401(k) · DOL Form 5500 · 2024
Beyond, Inc. 401(k) Plan
Data updated 2026-08-11
- $151M
- Total assets
- 749
- Participants
- 93rd
- Percentile by assets
- $201,700
- Avg per participant
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.
- 93rd percentile by assets (of 123,622 plans)
- #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.
- $151M
- total plan assets (2024 EOY)
- 749
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $201,700
- avg assets per participant
Where Beyond 401(k) Plan sits 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
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.
Beyond 401(k) Plan vs the 2024 asset distribution
By assets, Beyond 401(k) Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).
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.)
| 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Beyond 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Beyond 401(k) Plan assets move in 2024? ▼
How have Beyond, Inc. plan assets changed over time? ▼
Where does Beyond 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Beyond 401(k) Plan? ▼
Next read for Beyond 401(k) Plan
Scale reading
Ways to act on Beyond 401(k) Plan's numbers.
- By total assets, Beyond 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Utah. Compare plans
- Beyond, Inc.'s sponsor-wide assets have grown 31.6% since 2022 across 3 plan years on file. More Retail Trade plans