401(k) · DOL Form 5500 · 2024
Beacon Pointe Advisors, LLC 401(k) Plan
Data updated 2026-08-25
- $54M
- Total assets Below avg plan size
- 451
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $120,180
- Avg per participant Near avg balance/head
Official DOL plan name: Beacon Pointe 401(k) Plan · Sponsored by Beacon Pointe Advisors, LLC · California · Finance & Insurance
$54M in assets, 451 participants
Beacon Pointe Advisors, LLC's Beacon Pointe 401(k) Plan reported $54M in total assets and 451 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #6,570 in Finance & Insurance (8,549 peers)
Where Beacon Pointe 401(k) Plan sits by assets
Beacon Pointe 401(k) Plan sits in the top quartile of all filed plans by assets, $54M for 451 participants (~$120,180/participant), up 39.6% in 2024.
- #6,570
- in Finance & Insurance (8,549 peers)
- +39.6%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Beacon Pointe 401(k) Plan's outsized position by total assets
Beacon Pointe 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$54,201,118 Top 15% higher than 85% 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
Beacon Pointe 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. Beacon Pointe 401(k) Plan sits mid-pack in the medium band (451 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Beacon Pointe 401(k) Plan end-of-year assets rose from $39M in the plan year 2023 filing to $54M in the plan year 2024 filing.
- Beacon Pointe 401(k) Plan reported net income rose from $11M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Beacon Pointe 401(k) Plan reported participants rose from 394 in the plan year 2023 filing to 451 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 270636826 · Beacon Pointe Advisors, LLC PY 2024 · 401(k)
Beacon Pointe 401(k) Plan · $54M · 451 · 85th
- TYPE $54M
- TYPE 451
- TYPE 85th
- TYPE 401(k)
- TYPE near Curana Health LLC 401(k) Plan
- TYPE ind #6570
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 Finance & Insurance retirement plans → · Plans in California →
Beacon Pointe 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $54M |
| Net Income | $15M |
| Employer EIN | 270636826 |
| Plan Effective Date | 2002-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beacon Pointe Advisors, LLC)
Sponsor-wide plan assets over time
All Beacon Pointe Advisors, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $54M 97.0030851427954% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 296 | $28M |
| 2023 | 1 | 394 | $39M |
| 2024 | 1 | 451 | $54M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Beacon Pointe 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Curana Health LLC 401(k) Plan in TX ($54M); by covered participants it is Aim Media 401(k) Plan in TX (451 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($54M here).
- Curana Health LLC 401(k) Plan (TX) $54M · 1,188
- Delta Sonic Retirement Savings Plan (NY) $54M · 1,120
- First National Bank of America Retirement Plan (MI) $54M · 435
- Glaziers Architectural Metal & Glassworkers Local 513, Division a, Glaziers Unit 401(k) and Supplemental Retirement Plan (MO) $54M · 165
Similar participant headcount
Nearest other-state filings by covered participants (451 participants); asset peers above are excluded.
- Aim Media 401(k) Plan (TX) 451 · 0 off
- Health Services Advisory Group 401(k) Plan (AZ) 451 · 0 off
- Novus Ag, LLC 401(k) Plan (CO) 451 · 0 off
- Ipmg 401(k) Retirement Plan (IN) 451 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.