401(k) · DOL Form 5500 · 2024

Beyond Finance, LLC 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
2,030
Participants Near avg headcount
81st
Percentile by assets National rank
$19,572
Avg per participant Low balance/head
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Official DOL plan name: Beyond Finance, LLC 401(k) Plan · Sponsored by Beyond Finance, LLC · Illinois · Other Services

$40M in assets, 2,030 participants

Beyond Finance, LLC's Beyond Finance, LLC 401(k) Plan reported $40M in total assets and 2,030 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,033 in Other Services (7,719 peers)

Coverage in Illinois

Beyond Finance, LLC 401(k) Plan covers 2,030 participants in Illinois, 2.6x the typical Illinois plan (state average ~779 per filing). Assets: $40M.

#7,033
in Other Services (7,719 peers)
+60.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Beyond Finance, LLC 401(k) Plan's outsized position by total assets

Beyond Finance, LLC 401(k) Plan vs every filed plan by assets

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

$39,731,168 Top 19% higher than 81% 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

Beyond Finance, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beyond Finance, LLC 401(k) Plan lands in the large band (2,030 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Beyond Finance, LLC 401(k) Plan reported participants rose from 1,048 in the plan year 2023 filing to 2,030 in the plan year 2024 filing.
  • Beyond Finance, LLC 401(k) Plan end-of-year assets rose from $25M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • Beyond Finance, LLC 401(k) Plan reported net income rose from $11M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 274222275 · Beyond Finance, LLC PY 2024 · 401(k)

Beyond Finance, LLC 401(k) Plan · $40M · 2,030 · 81st

  • EIN $40M
  • EIN 2,030
  • EIN 81st
  • EIN 401(k)
  • EIN near Elephant Insurance Services, LLC 401(k) Plan
  • EIN ind #7033

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 Other Services retirement plans → · Plans in Illinois →

Beyond Finance, LLC 401(k) Plan in the asset neighbourhood

Machias Savings Bank 401(k) PlanMachias Savings Bank 401(k) …$40MBeyond Finance, LLC 401(k) PlanBeyond Finance, LLC 401(k) P…$40MElephant Insurance Services, LLC 401(k) PlanElephant Insurance Services,…$40MSeven Seventeen Credit Union, Inc. 401(k) Savings Plan for Salaried EmployeesSeven Seventeen Credit Union…$40MBulkmatic 401(k) Retirement Savings PlanBulkmatic 401(k) Retirement …$40M
End-of-year total assets ($M) among Beyond Finance, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$40M
Net Income$15M
Employer EIN274222275
Plan Effective Date2016-10-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Beyond Finance, LLC)

Sponsor-wide plan assets over time

All Beyond Finance, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$40M 228.69224373637556% vs 2022
2024 filing year
$0M$10M$20M$30M$40M$50M 202220232024 $12.1M $39.7M ▲ +228.6%
Year Plans Participants Total Assets
2022 1 782 $12M
2023 1 1,048 $25M
2024 1 2,030 $40M

Nearby 401(k) Plans in Illinois

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

Beyond Finance, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Beyond Finance, LLC 401(k) Plan, Total assets ($B): 0.039731168 · Participants: 2030Beyond Finance, LLC 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
Beyond Finance, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Beyond Finance, LLC 401(k) Plan side-by-side with 3 peers →

Beyond Finance, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Elephant Insurance Services, LLC 401(k) Plan in VA ($40M); by covered participants it is Nexteer Automotive Hourly 401(k) Retirement Plan in MI (2,030 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,030 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 Beyond Finance, LLC 401(k) Plan assets move in 2024? ▼
Beyond Finance, LLC 401(k) Plan surged - up 60.1% during 2024, from $25M to $40M. Reported net income was $15M.
How have Beyond Finance, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beyond Finance, LLC's sponsor-wide assets grew 228.7%, from $12M to $40M.
Where does Beyond Finance, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Beyond Finance, LLC 401(k) Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Beyond Finance, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elephant Insurance Services, LLC 401(k) Plan in VA ($40M, 506 participants).
Which 401(k) plans cover a similar participant headcount to Beyond Finance, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexteer Automotive Hourly 401(k) Retirement Plan in MI (2,030 participants, $174M 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 274222275.

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.