Defined Benefit (Pension) · DOL Form 5500 · 2024

Beachfleischman PLLC Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
183
Participants Below avg headcount
58th
Percentile by assets National rank
$59,771
Avg per participant Low balance/head
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Official DOL plan name: Beachfleischman PLLC Employees' Cash Balance Plan · Sponsored by Beachfleischman PLLC · Arizona · Professional & Technical Services

$11M in assets, 183 participants

Beachfleischman PLLC's Beachfleischman PLLC Employees' Cash Balance Plan reported $11M in total assets and 183 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,297 in Professional & Technical Services (20,173 peers)

Coverage in Arizona

Beachfleischman PLLC Employees' Cash Balance Plan covers 183 participants in Arizona, about 32% of the average Arizona filer (state average ~564 per filing). Assets: $11M.

#11,297
in Professional & Technical Services (20,173 peers)
+12.3%
assets growth YoY

Beachfleischman PLLC Employees' Cash Balance Plan's mid-pack asset rank among Professional & Technical Services and all filers

Beachfleischman PLLC Employees' Cash Balance Plan vs every filed plan by assets

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

$10,938,085 Top 42% higher than 58% 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

Beachfleischman PLLC Employees' Cash Balance 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. Beachfleischman PLLC Employees' Cash Balance Plan sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Beachfleischman PLLC Employees' Cash Balance Plan reported net income rose from $917K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Beachfleischman PLLC Employees' Cash Balance Plan reported participants rose from 155 in the plan year 2023 filing to 183 in the plan year 2024 filing.
  • Beachfleischman PLLC Employees' Cash Balance Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 860683059 · Beachfleischman PLLC PY 2024 · Defined Benefit (Pension)

Beachfleischman PLLC Employees' Cash Balance Plan · $11M · 183 · 58th

  • SCH $11M
  • EBSA 183
  • PART 58th
  • TYPE Defined Benefit (Pension)
  • NET near Amersham Health Inc. Puerto Rico Pension Plan
  • BOOK ind #11297

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 Arizona →

Beachfleischman PLLC Employees' Cash Balance Plan in the asset neighbourhood

Retirement Plan for Hourly Employees Lehigh Cement Company LPRetirement Plan for Hourly E…$11MBeachfleischman PLLC Employees' Cash Balance PlanBeachfleischman PLLC Employe…$11MAmersham Health Inc. Puerto Rico Pension PlanAmersham Health Inc. Puerto …$11MThe Frozen Defined Benefit PlanThe Frozen Defined Benefit P…$11MReinhold Industries, Inc. Retirement PlanReinhold Industries, Inc. Re…$11M
End-of-year total assets ($M) among Beachfleischman PLLC Employees' Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN860683059
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beachfleischman PLLC)

Sponsor-wide plan assets over time

All Beachfleischman PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$63M 24.307048305258927% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $50.3M $62.5M ▲ +24.3%
Year Plans Participants Total Assets
2022 2 325 $50M
2023 2 354 $56M
2024 2 395 $63M

Nearby Defined Benefit (Pension) Plans in Arizona

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Beachfleischman PLLC Employees' Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Beachfleischman PLLC Employees' Cash Balance Plan, Total assets ($B): 0.010938085 · Participants: 183Beachfleischman PLLC Employees' Cash Balance PlanPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.099073138 · Participants: 6044Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.908519301 · Participants: 4989Salt River Project Employees' Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 1.037847285 · Participants: 24099Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.472409413 · Participants: 2732Avnet Pension PlanArizona Pipe Trades Pension Plan, Total assets ($B): 0.418546411 · Participants: 2281Arizona Pipe Trades Pension Plan
Beachfleischman PLLC Employees' Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Beachfleischman PLLC Employees' Cash Balance Plan side-by-side with 3 peers →

Beachfleischman PLLC Employees' Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Amersham Health Inc. Puerto Rico Pension Plan in IL ($11M); by covered participants it is Pension Plan for Certain Salaried Ees of Alcoa USA Corp. in PA (183 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (183 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 Beachfleischman PLLC Employees' Cash Balance Plan assets move in 2024? ▼
Beachfleischman PLLC Employees' Cash Balance Plan grew at a solid clip - up 12.3% during 2024, from $10M to $11M. Reported net income was $1M.
How have Beachfleischman PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beachfleischman PLLC's sponsor-wide assets grew 24.3%, from $50M to $63M.
Which Defined Benefit (Pension) plans are similar in size to Beachfleischman PLLC Employees' Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Amersham Health Inc. Puerto Rico Pension Plan in IL ($11M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Beachfleischman PLLC Employees' Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Certain Salaried Ees of Alcoa USA Corp. in PA (183 participants, $592M 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 860683059.

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.