401(k) · DOL Form 5500 · 2024

Beth Roach Inc 401(k) Plan

Data updated 2026-08-25

$410K
Total assets Small plan by assets
1
Participants Small participant base
16th
Percentile by assets National rank
$409,897
Avg per participant High balance/head
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Official DOL plan name: Beth Roach Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Beth Roach Inc · California · Other Services

$410K in assets, 1 participants

Beth Roach Inc's Beth Roach Inc 401(k) Profit Sharing Plan & Trust reported $410K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,660 in Other Services (7,719 peers)

Beth Roach Inc multi-year trail

Beth Roach Inc's plans moved +62.4% in assets from 2023 to 2024; this filing shows Beth Roach Inc 401(k) Profit Sharing Plan & Trust at $410K / 1 participant.

#2,660
in Other Services (7,719 peers)
+62.4%
assets growth YoY

Beth Roach Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Beth Roach Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$409,897 16th percentile higher than 16% 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

Beth Roach Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beth Roach Inc 401(k) Profit Sharing Plan & Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Beth Roach Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $252K in the plan year 2023 filing to $410K in the plan year 2024 filing.
  • Beth Roach Inc 401(k) Profit Sharing Plan & Trust reported net income rose from $125K in the plan year 2023 filing to $157K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 831375637 · Beth Roach Inc PY 2024 · 401(k)

Beth Roach Inc 401(k) Profit Sharing Plan & Trust · $410K · 1 · 16th

  • 5500 $410K
  • ASSETS 1
  • PCT 16th
  • EIN 401(k)
  • RANK near Hamilton Investment Corp. 401(k) Plan
  • PHOTO ind #2660

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 Other Services retirement plans → · Plans in California →

Beth Roach Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Beth Roach Inc 401(k) Profit Sharing Plan & TrustBeth Roach Inc 401(k) Profit…$410KHamilton Investment Corp. 401(k) PlanHamilton Investment Corp. 40…$410KUh*Roh*Muh, Inc. 401(k) Plan$410KPro Delivery, LLC 401(k) Plan$410KAndalusia Investments 401(k) TrustAndalusia Investments 401(k)…$410K
End-of-year total assets ($M) among Beth Roach Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Beth Roach Inc multi-year asset trail

Sponsor-wide plan assets over time

All Beth Roach Inc plans reported in each filing year

Latest sponsor-wide plan assets
$410K 62.37145663988844% vs 2023
2024 filing year
$0.2M$0.25M$0.3M$0.35M$0.4M$0.45M 20232024 $0.25M $0.41M ▲ +64.0%
Year Plans Participants Total Assets
2023 1 1 $252K
2024 1 1 $410K

Beth Roach Inc filing trail (2024)

Total Assets (Beginning of Year)$252K
Net Assets (End of Year)$410K
Net Income$157K
Employer EIN831375637
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Beth Roach Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Beth Roach Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000409897 · Participants: 1Beth Roach Inc 401(k) Profit Sharing Plan & TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Beth Roach Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Beth Roach Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Beth Roach Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hamilton Investment Corp. 401(k) Plan in VA ($410K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($410K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Beth Roach Inc 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Beth Roach Inc 401(k) Profit Sharing Plan & Trust surged - up 62.4% during 2024, from $252K to $410K. Reported net income was $157K.
How have Beth Roach Inc plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Beth Roach Inc's sponsor-wide assets grew 62.4%, from $252K to $410K.
Where does Beth Roach Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Beth Roach Inc 401(k) Profit Sharing Plan & Trust ranks in the 16th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Beth Roach Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Hamilton Investment Corp. 401(k) Plan in VA ($410K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Beth Roach Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 831375637.

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.