401(k) · DOL Form 5500 · 2024
Beta Group, Inc. 401(k) Plan
Data updated 2026-08-11
- $42M
- Total assets
- 170
- Participants
- 82nd
- Percentile by assets
- $248,409
- Avg per participant
Official DOL plan name: Beta Group, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Beta Group, Inc. · Rhode Island · Professional & Technical Services
$42M in assets, 170 participants
Beta Group, Inc.'s Beta Group, Inc. 401(k) Profit Sharing Plan and Trust reported $42M in total assets and 170 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- 82nd percentile by assets (of 123,622 plans)
- #16,672 in Professional & Technical Services (20,173 peers)
Coverage in Rhode Island
Beta Group, Inc. 401(k) Profit Sharing Plan and Trust covers 170 participants in Rhode Island, about 12% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $42M.
- $42M
- total plan assets (2024 EOY)
- 170
- covered participants
- 82nd
- percentile by assets (of 123,622 plans)
- $248,409
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Beta Group, Inc. 401(k) Profit Sharing Plan and Trust reported net income fell from $7M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Beta Group, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $39M in the plan year 2023 filing to $42M in the plan year 2024 filing.
- Beta Group, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 158 in the plan year 2023 filing to 170 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. Beta Group, Inc. 401(k) Profit Sharing Plan and Trust reports 170 participants - about 12% of that state average ($42M EOY assets).
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $4M |
| Employer EIN | 050398907 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beta Group, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 323 | $50M |
| 2023 | 2 | 320 | $62M |
| 2024 | 2 | 343 | $72M |
Nearby 401(k) Plans in Rhode Island
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Beta Group, Inc. 401(k) Profit Sharing Plan and Trust 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 Beta Group, Inc. 401(k) Profit Sharing Plan and Trust by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Beta Group, Inc. 401(k) Profit Sharing Plan and Trust's numbers.
- By total assets, Beta Group, Inc. 401(k) Profit Sharing Plan and Trust ranks in the top quartile 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
- Beta Group, Inc.'s sponsor-wide assets have grown 44.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans