401(k) · DOL Form 5500 · 2024

Beams, LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
692
Participants Below avg headcount
76th
Percentile by assets National rank
$39,983
Avg per participant Low balance/head
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Official DOL plan name: Beams, LLC 401(k) Plan · Sponsored by Beams, LLC · Iowa · Professional & Technical Services

$28M in assets, 692 participants

Beams, LLC's Beams, LLC 401(k) Plan reported $28M in total assets and 692 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,339 in Professional & Technical Services (20,173 peers)

Where Beams, LLC 401(k) Plan sits by assets

Beams, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $28M for 692 participants (~$39,983/participant), up 32.0% in 2024.

#15,339
in Professional & Technical Services (20,173 peers)
+32.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

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

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

$27,667,892 Top 24% higher than 76% 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

Beams, LLC 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. Beams, LLC 401(k) Plan sits mid-pack in the medium band (692 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Beams, LLC 401(k) Plan reported participants rose from 409 in the plan year 2023 filing to 692 in the plan year 2024 filing.
  • Beams, LLC 401(k) Plan end-of-year assets rose from $21M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Beams, LLC 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 844172492 · Beams, LLC PY 2024 · 401(k)

Beams, LLC 401(k) Plan · $28M · 692 · 76th

  • ASSETS $28M
  • PCT 692
  • EIN 76th
  • RANK 401(k)
  • PHOTO near Eneos USA Employees 401(k) Plan
  • IND ind #15339

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 Iowa →

Beams, LLC 401(k) Plan in the asset neighbourhood

Beams, LLC 401(k) Plan$28MEneos USA Employees 401(k) PlanEneos USA Employees 401(k) P…$28MFmc Services, LLC 401(k) Profit Sharing PlanFmc Services, LLC 401(k) Pro…$28MEwie Group of Companies 401(k) PlanEwie Group of Companies 401(…$28MAutofocus, Inc. 401(k) Plan$28M
End-of-year total assets ($M) among Beams, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$28M
Net Income$5M
Employer EIN844172492
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beams, LLC)

Sponsor-wide plan assets over time

All Beams, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$28M 60.92954215634098% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.2M $27.7M ▲ +61.0%
Year Plans Participants Total Assets
2022 1 370 $17M
2023 1 409 $21M
2024 1 692 $28M

Nearby 401(k) Plans in Iowa

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

Beams, LLC 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Beams, LLC 401(k) Plan, Total assets ($B): 0.027667892 · Participants: 692Beams, LLC 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Beams, LLC 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Beams, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest 401(k) by assets is Eneos USA Employees 401(k) Plan in GA ($28M); by covered participants it is Intermountain Farmers Association Salary Investment Plan and Trust in UT (692 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (692 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 Beams, LLC 401(k) Plan assets move in 2024? ▼
Beams, LLC 401(k) Plan surged - up 32.0% during 2024, from $21M to $28M. Reported net income was $5M.
How have Beams, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beams, LLC's sponsor-wide assets grew 60.9%, from $17M to $28M.
Where does Beams, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Beams, LLC 401(k) Plan ranks in the 76th 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 Beams, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eneos USA Employees 401(k) Plan in GA ($28M, 189 participants).
Which 401(k) plans cover a similar participant headcount to Beams, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Intermountain Farmers Association Salary Investment Plan and Trust in UT (692 participants, $40M 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 844172492.

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.