Profit Sharing · DOL Form 5500 · 2024
Beach Capital Management, LLC Profit Sharing Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $2.0M
- Avg per participant High balance/head
Official DOL plan name: Beach Capital Management, LLC Employees Profit Sharing Plan · Sponsored by Beach Capital Management, LLC · Florida · Professional & Technical Services
$21M in assets, 11 participants
Beach Capital Management, LLC's Beach Capital Management, LLC Employees Profit Sharing Plan reported $21M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #14,321 in Professional & Technical Services (20,173 peers)
Beach Capital Management, LLC multi-year trail
Beach Capital Management, LLC's plans moved +41.2% in assets from 2022 to 2024; this filing shows Beach Capital Management, LLC Employees Profit Sharing Plan at $21M / 11 participants.
- #14,321
- in Professional & Technical Services (20,173 peers)
- +20.0%
- assets growth YoY
Beach Capital Management, LLC Employees Profit Sharing Plan's outsized position by total assets
Beach Capital Management, LLC Employees Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,472,234 Top 28% higher than 72% 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
Beach Capital Management, LLC Employees Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beach Capital Management, LLC Employees Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Beach Capital Management, LLC Employees Profit Sharing Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Beach Capital Management, LLC Employees Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 202550846 · Beach Capital Management, LLC PY 2024 · Profit Sharing
Beach Capital Management, LLC Employees Profit Sharing Plan · $21M · 11 · 72nd
- EIN $21M
- RANK 11
- PHOTO 72nd
- IND Profit Sharing
- EOY near Kitsap Mental Health Services 403(b) Retirement Plan
- 5500 ind #14321
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 Florida →
Beach Capital Management, LLC Employees Profit Sharing Plan in the asset neighbourhood
Beach Capital Management, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Beach Capital Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 41.24194998068732% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $15M |
| 2023 | 1 | 11 | $18M |
| 2024 | 1 | 11 | $21M |
Beach Capital Management, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $4M |
| Employer EIN | 202550846 |
| Plan Effective Date | 2000-05-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pwc $5.7B · 45,185
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.3B · 16,046
- Shands Health Care Matched Savings Account 401(a) $487M · 10,470
- Orlando Health, Inc. Retirement Savings Plan 401a $458M · 27,976
- American Maritime Officers Defined Contribution Plan $357M · 4,201
Beach Capital Management, LLC Employees Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Kitsap Mental Health Services 403(b) Retirement Plan in WA ($21M); by covered participants it is Capital Craftsmen, Inc. Profit Sharing Plan in NY (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.
- Capital Craftsmen, Inc. Profit Sharing Plan (NY) 11 · 0 off
- 5forhim Inc. Retirement Plan (SC) 11 · 0 off
- Classic Tile, Inc. Profit Sharing Plan (NJ) 11 · 0 off
- The Roberson Company Retirement Plan (TX) 11 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.