401(k) · DOL Form 5500 · 2024

Beverly Farm Foundation Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
207
Participants Below avg headcount
35th
Percentile by assets National rank
$15,582
Avg per participant Low balance/head
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Official DOL plan name: Beverly Farm Foundation 401(k) Plan · Sponsored by Beverly Farm Foundation Inc. · Illinois · Healthcare & Social Assistance

$3M in assets, 207 participants

Beverly Farm Foundation Inc.'s Beverly Farm Foundation 401(k) Plan reported $3M in total assets and 207 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,007 in Healthcare & Social Assistance (16,916 peers)

Coverage in Illinois

Beverly Farm Foundation 401(k) Plan covers 207 participants in Illinois, about 27% of the average Illinois filer (state average ~779 per filing). Assets: $3M.

#6,007
in Healthcare & Social Assistance (16,916 peers)
-16.7%
assets change YoY

The plan reported a net loss of $649K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Beverly Farm Foundation 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Beverly Farm Foundation 401(k) Plan vs every filed plan by assets

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

$3,225,394 35th percentile higher than 35% 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

Beverly Farm Foundation 401(k) 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. Beverly Farm Foundation 401(k) Plan sits mid-pack in the medium band (207 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Beverly Farm Foundation 401(k) Plan reported net income fell from $342K in the plan year 2023 filing to -$649K in the plan year 2024 filing.
  • Beverly Farm Foundation 401(k) Plan end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Beverly Farm Foundation 401(k) Plan reported participants fell from 238 in the plan year 2023 filing to 207 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 370765971 · Beverly Farm Foundation Inc. PY 2024 · 401(k)

Beverly Farm Foundation 401(k) Plan · $3M · 207 · 35th

  • RANK $3M
  • PHOTO 207
  • IND 35th
  • EOY 401(k)
  • 5500 near St. Matthew's House, Inc. 401(k) Profit Sharing Plan and Trust
  • ASSETS ind #6007

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 Illinois →

Beverly Farm Foundation 401(k) Plan in the asset neighbourhood

Beverly Farm Foundation 401(k) PlanBeverly Farm Foundation 401(…$3MSt. Matthew's House, Inc. 401(k) Profit Sharing Plan and TrustSt. Matthew's House, Inc. 40…$3MPovol & Company, Cpa, P.C. Savings Plan TrustPovol & Company, Cpa, P.C. S…$3MS&e Gourmet Cuts, Inc. Dba Country Archer 401(k) PlanS&e Gourmet Cuts, Inc. Dba C…$3MSimple Management Group Inc. 401(k) PlanSimple Management Group Inc.…$3M
End-of-year total assets ($M) among Beverly Farm Foundation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$649K
Employer EIN370765971
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beverly Farm Foundation Inc.)

Sponsor-wide plan assets over time

All Beverly Farm Foundation Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 8.679692306559792% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M$3.8M$4M 202220232024 $3.53M $3.23M ▼ -8.5%
Year Plans Participants Total Assets
2022 1 231 $4M
2023 1 238 $4M
2024 1 207 $3M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Beverly Farm Foundation 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Beverly Farm Foundation 401(k) Plan, Total assets ($B): 0.003225394 · Participants: 207Beverly Farm Foundation 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Beverly Farm Foundation 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Beverly Farm Foundation 401(k) Plan side-by-side with 3 peers →

Beverly Farm Foundation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is St. Matthew's House, Inc. 401(k) Profit Sharing Plan and Trust in FL ($3M); by covered participants it is California Retina Associates 401(k) Plan in CA (207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (207 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 Beverly Farm Foundation 401(k) Plan assets move in 2024? ▼
Beverly Farm Foundation 401(k) Plan declined sharply - down 16.7% during 2024, from $4M to $3M. Reported net income was -$649K.
How have Beverly Farm Foundation Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beverly Farm Foundation Inc.'s sponsor-wide assets declined 8.7%, from $4M to $3M.
Which 401(k) plans are similar in size to Beverly Farm Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is St. Matthew's House, Inc. 401(k) Profit Sharing Plan and Trust in FL ($3M, 308 participants).
Which 401(k) plans cover a similar participant headcount to Beverly Farm Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is California Retina Associates 401(k) Plan in CA (207 participants, N/A 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 370765971.

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.