Other · DOL Form 5500 · 2024

Joe & Charles Bevering Corporation Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
34th
Percentile by assets National rank
$736,608
Avg per participant High balance/head
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Official DOL plan name: Joe & Charles Bevering Corporation Profit Sharing Plan and Trust · Sponsored by Joe & Charles Bevering Corporation · Texas · Agriculture, Forestry & Fishing

$3M in assets, 4 participants

Joe & Charles Bevering Corporation's Joe & Charles Bevering Corporation Profit Sharing Plan and Trust reported $3M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #417 in Agriculture, Forestry & Fishing (1,217 peers)

Joe & Charles Bevering Corporation multi-year trail

Joe & Charles Bevering Corporation's plans moved +39.1% in assets from 2022 to 2024; this filing shows Joe & Charles Bevering Corporation Profit Sharing Plan and Trust at $3M / 4 participants.

#417
in Agriculture, Forestry & Fishing (1,217 peers)
+19.7%
assets growth YoY

Joe & Charles Bevering Corporation Profit Sharing Plan and Trust's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Joe & Charles Bevering Corporation Profit Sharing Plan and Trust vs every filed plan by assets

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

$2,946,430 34th percentile higher than 34% 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

Joe & Charles Bevering Corporation Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joe & Charles Bevering Corporation Profit Sharing Plan and Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Joe & Charles Bevering Corporation Profit Sharing Plan and Trust reported net income rose from $343K in the plan year 2023 filing to $485K in the plan year 2024 filing.
  • Joe & Charles Bevering Corporation Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 751440251 · Joe & Charles Bevering Corporation PY 2024 · Other

Joe & Charles Bevering Corporation Profit Sharing Plan and Trust · $3M · 4 · 34th

  • BOOK $3M
  • BOOK 4
  • BOOK 34th
  • BOOK Other
  • BOOK near Calstart 403(b) Plan
  • BOOK ind #417

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Texas →

Joe & Charles Bevering Corporation Profit Sharing Plan and Trust in the asset neighbourhood

Joe & Charles Bevering Corporation Profit Sharing Plan and TrustJoe & Charles Bevering Corpo…$3MCalstart 403(b) Plan$3MThe New School 403(b) Defined Contribution PlanThe New School 403(b) Define…$3MNew York Council for the Humanities Tax-Sheltered Annuity PlanNew York Council for the Hum…$3MRose & Rose Profit Sharing PlanRose & Rose Profit Sharing P…$3M
End-of-year total assets ($M) among Joe & Charles Bevering Corporation Profit Sharing Plan and Trust and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Joe & Charles Bevering Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Joe & Charles Bevering Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 39.08075655309433% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.12M $2.95M ▲ +39.2%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $2M
2024 1 4 $3M

Joe & Charles Bevering Corporation filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$485K
Employer EIN751440251
Plan Effective Date1975-01-30
Filing StatusFILING RECEIVED

Nearby Other Plans in Texas

Peer Other plans, same state, same plan type, ranked by total assets.

Joe & Charles Bevering Corporation Profit Sharing Plan and Trust vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Joe & Charles Bevering Corporation Profit Sharing Plan and Trust, Total assets ($B): 0.00294643 · Participants: 4Joe & Charles Bevering Corporation Profit Sharing Plan and TrustMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 3.324994911 · Participants: 33543Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 3.003130654 · Participants: 32299The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 2.177950858 · Participants: 13205Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 2.141432234 · Participants: 16971The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.698290111 · Participants: 3107Southwest Research Institute Retirement Plan
Joe & Charles Bevering Corporation Profit Sharing Plan and Trust vs. nearby Other plans in Texas, assets vs. participants
Compare Joe & Charles Bevering Corporation Profit Sharing Plan and Trust side-by-side with 3 peers →

Joe & Charles Bevering Corporation Profit Sharing Plan and Trust's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Calstart 403(b) Plan in CA ($3M); by covered participants it is Mayfair Advisory Group 401(k) Profit Sharing Plan in AL (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Joe & Charles Bevering Corporation Profit Sharing Plan and Trust assets move in 2024? ▼
Joe & Charles Bevering Corporation Profit Sharing Plan and Trust grew sharply - up 19.7% during 2024, from $2M to $3M. Reported net income was $485K.
How have Joe & Charles Bevering Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joe & Charles Bevering Corporation's sponsor-wide assets grew 39.1%, from $2M to $3M.
Which Other plans are similar in size to Joe & Charles Bevering Corporation Profit Sharing Plan and Trust? ▼
Among Other plans in other states, the closest by assets is Calstart 403(b) Plan in CA ($3M, 180 participants).
Which Other plans cover a similar participant headcount to Joe & Charles Bevering Corporation Profit Sharing Plan and Trust? ▼
Among Other plans in other states, the closest by covered participants is Mayfair Advisory Group 401(k) Profit Sharing Plan in AL (4 participants, $2M 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 751440251.

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.