401(k) · DOL Form 5500 · 2024
Beam Technologies Inc. 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 328
- Participants Below avg headcount
- 67th
- Percentile by assets National rank
- $51,405
- Avg per participant Low balance/head
Official DOL plan name: Beam Technologies 401(k) Plan · Sponsored by Beam Technologies Inc. · Ohio · Finance & Insurance
$17M in assets, 328 participants
Beam Technologies Inc.'s Beam Technologies 401(k) Plan reported $17M in total assets and 328 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- #4,391 in Finance & Insurance (8,549 peers)
Coverage in Ohio
Beam Technologies 401(k) Plan covers 328 participants in Ohio, about 43% of the average Ohio filer (state average ~765 per filing). Assets: $17M.
- #4,391
- in Finance & Insurance (8,549 peers)
- +7.9%
- assets growth YoY
Beam Technologies 401(k) Plan's outsized position by total assets
Beam Technologies 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,860,842 Top 33% higher than 67% 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
Beam Technologies 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. Beam Technologies 401(k) Plan sits mid-pack in the medium band (328 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Beam Technologies 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Beam Technologies 401(k) Plan reported participants fell from 398 in the plan year 2023 filing to 328 in the plan year 2024 filing.
- Beam Technologies 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 371764683 · Beam Technologies Inc. PY 2024 · 401(k)
Beam Technologies 401(k) Plan · $17M · 328 · 67th
- NET $17M
- BOOK 328
- VS-ST 67th
- BOY 401(k)
- SCH near King Automotive Group 401(k) Plan
- EBSA ind #4391
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 Ohio →
Beam Technologies 401(k) Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $1M |
| Employer EIN | 371764683 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beam Technologies Inc.)
Sponsor-wide plan assets over time
All Beam Technologies Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 43.228355419639826% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 316 | $12M |
| 2023 | 1 | 398 | $16M |
| 2024 | 1 | 328 | $17M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Beam Technologies 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is King Automotive Group 401(k) Plan in MD ($17M); by covered participants it is Viking Cloud 401(k) Plan in IL (328 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- King Automotive Group 401(k) Plan (MD) $17M · 198
- Community Wholesale Tire 401(k) Plan (MO) $17M · 234
- Huahai US Inc 401(k) P/S Plan (NJ) $17M · 170
- Business Office Systems, Inc. Salary Reduction & Trust (IL) $17M · 172
Similar participant headcount
Nearest other-state filings by covered participants (328 participants); asset peers above are excluded.
- Viking Cloud 401(k) Plan (IL) 328 · 0 off
- Liscio's Italian Bakery 401(k) Plan (NJ) 328 · 0 off
- Vivex Biologics, Inc. 401(k) Profit Sharing Plan (GA) 328 · 0 off
- Verve Retirement Plan (WI) 328 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.