401(k) · DOL Form 5500 · 2024

Beveridge & Diamond, P.C. 401(k) Plan

Data updated 2026-08-11

$137M
Total assets: 147
Participants: 92nd
Percentile by assets: $928,699
Avg per participant

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.

92nd percentile by assets (of 123,622 plans)
#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.

$137M
total plan assets (2024 EOY): 147
covered participants: 92nd
percentile by assets (of 123,622 plans): $928,699
avg assets per participant

Where Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' sits 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' 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.

See the national 2023→2024 release diff →

State

District of Columbia

Industry

Professional & Technical Services

Participants vs District of Columbia filers

In District of Columbia, the average filing covers about 1,456 participants across 881 plans. Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' reports 147 participants - about 10% of that state average ($137M EOY assets).

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.)

Total plan assets by year, all Beveridge & Diamond, P.C. plans on file

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.

Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' vs. nearby 401(k) plans in District of Columbia, assets vs. participants

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

Compare Beveridge & Diamond, P.C. 401(k) Profit … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' by total assets, not by location.

Cole Schotz P. C. Profit-Sharing and 401(k) Plan (NJ) $136M · 372
Allergy Partners Management LLC Retirement Savings Plan (NC) $136M · 988
Tohono O'odham Gaming Enterprise Retirement Savings Plan (AZ) $137M · 2,649
Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan (ME) $137M · 214

Frequently Asked Questions

How did Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' assets move in 2024? ▼

Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' grew at a solid clip - up 9.5% during 2024, from $125M to $137M. Reported net income was $12M.

How have Beveridge & Diamond, P.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Beveridge & Diamond, P.C.'s sponsor-wide assets grew 23.4%, from $111M to $137M.

Where does Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' rank by assets among Form 5500 filers? ▼

Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a'? ▼

Among 401(k) plans in other states, the closest by assets is Cole Schotz P. C. Profit-Sharing and 401(k) Plan in NJ ($136M, 372 participants).

Next read for Beveridge & Diamond, P.C. 401(k) Profit …

Filing takeaways

Ways to act on Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a''s numbers.

By total assets, Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in District of Columbia. Compare plans
Beveridge & Diamond, P.C.'s sponsor-wide assets have grown 23.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 521247549.