401(k) · DOL Form 5500 · 2024

Beacon Group, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
417
Participants Below avg headcount
61st
Percentile by assets National rank
$30,675
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. · Sponsored by Beacon Group, Inc. · Arizona · Healthcare & Social Assistance

$13M in assets, 417 participants

Beacon Group, Inc.'s 401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. reported $13M in total assets and 417 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,220 in Healthcare & Social Assistance (16,916 peers)

Beacon Group, Inc. multi-year trail

Beacon Group, Inc.'s plans moved +46.6% in assets from 2022 to 2024; this filing shows 401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. at $13M / 417 participants.

#11,220
in Healthcare & Social Assistance (16,916 peers)
+19.1%
assets growth YoY

401(k) Profit Sharing Plan for Employees of Beacon Group, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. vs every filed plan by assets

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

$12,791,271 Top 39% higher than 61% 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

401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. 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. 401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. sits mid-pack in the medium band (417 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • 401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. reported participants rose from 410 in the plan year 2023 filing to 417 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 860107976 · Beacon Group, Inc. PY 2024 · 401(k)

401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. · $13M · 417 · 61st

  • PHOTO $13M
  • IND 417
  • EOY 61st
  • 5500 401(k)
  • ASSETS near Hoaloha NA Eha. Ltd. 401(k) Profit Sharing Plan
  • PCT ind #11220

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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →

401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. in the asset neighbourhood

401(k) Profit Sharing Plan for Employees of Beacon Group, Inc.401(k) Profit Sharing Plan f…$13MHoaloha NA Eha. Ltd. 401(k) Profit Sharing PlanHoaloha NA Eha. Ltd. 401(k) …$13MSaint Arnold Brewing Company 401(k) Profit Sharing PlanSaint Arnold Brewing Company…$13M403(b) Thrift Plan of Waikiki Health403(b) Thrift Plan of Waikik…$13MSp of Sc Retirement Incentive PlanSp of Sc Retirement Incentiv…$13M
End-of-year total assets ($M) among 401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Beacon Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Beacon Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 46.582548027657914% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.73M $12.8M ▲ +46.5%
Year Plans Participants Total Assets
2022 1 387 $9M
2023 1 410 $11M
2024 1 417 $13M

Beacon Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN860107976
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants 401(k) Profit Sharing Plan for Employees of Beacon Group, Inc., Total assets ($B): 0.012791271 · Participants: 417401(k) Profit Sharing Plan for Employees of Beacon Group, Inc.Bechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare 401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. side-by-side with 3 peers →

401(k) Profit Sharing Plan for Employees of Beacon Group, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Hoaloha NA Eha. Ltd. 401(k) Profit Sharing Plan in HI ($13M); by covered participants it is Miller's, Inc. Employees' Profit Sharing Plan in KS (417 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (417 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 401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. assets move in 2024? ▼
401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. grew sharply - up 19.1% during 2024, from $11M to $13M. Reported net income was $2M.
How have Beacon Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beacon Group, Inc.'s sponsor-wide assets grew 46.6%, from $9M to $13M.
Which 401(k) plans are similar in size to 401(k) Profit Sharing Plan for Employees of Beacon Group, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Hoaloha NA Eha. Ltd. 401(k) Profit Sharing Plan in HI ($13M, 218 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Profit Sharing Plan for Employees of Beacon Group, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Miller's, Inc. Employees' Profit Sharing Plan in KS (417 participants, $58M 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 860107976.

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.