401(k) · DOL Form 5500 · 2024
Beveridge & Diamond, P.C. 401(k) Plan
Data updated 2026-08-25
- $137M
- Total assets Near avg plan size
- 147
- Participants Small participant base
- 92nd
- Percentile by assets National rank
- $928,699
- Avg per participant High balance/head
Official DOL plan name: Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' · Sponsored by Beveridge & Diamond, P.C. · District of Columbia · Professional & Technical Services
$137M in assets, 147 participants
Beveridge & Diamond, P.C.'s Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' reported $137M in total assets and 147 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #18,871 in Professional & Technical Services (20,173 peers)
Coverage in District of Columbia
Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' covers 147 participants in District of Columbia, about 10% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $137M.
- #18,871
- in Professional & Technical Services (20,173 peers)
- +9.5%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a''s outsized position by total assets
Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$136,518,745 Top 8% higher than 92% 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
Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' 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. Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' sits mid-pack in the medium band (147 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' reported net income fell from $21M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' end-of-year assets rose from $125M in the plan year 2023 filing to $137M in the plan year 2024 filing.
- Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' reported participants rose from 143 in the plan year 2023 filing to 147 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 521247549 · Beveridge & Diamond, P.C. PY 2024 · 401(k)
Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' · $137M · 147 · 92nd
- PCT $137M
- PCT 147
- PCT 92nd
- PCT 401(k)
- PCT near Cole Schotz P. C. Profit-Sharing and 401(k) Plan
- PCT ind #18871
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 District of Columbia →
Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $125M |
|---|---|
| Net Assets (End of Year) | $137M |
| Net Income | $12M |
| Employer EIN | 521247549 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beveridge & Diamond, P.C.)
Sponsor-wide plan assets over time
All Beveridge & Diamond, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $137M 23.40222389990046% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 138 | $111M |
| 2023 | 1 | 143 | $125M |
| 2024 | 1 | 147 | $137M |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Danaher Corporation & Subsidiaries Savings Plan $6.5B · 23,090
- Geico 401(k) Savings Plan $6.2B · 30,641
- Federal National Mortgage Association Retirement Savings Plan for Employees $4.6B · 8,108
- Finra Savings Plus Plan $2.5B · 4,201
- Hogan Lovells US LLP Retirement Savings Plan $1.9B · 1,973
Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a''s out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Cole Schotz P. C. Profit-Sharing and 401(k) Plan in NJ ($136M); by covered participants it is Sabinal Administrative Services, LLC 401(k) Plan in TX (147 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($137M here).
Similar participant headcount
Nearest other-state filings by covered participants (147 participants); asset peers above are excluded.
- Sabinal Administrative Services, LLC 401(k) Plan (TX) 147 · 0 off
- Ardmore Home Design, Inc. 401(k) Profit Sharing Plan (CA) 147 · 0 off
- Reed Oil Company 401(k) Profit Sharing Plan (PA) 147 · 0 off
- Gibson-Thomas 401 (K) Plan (PA) 147 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.