401(k) · DOL Form 5500 · 2024

Beacon Capital Partners, LLC 401(k) Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
131
Participants Small participant base
88th
Percentile by assets National rank
$547,941
Avg per participant High balance/head
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Official DOL plan name: Beacon Capital Partners, LLC 401(k) Plan · Sponsored by Beacon Capital Partners, LLC · Massachusetts · Real Estate

$72M in assets, 131 participants

Beacon Capital Partners, LLC's Beacon Capital Partners, LLC 401(k) Plan reported $72M in total assets and 131 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #4,401 in Real Estate (4,605 peers)

Coverage in Massachusetts

Beacon Capital Partners, LLC 401(k) Plan covers 131 participants in Massachusetts, about 20% of the average Massachusetts filer (state average ~659 per filing). Assets: $72M.

#4,401
in Real Estate (4,605 peers)
+7.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Beacon Capital Partners, LLC 401(k) Plan's outsized position by total assets

Beacon Capital Partners, LLC 401(k) Plan vs every filed plan by assets

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

$71,780,299 Top 12% higher than 88% 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

Beacon Capital Partners, LLC 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. Beacon Capital Partners, LLC 401(k) Plan sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Beacon Capital Partners, LLC 401(k) Plan reported net income fell from $10M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Beacon Capital Partners, LLC 401(k) Plan end-of-year assets rose from $67M in the plan year 2023 filing to $72M in the plan year 2024 filing.
  • Beacon Capital Partners, LLC 401(k) Plan reported participants rose from 124 in the plan year 2023 filing to 131 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 043506116 · Beacon Capital Partners, LLC PY 2024 · 401(k)

Beacon Capital Partners, LLC 401(k) Plan · $72M · 131 · 88th

  • RANK $72M
  • PHOTO 131
  • IND 88th
  • EOY 401(k)
  • 5500 near Shore United Bank 401(k) Plan
  • ASSETS ind #4401

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 Massachusetts →

Beacon Capital Partners, LLC 401(k) Plan in the asset neighbourhood

Aegis Aerospace, Inc. 401(k) PlanAegis Aerospace, Inc. 401(k)…$72MBeacon Capital Partners, LLC 401(k) PlanBeacon Capital Partners, LLC…$72MShore United Bank 401(k) Plan$72MSprinklr 401(k) Plan$72MKubicki Draper, P.a. 401(k) PlanKubicki Draper, P.a. 401(k) …$72M
End-of-year total assets ($M) among Beacon Capital Partners, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$72M
Net Income$5M
Employer EIN043506116
Plan Effective Date1998-01-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Beacon Capital Partners, LLC)

Sponsor-wide plan assets over time

All Beacon Capital Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$72M 26.00910702538397% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $57M $71.8M ▲ +26.0%
Year Plans Participants Total Assets
2022 1 117 $57M
2023 1 124 $67M
2024 1 131 $72M

Nearby 401(k) Plans in Massachusetts

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

Beacon Capital Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Beacon Capital Partners, LLC 401(k) Plan, Total assets ($B): 0.071780299 · Participants: 131Beacon Capital Partners, LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Beacon Capital Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Beacon Capital Partners, LLC 401(k) Plan side-by-side with 3 peers →

Beacon Capital Partners, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Shore United Bank 401(k) Plan in MD ($72M); by covered participants it is T/J Inspection, Inc. 401(k) Plan in OK (131 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($72M here).

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Beacon Capital Partners, LLC 401(k) Plan assets move in 2024? ▼
Beacon Capital Partners, LLC 401(k) Plan grew at a solid clip - up 7.5% during 2024, from $67M to $72M. Reported net income was $5M.
How have Beacon Capital Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beacon Capital Partners, LLC's sponsor-wide assets grew 26.0%, from $57M to $72M.
Where does Beacon Capital Partners, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Beacon Capital Partners, LLC 401(k) Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Beacon Capital Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shore United Bank 401(k) Plan in MD ($72M, 620 participants).
Which 401(k) plans cover a similar participant headcount to Beacon Capital Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is T/J Inspection, Inc. 401(k) Plan in OK (131 participants, $5M 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 043506116.

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.