401(k) · DOL Form 5500 · 2024

Bevara, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
180
Participants Small participant base
40th
Percentile by assets National rank
$25,141
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bevara 401(k) Plan · Sponsored by Bevara, Inc. · Wisconsin · Real Estate

$5M in assets, 180 participants

Bevara, Inc.'s Bevara 401(k) Plan reported $5M in total assets and 180 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,766 in Real Estate (4,605 peers)

Coverage in Wisconsin

Bevara 401(k) Plan covers 180 participants in Wisconsin, about 32% of the average Wisconsin filer (state average ~563 per filing). Assets: $5M.

#2,766
in Real Estate (4,605 peers)
+20.8%
assets growth YoY

Bevara 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Bevara 401(k) Plan vs every filed plan by assets

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

$4,525,444 40th percentile higher than 40% 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

Bevara 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. Bevara 401(k) Plan sits mid-pack in the medium band (180 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bevara 401(k) Plan reported net income rose from $635K in the plan year 2023 filing to $780K in the plan year 2024 filing.
  • Bevara 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Bevara 401(k) Plan reported participants rose from 173 in the plan year 2023 filing to 180 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 472059758 · Bevara, Inc. PY 2024 · 401(k)

Bevara 401(k) Plan · $5M · 180 · 40th

  • EIN $5M
  • RANK 180
  • PHOTO 40th
  • IND 401(k)
  • EOY near Jem Electronics Inc. 401(k) Profit Sharing Plan and Trust
  • 5500 ind #2766

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 Real Estate retirement plans → · Plans in Wisconsin →

Bevara 401(k) Plan in the asset neighbourhood

Bevara 401(k) Plan$5MJem Electronics Inc. 401(k) Profit Sharing Plan and TrustJem Electronics Inc. 401(k) …$5MChilewich Sultan LLC 401(k) Profit Sharing Plan and TrustChilewich Sultan LLC 401(k) …$5MTritower Financial Group 401(k) PlanTritower Financial Group 401…$5MQuella, Inc. 401(k) Plan$5M
End-of-year total assets ($M) among Bevara 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$780K
Employer EIN472059758
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bevara, Inc.)

Sponsor-wide plan assets over time

All Bevara, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 45.491476643434254% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M$5M 202220232024 $3.11M $4.53M ▲ +45.7%
Year Plans Participants Total Assets
2022 1 165 $3M
2023 1 173 $4M
2024 1 180 $5M

Nearby 401(k) Plans in Wisconsin

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

Bevara 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Bevara 401(k) Plan, Total assets ($B): 0.004525444 · Participants: 180Bevara 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Bevara 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Bevara 401(k) Plan side-by-side with 3 peers →

Bevara 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Jem Electronics Inc. 401(k) Profit Sharing Plan and Trust in MA ($5M); by covered participants it is Costello, Inc. 401(k) Plan in TX (180 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (180 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 Bevara 401(k) Plan assets move in 2024? ▼
Bevara 401(k) Plan grew sharply - up 20.8% during 2024, from $4M to $5M. Reported net income was $780K.
How have Bevara, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bevara, Inc.'s sponsor-wide assets grew 45.5%, from $3M to $5M.
Which 401(k) plans are similar in size to Bevara 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jem Electronics Inc. 401(k) Profit Sharing Plan and Trust in MA ($5M, 82 participants).
Which 401(k) plans cover a similar participant headcount to Bevara 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Costello, Inc. 401(k) Plan in TX (180 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 472059758.

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.