401(k) · DOL Form 5500 · 2024

Beta Group, Inc. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
170
Participants Small participant base
82nd
Percentile by assets National rank
$248,409
Avg per participant Above avg balance/head
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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.

  • #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.

#16,672
in Professional & Technical Services (20,173 peers)
+9.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Beta Group, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Beta Group, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$42,229,465 Top 18% higher than 82% 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

Beta Group, Inc. 401(k) Profit Sharing Plan and Trust 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. Beta Group, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (170 participants).

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.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 050398907 · Beta Group, Inc. PY 2024 · 401(k)

Beta Group, Inc. 401(k) Profit Sharing Plan and Trust · $42M · 170 · 82nd

  • RANK $42M
  • RANK 170
  • RANK 82nd
  • RANK 401(k)
  • RANK near Control Risks Group, LLC Profit Sharing Plan
  • RANK ind #16672

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 Professional & Technical Services retirement plans → · Plans in Rhode Island →

Beta Group, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

W.R. Meadows, Inc. Employees' Profit Sharing and 401(k) Plan and TrustW.R. Meadows, Inc. Employees…$42MUS Legal Support, Inc. 401(k) PlanUS Legal Support, Inc. 401(k…$42MBeta Group, Inc. 401(k) Profit Sharing Plan and TrustBeta Group, Inc. 401(k) Prof…$42MControl Risks Group, LLC Profit Sharing PlanControl Risks Group, LLC Pro…$42MVelocityehs 401(k) Plan$42M
End-of-year total assets ($M) among Beta Group, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rhode Island filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$42M
Net Income$4M
Employer EIN050398907
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beta Group, Inc.)

Sponsor-wide plan assets over time

All Beta Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$72M 44.85072799942601% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $49.9M $72.3M ▲ +44.9%
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 Scatter plot of 6 data points. -1000000100000200000300000 -10010203040 Total assets ($B) Participants Beta Group, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.042229465 · Participants: 170Beta Group, Inc. 401(k) Profit Sharing Plan and TrustCVS Health Future Fund 401(k) Plan, Total assets ($B): 30.087909242 · Participants: 240493CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 6.12531514 · Participants: 26609Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 3.249944772 · Participants: 17893Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.764430113 · Participants: 26416Unfi 401(k) PlanFactory Mutual Insurance Company 401(k) Savings Plan, Total assets ($B): 1.916269037 · Participants: 4005Factory Mutual Insurance Company 401(k) Savings Plan
Beta Group, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Beta Group, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Beta Group, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Control Risks Group, LLC Profit Sharing Plan in DC ($42M); by covered participants it is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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 Beta Group, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Beta Group, Inc. 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 9.4% during 2024, from $39M to $42M. Reported net income was $4M.
How have Beta Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beta Group, Inc.'s sponsor-wide assets grew 44.9%, from $50M to $72M.
Where does Beta Group, Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Beta Group, Inc. 401(k) Profit Sharing Plan and Trust ranks in the 82nd 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 Beta Group, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Control Risks Group, LLC Profit Sharing Plan in DC ($42M, 322 participants).
Which 401(k) plans cover a similar participant headcount to Beta Group, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (170 participants, $1M 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 050398907.

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.