401(k) · DOL Form 5500 · 2024

Beta Corporation 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 1
Participants Small participant base: 27th
Percentile by assets National rank: $1.6M
Avg per participant High balance/head

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Official DOL plan name: Beta Corporation 401 K Plan · Sponsored by Beta Corporation · West Virginia · Professional & Technical Services

$2M in assets, 1 participants

Beta Corporation's Beta Corporation 401 K Plan reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

#4,611 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Beta Corporation 401 K Plan holds $2M for 1 participant - about $1.6M per participant, in the lower half of filed plans by assets.

#4,611
in Professional & Technical Services (20,173 peers): -1.9%
assets change YoY

The plan reported a net loss of $32K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Beta Corporation 401 K Plan among the smaller filed plans by assets

Beta Corporation 401 K Plan vs every filed plan by assets

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

$1,633,939 27th percentile higher than 27% 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

Beta Corporation 401 K Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beta Corporation 401 K Plan is a micro filing (1 participant), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Beta Corporation 401 K Plan reported net income fell from $7K in the plan year 2023 filing to -$32K in the plan year 2024 filing.
Beta Corporation 401 K Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 421489293 · Beta Corporation PY 2024 · 401(k)

Beta Corporation 401 K Plan · $2M · 1 · 27th

TYPE $2M
TYPE 1
TYPE 27th
TYPE 401(k)
TYPE near Pepe Abad Retirement Plan
TYPE ind #4611

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 West Virginia →

End-of-year total assets ($M) among Beta Corporation 401 K Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	-$32K
Employer EIN	421489293
Plan Effective Date	2008-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Beta Corporation)

Latest sponsor-wide plan assets: $2M 1.9204853976720553% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	1	$2M
2024	1	1	$2M

Nearby 401(k) Plans in West Virginia

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

Beta Corporation 401 K Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants

Orrick, Herrington & Sutcliffe LLP Retirement Plan $1.2B · 1,845
Vandalia Health System 401(k) Retirement Savings P $853M · N/A
American Public Education Retirement Plan $303M · 5,717
West Virginia University Health System 401(k) Plan $255M · 4,549
United Bankshares, Inc. Savings and Stock Investment Plan $249M · 2,561

Compare Beta Corporation 401 K Plan side-by-side with 3 peers →

Beta Corporation 401 K Plan's out-of-state 401(k) peers by assets and headcount

Outside West Virginia, the nearest 401(k) by assets is Pepe Abad Retirement Plan in PR ($2M); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Pepe Abad Retirement Plan (PR) $2M · 193
Acoustical Spray Insulators 401(k) Ps Plan (PA) $2M · 13
Kfk Group/Srg 401(k) Retirement Plan (LA) $2M · 448
Skyline Equipment Sales, Inc. 401(k) Plan (VA) $2M · 5

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Concorde Support & Development, Inc. 401(k) Profit Sharing Plan (TX) 1 · 0 off
The Directed Account Plan Staff 401(K ) Plan (MO) 1 · 0 off
Emz Inc Profit Sharing Plan (KY) 1 · 0 off
Mbm Enterprises, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off

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 Beta Corporation 401 K Plan assets move in 2024? ▼

Beta Corporation 401 K Plan edged down modestly - down 1.9% during 2024, from $2M to $2M. Reported net income was -$32K.

How have Beta Corporation plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Beta Corporation's sponsor-wide assets declined 1.9%, from $2M to $2M.

Which 401(k) plans are similar in size to Beta Corporation 401 K Plan? ▼

Among 401(k) plans in other states, the closest by assets is Pepe Abad Retirement Plan in PR ($2M, 193 participants).

Which 401(k) plans cover a similar participant headcount to Beta Corporation 401 K Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 421489293.