401(k) · DOL Form 5500 · 2024
Beech Brook 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 150
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $85,828
- Avg per participant Below avg balance/head
Official DOL plan name: Beech Brook Retirement Savings Plan · Sponsored by Beech Brook · Ohio · Healthcare & Social Assistance
$13M in assets, 150 participants
Beech Brook's Beech Brook Retirement Savings Plan reported $13M in total assets and 150 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #11,243 in Healthcare & Social Assistance (16,916 peers)
Coverage in Ohio
Beech Brook Retirement Savings Plan covers 150 participants in Ohio, about 20% of the average Ohio filer (state average ~765 per filing). Assets: $13M.
- #11,243
- in Healthcare & Social Assistance (16,916 peers)
- +9.2%
- assets growth YoY
Beech Brook Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Beech Brook Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,874,207 Top 39% higher than 61% 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
Beech Brook Retirement Savings 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. Beech Brook Retirement Savings Plan sits mid-pack in the medium band (150 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Beech Brook Retirement Savings Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Beech Brook Retirement Savings Plan reported participants fell from 153 in the plan year 2023 filing to 150 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 340714597 · Beech Brook PY 2024 · 401(k)
Beech Brook Retirement Savings Plan · $13M · 150 · 61st
- SCH $13M
- EBSA 150
- PART 61st
- TYPE 401(k)
- NET near Silver Cloud Inns Retirement Plan
- BOOK ind #11243
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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →
Beech Brook Retirement Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $1M |
| Employer EIN | 340714597 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beech Brook)
Sponsor-wide plan assets over time
All Beech Brook plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 20.728679736738066% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 169 | $11M |
| 2023 | 1 | 153 | $12M |
| 2024 | 1 | 150 | $13M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Beech Brook Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Silver Cloud Inns Retirement Plan in WA ($13M); by covered participants it is The Custom Companies Retirement Savings Plan in IL (150 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Silver Cloud Inns Retirement Plan (WA) $13M · 508
- Go-Mart, Inc. 401(k) Plan (WV) $13M · 861
- Kashiv Biosciences, LLC 401(k) Plan (NJ) $13M · 153
- Garner Industries, LLC 401(k) Profit Sharing Plan (NE) $13M · 129
Similar participant headcount
Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.
- The Custom Companies Retirement Savings Plan (IL) 150 · 0 off
- East Lawn Affiliates Profit Sharing Plan (CA) 150 · 0 off
- Golden Bank National Association 401(k) Retirement Savings Plan (TX) 150 · 0 off
- Xmek, Inc. Retirement Saving Plan (TX) 150 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.