401(k) · DOL Form 5500 · 2024

Beneficial State Bancorp, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
268
Participants Below avg headcount
75th
Percentile by assets National rank
$95,167
Avg per participant Below avg balance/head
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Official DOL plan name: Beneficial State Bancorp, Inc. 401(k) Plan · Sponsored by Beneficial State Bancorp, Inc. · California · Finance & Insurance

$26M in assets, 268 participants

Beneficial State Bancorp, Inc.'s Beneficial State Bancorp, Inc. 401(k) Plan reported $26M in total assets and 268 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,229 in Finance & Insurance (8,549 peers)

Coverage in California

Beneficial State Bancorp, Inc. 401(k) Plan covers 268 participants in California, about 43% of the average California filer (state average ~630 per filing). Assets: $26M.

#5,229
in Finance & Insurance (8,549 peers)
+23.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Beneficial State Bancorp, Inc. 401(k) Plan's outsized position by total assets

Beneficial State Bancorp, Inc. 401(k) Plan vs every filed plan by assets

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

$25,504,789 Top 25% higher than 75% 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

Beneficial State Bancorp, Inc. 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. Beneficial State Bancorp, Inc. 401(k) Plan sits mid-pack in the medium band (268 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Beneficial State Bancorp, Inc. 401(k) Plan end-of-year assets rose from $21M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Beneficial State Bancorp, Inc. 401(k) Plan reported participants rose from 237 in the plan year 2023 filing to 268 in the plan year 2024 filing.
  • Beneficial State Bancorp, Inc. 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 205619288 · Beneficial State Bancorp, Inc. PY 2024 · 401(k)

Beneficial State Bancorp, Inc. 401(k) Plan · $26M · 268 · 75th

  • IND $26M
  • EOY 268
  • 5500 75th
  • ASSETS 401(k)
  • PCT near Cathedral Corporation Retirement Savings Plan
  • EIN ind #5229

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 Finance & Insurance retirement plans → · Plans in California →

Beneficial State Bancorp, Inc. 401(k) Plan in the asset neighbourhood

Cathedral Corporation Retirement Savings PlanCathedral Corporation Retire…$26MHeath Consultants Incorporated Profit Sharing & Retirement PlanHeath Consultants Incorporat…$26MBeneficial State Bancorp, Inc. 401(k) PlanBeneficial State Bancorp, In…$26MFentura Financial, Inc. Ee Deferred Comp & ESOPFentura Financial, Inc. Ee D…$26MAdvanced Pressure Technology 401(k) Profit Sharing Retirement PlanAdvanced Pressure Technology…$26M
End-of-year total assets ($M) among Beneficial State Bancorp, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$26M
Net Income$5M
Employer EIN205619288
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beneficial State Bancorp, Inc.)

Sponsor-wide plan assets over time

All Beneficial State Bancorp, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 65.30294015472042% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $15.4M $25.5M ▲ +65.3%
Year Plans Participants Total Assets
2022 1 198 $15M
2023 1 237 $21M
2024 1 268 $26M

Nearby 401(k) Plans in California

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

Beneficial State Bancorp, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Beneficial State Bancorp, Inc. 401(k) Plan, Total assets ($B): 0.025504789 · Participants: 268Beneficial State Bancorp, Inc. 401(k) PlanGoogle 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
Beneficial State Bancorp, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Beneficial State Bancorp, Inc. 401(k) Plan side-by-side with 3 peers →

Beneficial State Bancorp, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cathedral Corporation Retirement Savings Plan in NY ($26M); by covered participants it is Advantage Engineers, LLC 401(k) Plan in PA (268 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (268 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 Beneficial State Bancorp, Inc. 401(k) Plan assets move in 2024? ▼
Beneficial State Bancorp, Inc. 401(k) Plan grew sharply - up 23.3% during 2024, from $21M to $26M. Reported net income was $5M.
How have Beneficial State Bancorp, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beneficial State Bancorp, Inc.'s sponsor-wide assets grew 65.3%, from $15M to $26M.
Where does Beneficial State Bancorp, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Beneficial State Bancorp, Inc. 401(k) Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Beneficial State Bancorp, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cathedral Corporation Retirement Savings Plan in NY ($26M, 235 participants).
Which 401(k) plans cover a similar participant headcount to Beneficial State Bancorp, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advantage Engineers, LLC 401(k) Plan in PA (268 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 205619288.

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.