401(k) · DOL Form 5500 · 2024

Liljenquist & Beckstead 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
75
Participants Small participant base
51st
Percentile by assets National rank
$106,518
Avg per participant Below avg balance/head
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Official DOL plan name: Liljenquist & Beckstead Retirement Plan · Sponsored by Liljenquist & Beckstead · Virginia · Retail Trade

$8M in assets, 75 participants

Liljenquist & Beckstead's Liljenquist & Beckstead Retirement Plan reported $8M in total assets and 75 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.

  • #4,929 in Retail Trade (8,048 peers)

Liljenquist & Beckstead multi-year trail

Liljenquist & Beckstead's plans moved +22.0% in assets from 2022 to 2024; this filing shows Liljenquist & Beckstead Retirement Plan at $8M / 75 participants.

#4,929
in Retail Trade (8,048 peers)
+7.4%
assets growth YoY

Liljenquist & Beckstead Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Liljenquist & Beckstead Retirement Plan vs every filed plan by assets

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

$7,988,879 Top 49% higher than 51% 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

Liljenquist & Beckstead Retirement 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. Liljenquist & Beckstead Retirement Plan is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Liljenquist & Beckstead Retirement Plan reported net income fell from $889K in the plan year 2023 filing to $553K in the plan year 2024 filing.
  • Liljenquist & Beckstead Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Liljenquist & Beckstead Retirement Plan reported participants rose from 74 in the plan year 2023 filing to 75 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 521599378 · Liljenquist & Beckstead PY 2024 · 401(k)

Liljenquist & Beckstead Retirement Plan · $8M · 75 · 51st

  • IND $8M
  • EOY 75
  • 5500 51st
  • ASSETS 401(k)
  • PCT near Northwest Ohio Surgical Centers, Inc. 401(k) Plan
  • EIN ind #4929

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 Virginia →

Liljenquist & Beckstead Retirement Plan in the asset neighbourhood

Liljenquist & Beckstead Retirement PlanLiljenquist & Beckstead Reti…$8MNorthwest Ohio Surgical Centers, Inc. 401(k) PlanNorthwest Ohio Surgical Cent…$8MSpecialty Rx, Inc. 401 (K) Saving PlanSpecialty Rx, Inc. 401 (K) S…$8MTailored Label Products, Inc. 401(k) PlanTailored Label Products, Inc…$8MInfinity Hospice Care 401(k) PlanInfinity Hospice Care 401(k)…$8M
End-of-year total assets ($M) among Liljenquist & Beckstead Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Liljenquist & Beckstead multi-year asset trail

Sponsor-wide plan assets over time

All Liljenquist & Beckstead plans reported in each filing year

Latest sponsor-wide plan assets
$8M 22.019313525959472% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M$8.5M 202220232024 $6.55M $7.99M ▲ +22.0%
Year Plans Participants Total Assets
2022 1 67 $7M
2023 1 74 $7M
2024 1 75 $8M

Liljenquist & Beckstead filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$553K
Employer EIN521599378
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Liljenquist & Beckstead Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Liljenquist & Beckstead Retirement Plan, Total assets ($B): 0.007988879 · Participants: 75Liljenquist & Beckstead Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Liljenquist & Beckstead Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Liljenquist & Beckstead Retirement Plan side-by-side with 3 peers →

Liljenquist & Beckstead Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Northwest Ohio Surgical Centers, Inc. 401(k) Plan in OH ($8M); by covered participants it is Peppers Automotive Group 401(k) Plan in TN (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Liljenquist & Beckstead Retirement Plan assets move in 2024? ▼
Liljenquist & Beckstead Retirement Plan grew at a solid clip - up 7.4% during 2024, from $7M to $8M. Reported net income was $553K.
How have Liljenquist & Beckstead plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liljenquist & Beckstead's sponsor-wide assets grew 22.0%, from $7M to $8M.
Which 401(k) plans are similar in size to Liljenquist & Beckstead Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Northwest Ohio Surgical Centers, Inc. 401(k) Plan in OH ($8M, 31 participants).
Which 401(k) plans cover a similar participant headcount to Liljenquist & Beckstead Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Peppers Automotive Group 401(k) Plan in TN (75 participants, $2M 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 521599378.

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.