Plan Ledger DOL Form 5500 · updated monthly

Beyond, Inc.401(k)

BEYOND 401(K) PLAN · MIDVALE, UT · plan year 2025

Reported admin expense ratio · 2025
0.09%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Beyond, Inc. reported $130,611 in plan administrative expenses for 2025: 0.09% of average plan assets, below the peer median. Employer contributions averaged $7,291 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.11% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other retail trade employers. By assets it is the 48th-largest of 848 plans among Utah employers on file, and the 266th of 5,215 in retail trade. In 2025, employees put in $1.48 for every $1.00 the employer contributed; active participation has shrunk from 955 to 353 since 2022.

Plan summary
Net assets, end of year$154,342,447
Participants with balances1,178
Active participants353
Employer contributions$2,573,605
Employee contributions$3,819,221
Employer contribution per active participant$7,291
Average account balance$131,021
Benefits paid to participants$28,487,533
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$154.3M · 1,178 accts · $2.6M emplr
2024$151.1M · 1,420 accts · $4.4M emplr
2023$139.3M · 1,613 accts · $5.0M emplr
2022$114.8M · 1,732 accts · $5.9M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$80,791
Investment management$49,820
Total administrative$130,611
The Beyond, Inc. 401(k) match · 2025
Employer contribution per active participant$7,291
Median for plans this size$4,093
2025$7,291 per active participant
2024$7,909 per active participant
2023$6,635 per active participant
2022$6,217 per active participant

Beyond, Inc.'s 2025 employer contribution ran above the $4,093 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$83,129
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$49,820

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$130,611 · 0.09%
2024$130,545 · 0.09%
2023$138,688 · 0.11%
2022$144,115 · 0.11%
Same employer
Similar plansRetail Trade · Utah
Garff Enterprises, Inc. UT$212.7M · 0.28%
R.C. Willey Home Furnishings UT$187.1M · 0.13%
Lhm Adm Ben, Inc. UT$128.2M · 0.21%
Lifetime Products, Inc. UT$101.6M · 0.09%
Harmon City, Inc. UT$97.8M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870634302 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.