401(k) · DOL Form 5500 · 2024
Beard Holding, Inc. Dba Beard Equipment Company 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 401
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $96,151
- Avg per participant Below avg balance/head
Official DOL plan name: Beard Equipment Company 401(k) Profit Sharing Plan & Trust · Sponsored by Beard Holding, Inc. Dba Beard Equipment Company · Alabama · Retail Trade
$39M in assets, 401 participants
Beard Holding, Inc. Dba Beard Equipment Company's Beard Equipment Company 401(k) Profit Sharing Plan & Trust reported $39M in total assets and 401 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #7,151 in Retail Trade (8,048 peers)
Where Beard Equipment Company 401(k) Profit Sharing Plan & Trust sits by assets
Beard Equipment Company 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $39M for 401 participants (~$96,151/participant), up 17.0% in 2024.
- #7,151
- in Retail Trade (8,048 peers)
- +17.0%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Beard Equipment Company 401(k) Profit Sharing Plan & Trust's outsized position by total assets
Beard Equipment Company 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$38,556,531 Top 19% higher than 81% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Beard Equipment Company 401(k) Profit Sharing Plan & 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. Beard Equipment Company 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (401 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Beard Equipment Company 401(k) Profit Sharing Plan & Trust reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Beard Equipment Company 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $33M in the plan year 2023 filing to $39M in the plan year 2024 filing.
- Beard Equipment Company 401(k) Profit Sharing Plan & Trust reported participants rose from 384 in the plan year 2023 filing to 401 in the plan year 2024 filing.
DOL schedule card
Filing strip 631224274 · Beard Holding, Inc. Dba Beard Equipment Company PY 2024 · 401(k)
Beard Equipment Company 401(k) Profit Sharing Plan & Trust · $39M · 401 · 81st
- EBSA $39M
- PART 401
- TYPE 81st
- NET 401(k)
- BOOK near Area Energy & Electric, Inc. Profit Sharing Plan
- VS-ST ind #7151
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 Retail Trade retirement plans → · Plans in Alabama →
Beard Equipment Company 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $6M |
| Employer EIN | 631224274 |
| Plan Effective Date | 1973-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beard Holding, Inc. Dba Beard Equipment Company)
Sponsor-wide plan assets over time
All Beard Holding, Inc. Dba Beard Equipment Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 48.51975157220337% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 317 | $26M |
| 2023 | 1 | 384 | $33M |
| 2024 | 1 | 401 | $39M |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $3.2B · 20,783
- Encompass Health Corporation 401(k) Retirement Plan $1.7B · 29,454
- Hexagon Employee Retirement Savings Plan $1.7B · 4,638
- Vulcan 401(k) Plan $1.5B · 8,628
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.2B · 6,167
Beard Equipment Company 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Area Energy & Electric, Inc. Profit Sharing Plan in OH ($39M); by covered participants it is Kiel Center 401(k) Plan in MO (401 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
- Area Energy & Electric, Inc. Profit Sharing Plan (OH) $39M · 365
- Legacy 401(k) Plan (IN) $39M · 1,191
- The Don Chapin Co., Inc. 401(k) Plan (CA) $39M · 346
- The Juice Plus 401(k) Plan (TN) $39M · 175
Similar participant headcount
Nearest other-state filings by covered participants (401 participants); asset peers above are excluded.
- Kiel Center 401(k) Plan (MO) 401 · 0 off
- Viaflex 401(k) Plan (SD) 401 · 0 off
- Barr Brands International, Inc. 401(k) Plan (TN) 401 · 0 off
- Drata Inc. 401(k) Plan (CA) 401 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.