The Beneficient Company Group (USA), L.L.C.401(k)
THE BENEFICIENT COMPANY GROUP, LP RETIREMENT PLAN · DALLAS, TX · plan year 2023
Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works
The Beneficient Company Group (USA), L.L.C. reported $25,950 in plan administrative expenses for 2023: 0.22% of average plan assets, below the peer median. Employer contributions averaged $3,018 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 has held roughly steady near 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other finance & insurance employers. By assets it is the 2,682nd-largest of 5,688 plans among Texas employers on file, and 3,703rd of 4,798 in finance & insurance. In 2023, employees put in $5.16 for every $1.00 the employer contributed; active participation has shrunk from 152 to 94 since 2022.
The Beneficient Company Group (USA), L.L.C.'s 2023 employer contribution ran above the $2,440 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.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 823912740 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.