401(k) · DOL Form 5500 · 2024

Beacon Associates LLC I 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$656,391
Avg per participant High balance/head
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Official DOL plan name: Beacon Associates LLC Incentive Savings Retirement Trust (Psk) · Sponsored by Beacon Associates LLC I · New York · Finance & Insurance

$1M in assets, 2 participants

Beacon Associates LLC I's Beacon Associates LLC Incentive Savings Retirement Trust (Psk) reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,300 in Finance & Insurance (8,549 peers)

Beacon Associates LLC I multi-year trail

Beacon Associates LLC I's plans moved +21.0% in assets from 2022 to 2024; this filing shows Beacon Associates LLC Incentive Savings Retirement Trust (Psk) at $1M / 2 participants.

#1,300
in Finance & Insurance (8,549 peers)
+10.5%
assets growth YoY

Beacon Associates LLC Incentive Savings Retirement Trust (Psk) among the smaller filed plans by assets

Beacon Associates LLC Incentive Savings Retirement Trust (Psk) vs every filed plan by assets

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

$1,312,782 25th percentile higher than 25% 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 Associates LLC Incentive Savings Retirement Trust (Psk) among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beacon Associates LLC Incentive Savings Retirement Trust (Psk) is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Beacon Associates LLC Incentive Savings Retirement Trust (Psk) reported net income rose from $103K in the plan year 2023 filing to $125K in the plan year 2024 filing.
  • Beacon Associates LLC Incentive Savings Retirement Trust (Psk) end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 061588611 · Beacon Associates LLC I PY 2024 · 401(k)

Beacon Associates LLC Incentive Savings Retirement Trust (Psk) · $1M · 2 · 25th

  • PHOTO $1M
  • IND 2
  • EOY 25th
  • 5500 401(k)
  • ASSETS near Cornelia Ace Hardware Inc. 401(k) Plan
  • PCT ind #1300

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 Finance & Insurance retirement plans → · Plans in New York →

Beacon Associates LLC Incentive Savings Retirement Trust (Psk) in the asset neighbourhood

Beacon Associates LLC Incentive Savings Retirement Trust (Psk)Beacon Associates LLC Incent…$1MCornelia Ace Hardware Inc. 401(k) PlanCornelia Ace Hardware Inc. 4…$1MMichael H. Bergman Clu Pension PlanMichael H. Bergman Clu Pensi…$1MBest Beverages of West Memphis, LLC 401(k) PlanBest Beverages of West Memph…$1MTactical Cleaning Company 401(k) PlanTactical Cleaning Company 40…$1M
End-of-year total assets ($M) among Beacon Associates LLC Incentive Savings Retirement Trust (Psk) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Beacon Associates LLC I multi-year asset trail

Sponsor-wide plan assets over time

All Beacon Associates LLC I plans reported in each filing year

Latest sponsor-wide plan assets
$1M 21.048399738130584% vs 2022
2024 filing year
$1M$1.1M$1.2M$1.3M$1.4M 202220232024 $1.08M $1.31M ▲ +21.3%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $1M

Beacon Associates LLC I filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$125K
Employer EIN061588611
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Beacon Associates LLC Incentive Savings Retirement Trust (Psk) vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Beacon Associates LLC Incentive Savings Retirement Trust (Psk), Total assets ($B): 0.001312782 · Participants: 2Beacon Associates LLC Incentive Savings Retirement Trust (Psk)IBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Beacon Associates LLC Incentive Savings Retirement Trust (Psk) vs. nearby 401(k) plans in New York, assets vs. participants
Compare Beacon Associates LLC Incentive Savings Retirement Trust (Psk) side-by-side with 3 peers →

Beacon Associates LLC Incentive Savings Retirement Trust (Psk)'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cornelia Ace Hardware Inc. 401(k) Plan in GA ($1M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Associates LLC Incentive Savings Retirement Trust (Psk) assets move in 2024? ▼
Beacon Associates LLC Incentive Savings Retirement Trust (Psk) grew at a solid clip - up 10.5% during 2024, from $1M to $1M. Reported net income was $125K.
How have Beacon Associates LLC I plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beacon Associates LLC I's sponsor-wide assets grew 21.0%, from $1M to $1M.
Where does Beacon Associates LLC Incentive Savings Retirement Trust (Psk) rank by assets among Form 5500 filers? ▼
Beacon Associates LLC Incentive Savings Retirement Trust (Psk) ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Beacon Associates LLC Incentive Savings Retirement Trust (Psk)? ▼
Among 401(k) plans in other states, the closest by assets is Cornelia Ace Hardware Inc. 401(k) Plan in GA ($1M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Beacon Associates LLC Incentive Savings Retirement Trust (Psk)? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 061588611.

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.