401(k) · DOL Form 5500 · 2024

Beaton, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
228
Participants Below avg headcount
37th
Percentile by assets National rank
$16,493
Avg per participant Low balance/head
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Official DOL plan name: Beaton, Inc. 401(k) Plan · Sponsored by Beaton, Inc. · Iowa · Food Services & Accommodation

$4M in assets, 228 participants

Beaton, Inc.'s Beaton, Inc. 401(k) Plan reported $4M in total assets and 228 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,666 in Food Services & Accommodation (3,672 peers)

Coverage in Iowa

Beaton, Inc. 401(k) Plan covers 228 participants in Iowa, about 37% of the average Iowa filer (state average ~609 per filing). Assets: $4M.

#2,666
in Food Services & Accommodation (3,672 peers)
+13.3%
assets growth YoY

Beaton, Inc. 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Beaton, Inc. 401(k) Plan vs every filed plan by assets

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

$3,760,404 37th percentile higher than 37% 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

Beaton, 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. Beaton, Inc. 401(k) Plan sits mid-pack in the medium band (228 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Beaton, Inc. 401(k) Plan reported participants rose from 180 in the plan year 2023 filing to 228 in the plan year 2024 filing.
  • Beaton, Inc. 401(k) Plan reported net income fell from $508K in the plan year 2023 filing to $440K in the plan year 2024 filing.
  • Beaton, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 421221534 · Beaton, Inc. PY 2024 · 401(k)

Beaton, Inc. 401(k) Plan · $4M · 228 · 37th

  • IND $4M
  • IND 228
  • IND 37th
  • IND 401(k)
  • IND near Ecopax-Pando 401(k) Profit Sharing Plan
  • IND ind #2666

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 Food Services & Accommodation retirement plans → · Plans in Iowa →

Beaton, Inc. 401(k) Plan in the asset neighbourhood

Beaton, Inc. 401(k) Plan$4MEcopax-Pando 401(k) Profit Sharing PlanEcopax-Pando 401(k) Profit S…$4MVaughan Mclean 401(k) Plan$4MMechanical Solutions Associates, LLC 401(k) PlanMechanical Solutions Associa…$4MDavis Davis and Associates Retirement PlanDavis Davis and Associates R…$4M
End-of-year total assets ($M) among Beaton, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$440K
Employer EIN421221534
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beaton, Inc.)

Sponsor-wide plan assets over time

All Beaton, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 33.71870527260928% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.81M $3.76M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 249 $3M
2023 1 180 $3M
2024 1 228 $4M

Nearby 401(k) Plans in Iowa

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

Beaton, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Beaton, Inc. 401(k) Plan, Total assets ($B): 0.003760404 · Participants: 228Beaton, Inc. 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Beaton, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Beaton, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest 401(k) by assets is Ecopax-Pando 401(k) Profit Sharing Plan in PA ($4M); by covered participants it is Bell Incorporated Employees Profit Sharing Plan in GA (228 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (228 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 Beaton, Inc. 401(k) Plan assets move in 2024? ▼
Beaton, Inc. 401(k) Plan grew at a solid clip - up 13.3% during 2024, from $3M to $4M. Reported net income was $440K.
How have Beaton, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beaton, Inc.'s sponsor-wide assets grew 33.7%, from $3M to $4M.
Which 401(k) plans are similar in size to Beaton, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ecopax-Pando 401(k) Profit Sharing Plan in PA ($4M, 162 participants).
Which 401(k) plans cover a similar participant headcount to Beaton, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bell Incorporated Employees Profit Sharing Plan in GA (228 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 421221534.

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.