Retirement plan

BECKMAN SERVICES, INC. PROFIT SHARING PLAN

Name: BECKMAN SERVICES, INC. - BECKMAN SERVICES, INC. PROFIT SHARING PLAN (2025) Form 5500
Creator: BECKMAN SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BECKMAN SERVICES, INC. PROFIT SHARING PLAN, BECKMAN SERVICES, INC.

BECKMAN SERVICES, INC.EIN 31-0995806Plan #001PY 2025

7661 FIELDS ERTEL ROAD - CINCINNATI, OH 452411750513-530-9088beckmanservices.comLinkedIn11-50 employeesfacilities services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.5M

+32.6% from 2024

Total participants

+7.7% from 2024

Average account balance

$54,104

+23.1% from 2024

Annual return

22.54%

+17.53 pp from 2024

Benchmarks

See 54,432 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort54,432 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.51M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$54K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

121.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$123K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+22.54%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$292

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2J2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$8K

$356 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.540%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$54,104

$72,071-24.9%

$68,368-20.9%

$137,256-60.6%

Participation rate

100.0%

76.2%+23.8pp

73.8%+26.2pp

80.0%+20.0pp

Annual return

22.54%

353.14%-330.6pp

292.57%-270.0pp

220.34%-197.8pp

Employer contribution / active EE

$1,939

$2,788-30.4%

$2,649-26.8%

$4,156-53.3%

Participant deferral / active EE

$3,394

$4,410-23.0%

$4,123-17.7%

$6,407-47.0%

Admin fee / account holder

$292

$5,336-94.5%

$5,150-94.3%

$12,270-97.6%

BECKMAN SERVICES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BECKMAN SERVICES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion