401(k) · DOL Form 5500 · 2024
Beyond, Inc. 401(k) Plan
Data updated 2026-08-25
- $151M
- Total assets Near avg plan size
- 749
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $201,700
- Avg per participant Above avg balance/head
Official DOL plan name: Beyond 401(k) Plan · Sponsored by Beyond, Inc. · Utah · Retail Trade
$151M in assets, 749 participants
Beyond, Inc.'s Beyond 401(k) Plan reported $151M in total assets and 749 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,726 in Retail Trade (8,048 peers)
Where Beyond 401(k) Plan sits by assets
Beyond 401(k) Plan sits in the top 10% of all filed plans by assets, $151M for 749 participants (~$201,700/participant), up 8.4% in 2024.
- #7,726
- in Retail Trade (8,048 peers)
- +8.4%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Beyond 401(k) Plan's outsized position by total assets
Beyond 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$151,073,172 Top 7% higher than 93% 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
Beyond 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. Beyond 401(k) Plan sits mid-pack in the medium band (749 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Beyond 401(k) Plan reported net income fell from $25M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Beyond 401(k) Plan reported participants fell from 955 in the plan year 2023 filing to 749 in the plan year 2024 filing.
- Beyond 401(k) Plan end-of-year assets rose from $139M in the plan year 2023 filing to $151M in the plan year 2024 filing.
DOL schedule card
Filing strip 870634302 · Beyond, Inc. PY 2024 · 401(k)
Beyond 401(k) Plan · $151M · 749 · 93rd
- RANK $151M
- RANK 749
- RANK 93rd
- RANK 401(k)
- RANK near H.W. Lochner, Inc. 401(k) Retirement Plan
- RANK ind #7726
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 Retail Trade retirement plans → · Plans in Utah →
Beyond 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $139M |
|---|---|
| Net Assets (End of Year) | $151M |
| Net Income | $12M |
| Employer EIN | 870634302 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beyond, Inc.)
Sponsor-wide plan assets over time
All Beyond, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $151M 31.638967630938964% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,225 | $115M |
| 2023 | 1 | 955 | $139M |
| 2024 | 1 | 749 | $151M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
Beyond 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is H.W. Lochner, Inc. 401(k) Retirement Plan in IL ($151M); by covered participants it is Pizza Hut 401(k) Profit Sharing Plan in NE (749 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($151M here).
- H.W. Lochner, Inc. 401(k) Retirement Plan (IL) $151M · 795
- Genon Energy Employee Savings Plan (TX) $151M · 81
- Vector Security, Inc. Retirement Savings Plan (PA) $151M · 1,556
- Atricure, Inc. 401(k) Plan (OH) $151M · 1,088
Similar participant headcount
Nearest other-state filings by covered participants (749 participants); asset peers above are excluded.
- Pizza Hut 401(k) Profit Sharing Plan (NE) 749 · 0 off
- Woodside Hotel Group Ltd 401(k) Multiple Employer Plan (CA) 749 · 0 off
- Innospec 401(k) and Profit Sharing Plan (CO) 749 · 0 off
- Axtria Inc. 401(k) Plan (NJ) 749 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.