401(k) · DOL Form 5500 · 2024
The Beacon Mutual Insurance Company 401(k) Plan
Data updated 2026-08-11
- $108M
- Total assets
- 157
- Participants
- 91st
- Percentile by assets
- $690,221
- Avg per participant
Official DOL plan name: Beacon Mutual Insurance Company 401(k) Plan · Sponsored by The Beacon Mutual Insurance Company · Rhode Island · Finance & Insurance
$108M in assets, 157 participants
The Beacon Mutual Insurance Company's Beacon Mutual Insurance Company 401(k) Plan reported $108M in total assets and 157 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- 91st percentile by assets (of 123,622 plans)
- #7,347 in Finance & Insurance (8,549 peers)
Coverage in Rhode Island
Beacon Mutual Insurance Company 401(k) Plan covers 157 participants in Rhode Island, about 11% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $108M.
- $108M
- total plan assets (2024 EOY)
- 157
- covered participants
- 91st
- percentile by assets (of 123,622 plans)
- $690,221
- avg assets per participant
Where Beacon Mutual Insurance Company 401(k) Plan sits by total assets
Beacon Mutual Insurance Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$108,364,697 Top 9% higher than 91% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Beacon Mutual Insurance Company 401(k) Plan end-of-year assets rose from $99M in the plan year 2023 filing to $108M in the plan year 2024 filing.
- Beacon Mutual Insurance Company 401(k) Plan reported net income rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Participants vs Rhode Island filers
In Rhode Island, the average filing covers about 1,449 participants across 434 plans. Beacon Mutual Insurance Company 401(k) Plan reports 157 participants - about 11% of that state average ($108M EOY assets).
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $99M |
|---|---|
| Net Assets (End of Year) | $108M |
| Net Income | $9M |
| Employer EIN | 050458697 |
| Plan Effective Date | 1992-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Beacon Mutual Insurance Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 162 | $91M |
| 2023 | 1 | 157 | $99M |
| 2024 | 1 | 157 | $108M |
Nearby 401(k) Plans in Rhode Island
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Beacon Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
- CVS Health Future Fund 401(k) Plan $30.1B · 240,493
- Textron Savings Plan $6.1B · 26,609
- Cfg Retirement Savings Plan $3.2B · 17,893
- Unfi 401(k) Plan $2.8B · 26,416
- Factory Mutual Insurance Company 401(k) Savings Plan $1.9B · 4,005
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Beacon Mutual Insurance Company 401(k) Plan by total assets, not by location.
- American Well Corporation 401(k) Plan (MA) $108M · 1,047
- Raising Cane's Retirement Savings Plan (TX) $108M · 21,289
- Wenger Corporation Retirement Savings Plan (MN) $108M · 550
- Ichor Systems, Inc. Retirement Savings Plan (TX) $108M · 1,190
Frequently Asked Questions
How did Beacon Mutual Insurance Company 401(k) Plan assets move in 2024? ▼
How have The Beacon Mutual Insurance Company plan assets changed over time? ▼
Where does Beacon Mutual Insurance Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Beacon Mutual Insurance Company 401(k) Plan? ▼
Next read for Beacon Mutual Insurance Company 401(k) P…
Filing takeaways
Ways to act on Beacon Mutual Insurance Company 401(k) Plan's numbers.
- By total assets, Beacon Mutual Insurance Company 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Rhode Island. Compare plans
- The Beacon Mutual Insurance Company's sponsor-wide assets have grown 18.9% since 2022 across 3 plan years on file. More Finance & Insurance plans