401(k) · DOL Form 5500 · 2024

Beacon Credit Union 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
253
Participants Below avg headcount
66th
Percentile by assets National rank
$63,111
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Beacon Credit Union 401(k) Plan and Trust · Sponsored by Beacon Credit Union · Indiana · Finance & Insurance

$16M in assets, 253 participants

Beacon Credit Union's Beacon Credit Union 401(k) Plan and Trust reported $16M in total assets and 253 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,264 in Finance & Insurance (8,549 peers)

Coverage in Indiana

Beacon Credit Union 401(k) Plan and Trust covers 253 participants in Indiana, about 47% of the average Indiana filer (state average ~541 per filing). Assets: $16M.

#4,264
in Finance & Insurance (8,549 peers)
+20.7%
assets growth YoY

Beacon Credit Union 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Beacon Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$15,967,042 Top 34% higher than 66% 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

Beacon Credit Union 401(k) Plan and Trust 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 Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (253 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Beacon Credit Union 401(k) Plan and Trust end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 356025844 · Beacon Credit Union PY 2024 · 401(k)

Beacon Credit Union 401(k) Plan and Trust · $16M · 253 · 66th

  • NET $16M
  • BOOK 253
  • VS-ST 66th
  • BOY 401(k)
  • SCH near Precision Medical, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #4264

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 Indiana →

Beacon Credit Union 401(k) Plan and Trust in the asset neighbourhood

Beacon Credit Union 401(k) Plan and TrustBeacon Credit Union 401(k) P…$16MPrecision Medical, Inc. 401(k) Profit Sharing PlanPrecision Medical, Inc. 401(…$16MAgro Holdings 401(k) Plan$16MStavis Seafoods, LLC Profit Sharing Plan & TrustStavis Seafoods, LLC Profit …$16MPohanka Oldsmobile Gmc 401(k) PlanPohanka Oldsmobile Gmc 401(k…$16M
End-of-year total assets ($M) among Beacon Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN356025844
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beacon Credit Union)

Sponsor-wide plan assets over time

All Beacon Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$51M 36.05409329471291% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37.8M $51.4M ▲ +36.1%
Year Plans Participants Total Assets
2022 2 466 $38M
2023 2 437 $45M
2024 2 424 $51M

Nearby 401(k) Plans in Indiana

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

Beacon Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Beacon Credit Union 401(k) Plan and Trust, Total assets ($B): 0.015967042 · Participants: 253Beacon Credit Union 401(k) Plan and TrustThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Beacon Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Beacon Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Beacon Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Precision Medical, Inc. 401(k) Profit Sharing Plan in PA ($16M); by covered participants it is Dwa Healthcare Communications Group, Inc. 401(k) Plan in NY (253 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (253 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 Beacon Credit Union 401(k) Plan and Trust assets move in 2024? ▼
Beacon Credit Union 401(k) Plan and Trust grew sharply - up 20.7% during 2024, from $13M to $16M. Reported net income was $3M.
How have Beacon Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beacon Credit Union's sponsor-wide assets grew 36.1%, from $38M to $51M.
Which 401(k) plans are similar in size to Beacon Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Precision Medical, Inc. 401(k) Profit Sharing Plan in PA ($16M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Beacon Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Dwa Healthcare Communications Group, Inc. 401(k) Plan in NY (253 participants, N/A 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 356025844.

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.