How big is Beech Acres' plan?

Beech Acres' plan reported $539K in assets and 1 participants for 2024.

Original filing (PDF)20260313115418NAL0008934850001

Beech Acres

Name: Beech Acres — Beech Acres Pension Plan, Form 5500 (2024)
Creator: Beech Acres
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Beech Acres Pension Plan

Defined-benefit pension plan · Beech Acres' Beech Acres Pension Plan held $539K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$539K

Net assets (EOY)

$539K

Plan identifiers

Beech Acres' EIN is 31-0536663.

EIN 31-0536663

Plan number 001

Plan year 2024

ACK ID 20260313115418NAL0008934850001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Beech Acres from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Beech Acres' plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BEECH ACRES.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

BEECH ACRES

EIN

all filings

Address

615 ELSINORE PLACE SUITE 500 · CINCINNATI, OH · 45202

Phone

(513) 231-6630

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-03-13

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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