401(k) · DOL Form 5500 · 2024

Beal Service Corporation 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
237
Participants Below avg headcount
85th
Percentile by assets National rank
$226,888
Avg per participant Above avg balance/head
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Official DOL plan name: Integrated 401 ( K ) Plan · Sponsored by Beal Service Corporation · Texas · Finance & Insurance

$54M in assets, 237 participants

Beal Service Corporation's Integrated 401 ( K ) Plan reported $54M in total assets and 237 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,558 in Finance & Insurance (8,549 peers)

Coverage in Texas

Integrated 401 ( K ) Plan covers 237 participants in Texas, about 34% of the average Texas filer (state average ~688 per filing). Assets: $54M.

#6,558
in Finance & Insurance (8,549 peers)
+15.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Integrated 401 ( K ) Plan's outsized position by total assets

Integrated 401 ( K ) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$53,772,524 Top 15% higher than 85% of 123,620 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 2024

Integrated 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. Integrated 401 ( K ) Plan sits mid-pack in the medium band (237 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Integrated 401 ( K ) Plan reported participants rose from 200 in the plan year 2023 filing to 237 in the plan year 2024 filing.
  • Integrated 401 ( K ) Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Integrated 401 ( K ) Plan end-of-year assets rose from $47M in the plan year 2023 filing to $54M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 200201320 · Beal Service Corporation PY 2024 · 401(k)

Integrated 401 ( K ) Plan · $54M · 237 · 85th

  • VS-ST $54M
  • VS-ST 237
  • VS-ST 85th
  • VS-ST 401(k)
  • VS-ST near Senta Partners 401(k) Retirement Plan
  • VS-ST ind #6558

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 Finance & Insurance retirement plans → · Plans in Texas →

Integrated 401 ( K ) Plan in the asset neighbourhood

Tcmi, Inc. 401(k) Profit Sharing PlanTcmi, Inc. 401(k) Profit Sha…$54MHealthstar Physicians PC 401(k) Retirement PlanHealthstar Physicians PC 401…$54MAmerican Solutions for Business 401(k) PlanAmerican Solutions for Busin…$54MIntegrated 401 ( K ) Plan$54MSenta Partners 401(k) Retirement PlanSenta Partners 401(k) Retire…$54M
End-of-year total assets ($M) among Integrated 401 ( K ) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$54M
Net Income$7M
Employer EIN200201320
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beal Service Corporation)

Sponsor-wide plan assets over time

All Beal Service Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$54M 40.39078291222818% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $38.3M $53.8M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 213 $38M
2023 1 200 $47M
2024 1 237 $54M

Nearby 401(k) Plans in Texas

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

Integrated 401 ( K ) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Integrated 401 ( K ) Plan, Total assets ($B): 0.053772524 · Participants: 237Integrated 401 ( K ) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Integrated 401 ( K ) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Integrated 401 ( K ) Plan side-by-side with 3 peers →

Integrated 401 ( K ) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Senta Partners 401(k) Retirement Plan in GA ($54M); by covered participants it is Mesa Global 401(k) Retirement Plan in NC (237 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (237 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.

Frequently Asked Questions

How did Integrated 401 ( K ) Plan assets move in 2024? ▼
Integrated 401 ( K ) Plan grew sharply - up 15.1% during 2024, from $47M to $54M. Reported net income was $7M.
How have Beal Service Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beal Service Corporation's sponsor-wide assets grew 40.4%, from $38M to $54M.
Where does Integrated 401 ( K ) Plan rank by assets among Form 5500 filers? ▼
Integrated 401 ( K ) Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Integrated 401 ( K ) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Senta Partners 401(k) Retirement Plan in GA ($54M, 614 participants).
Which 401(k) plans cover a similar participant headcount to Integrated 401 ( K ) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Global 401(k) Retirement Plan in NC (237 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 200201320.

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.