401(k) · DOL Form 5500 · 2024

Beverly Industries, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
140
Participants Small participant base
44th
Percentile by assets National rank
$40,678
Avg per participant Low balance/head
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Official DOL plan name: Beverly Industries, LLC 401(k) Plan · Sponsored by Beverly Industries, LLC · Louisiana · Construction

$6M in assets, 140 participants

Beverly Industries, LLC's Beverly Industries, LLC 401(k) Plan reported $6M in total assets and 140 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #3,882 in Construction (9,039 peers)

Coverage in Louisiana

Beverly Industries, LLC 401(k) Plan covers 140 participants in Louisiana, about 28% of the average Louisiana filer (state average ~495 per filing). Assets: $6M.

#3,882
in Construction (9,039 peers)
+17.0%
assets growth YoY

Beverly Industries, LLC 401(k) Plan's mid-pack asset rank among Construction and all filers

Beverly Industries, LLC 401(k) Plan vs every filed plan by assets

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

$5,694,942 44th percentile higher than 44% 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

Beverly Industries, LLC 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. Beverly Industries, LLC 401(k) Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Beverly Industries, LLC 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $828K in the plan year 2024 filing.
  • Beverly Industries, LLC 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Beverly Industries, LLC 401(k) Plan reported participants fell from 143 in the plan year 2023 filing to 140 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 721012384 · Beverly Industries, LLC PY 2024 · 401(k)

Beverly Industries, LLC 401(k) Plan · $6M · 140 · 44th

  • PCT $6M
  • PCT 140
  • PCT 44th
  • PCT 401(k)
  • PCT near Seabrook Island Club Retirement Savings Plan
  • PCT ind #3882

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 Construction retirement plans → · Plans in Louisiana →

Beverly Industries, LLC 401(k) Plan in the asset neighbourhood

Seabrook Island Club Retirement Savings PlanSeabrook Island Club Retirem…$6MOne World 401(k) Plan$6MWilliam L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing PlanWilliam L. Wong, Cpa & Assoc…$6MBeverly Industries, LLC 401(k) PlanBeverly Industries, LLC 401(…$6MZethcon Corporation Thrift Plan & TrustZethcon Corporation Thrift P…$6M
End-of-year total assets ($M) among Beverly Industries, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Louisiana filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$828K
Employer EIN721012384
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beverly Industries, LLC)

Sponsor-wide plan assets over time

All Beverly Industries, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 53.80681828923485% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.7M $5.69M ▲ +53.8%
Year Plans Participants Total Assets
2022 1 158 $4M
2023 1 143 $5M
2024 1 140 $6M

Nearby 401(k) Plans in Louisiana

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

Beverly Industries, LLC 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Beverly Industries, LLC 401(k) Plan, Total assets ($B): 0.005694942 · Participants: 140Beverly Industries, LLC 401(k) PlanLumen 401(k) Savings Plan, Total assets ($B): 7.295025591 · Participants: 26319Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 4.363805537 · Participants: 9655Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.6891375 · Participants: 32229Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 1.01914034 · Participants: 13357Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.954895996 · Participants: 18862Amedisys Holding, LLC 401(k) Plan
Beverly Industries, LLC 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Beverly Industries, LLC 401(k) Plan side-by-side with 3 peers →

Beverly Industries, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Seabrook Island Club Retirement Savings Plan in SC ($6M); by covered participants it is Conformis, Inc. 401(k) Plan in MA (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Beverly Industries, LLC 401(k) Plan assets move in 2024? ▼
Beverly Industries, LLC 401(k) Plan grew sharply - up 17.0% during 2024, from $5M to $6M. Reported net income was $828K.
How have Beverly Industries, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beverly Industries, LLC's sponsor-wide assets grew 53.8%, from $4M to $6M.
Which 401(k) plans are similar in size to Beverly Industries, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Seabrook Island Club Retirement Savings Plan in SC ($6M, 202 participants).
Which 401(k) plans cover a similar participant headcount to Beverly Industries, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Conformis, Inc. 401(k) Plan in MA (140 participants, N/A 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 721012384.

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.