profit Sharing Plan
- NET ind #6412
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 Professional & Technical Services retirement plans → · Plans in Texas →
The J Beard Real Estate Compan 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
The J Beard Real Estate Compan multi-year asset trail
Sponsor-wide plan assets over time
All The J Beard Real Estate Compan plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 48.071930790736545% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 26 | $2M |
| 2023 | 1 | 32 | $3M |
| 2024 | 1 | 36 | $3M |
The J Beard Real Estate Compan filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $528K |
| Employer EIN | 770640039 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
The J Beard Real Estate Compan 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Lazarus & Silvyn, PC 401(k) and Profit Sharing Plan in AZ ($3M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (36 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (36 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.