401(k) · DOL Form 5500 · 2024
Bsm Cpa Group, LLC 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $1.6M
- Avg per participant High balance/head
Official DOL plan name: Beemer, Smith, Munro & Co., LLP Employees' Savings Plan · Sponsored by Bsm Cpa Group, LLC · Oregon · Professional & Technical Services
$8M in assets, 5 participants
Bsm Cpa Group, LLC's Beemer, Smith, Munro & Co., LLP Employees' Savings Plan reported $8M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.
- #9,847 in Professional & Technical Services (20,173 peers)
Bsm Cpa Group, LLC multi-year trail
Bsm Cpa Group, LLC's plans moved +277.1% in assets from 2022 to 2024; this filing shows Beemer, Smith, Munro & Co., LLP Employees' Savings Plan at $8M / 5 participants.
- #9,847
- in Professional & Technical Services (20,173 peers)
- +108.4%
- assets growth YoY
Beemer, Smith, Munro & Co., LLP Employees' Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers
Beemer, Smith, Munro & Co., LLP Employees' Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,886,703 Top 49% higher than 51% 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
Beemer, Smith, Munro & Co., LLP Employees' Savings 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. Beemer, Smith, Munro & Co., LLP Employees' Savings Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Beemer, Smith, Munro & Co., LLP Employees' Savings Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Beemer, Smith, Munro & Co., LLP Employees' Savings Plan end-of-year assets rose from $4M in the plan year 2023 filing to $8M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 930668420 · Bsm Cpa Group, LLC PY 2024 · 401(k)
Beemer, Smith, Munro & Co., LLP Employees' Savings Plan · $8M · 5 · 51st
- BOOK $8M
- BOOK 5
- BOOK 51st
- BOOK 401(k)
- BOOK near Patrick Henry College 401(k) Plan
- BOOK ind #9847
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 Oregon →
Beemer, Smith, Munro & Co., LLP Employees' Savings Plan in the asset neighbourhood
Bsm Cpa Group, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Bsm Cpa Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 277.0794296787556% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $2M |
| 2023 | 1 | 5 | $4M |
| 2024 | 1 | 5 | $8M |
Bsm Cpa Group, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $4M |
| Employer EIN | 930668420 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 37,293
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.7B · 8,431
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.5B · 17,047
- Xpo Logistics Retirement Savings Plan $1.9B · 5,689
- Pacificorp K Plus Employee Savings Plan $1.8B · 5,201
Beemer, Smith, Munro & Co., LLP Employees' Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Patrick Henry College 401(k) Plan in VA ($8M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Patrick Henry College 401(k) Plan (VA) $8M · 71
- Xtera, Inc. 401(k) Plan (TX) $8M · 19
- Aaron Thomas Company, Inc. 401(k) Plan (CA) $8M · 2,253
- Mariner Select Retirement Plan (PA) $8M · 531
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Nasr Psychiatric Services 401(k) Plan (IN) 5 · 0 off
- Manzanita Private Investment Corporation 401(k) Plan (TX) 5 · 0 off
- Melcar Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
- K&k Se 401(k) Plan (CA) 5 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.