Beacon Sales Acquisition 401(k) plan

Beacon Sales Acquisition, Inc., Herndon, VA. EIN 36-4173366. Annual reports 2009–2025.

Beacon Sales Acquisition, Inc. has one active retirement plan on file, the Beacon Sales Acquisition, Inc. 401(k) Profit Sharing Plan, with 9,210 participants and $721 million in assets in 2025. Schwab has been its recordkeeper since 2024. No traditional pension plan appears in Beacon Sales Acquisition's filings since 2009.

Active plans: 1
Participants: 9,210
Plan assets: $721 million
401(k) recordkeeper: Schwab
Plans on file: 1
Industry: Wholesale trade

The plan

Beacon Sales Acquisition, Inc. 401(k) Profit Sharing Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 001Employer EIN 36-4173366
Participants (2025): 9,210
Net assets (2025): $721 million
Recordkeeper: SchwabEarlier: Capital Group (American Funds) (2009–2023)
Plan administrator: Beacon Sales Acquisition, Inc.
505 Huntmar Park Drive, Suite 300
Herndon, VA 20170
(571) 323-3948As filed for 2025
In effect since: October 15, 1997

Plans merged into this one: The Roofing Supply Group Retirement Plan (2015).

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	9,210	$721 million	Schwab
2024	9,580	$654 million	Schwab
2023	9,082	$573 million	Capital Group (American Funds)
2022	8,203	$470 million	Capital Group (American Funds)
2021	7,699	$543 million	Capital Group (American Funds)
2020	8,242	$482 million	Capital Group (American Funds)
2019	8,492	$400 million	Capital Group (American Funds)
2018	8,340	$368 million	Capital Group (American Funds)
2017	9,255	$344 million	Capital Group (American Funds)
2016	5,697	$274 million	Capital Group (American Funds)
2015	4,923	$231 million	Capital Group (American Funds)
2014	3,379	$177 million	Capital Group (American Funds)
2013	3,068	$173 million	Capital Group (American Funds)
2012	2,970	$159 million	Capital Group (American Funds)
2011	2,662	$126 million	Capital Group (American Funds)
2010	2,336	$98.3 million	Capital Group (American Funds)
2009	2,197	$97.9 million	Capital Group (American Funds)

If you had money in one of these plans

Call Schwab (schwab.com), which runs the Beacon Sales Acquisition, Inc. 401(k) Profit Sharing Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((571) 323-3948). That number was filed for 2025; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Beacon Sales Acquisition, Inc. 401(k) Profit Sharing Plan

If you had money in one of these plans

What these numbers are

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