Other · DOL Form 5500 · 2022

Bennetts Bookkeeping, Inc Retirement Plan

Data updated 2026-08-25

$684K
Total assets Small plan by assets
4
Participants Small participant base
21st
Percentile by assets National rank
$170,927
Avg per participant Above avg balance/head
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Official DOL plan name: Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 · Sponsored by Bennetts Bookkeeping, Inc · Louisiana · Professional & Technical Services

$684K in assets, 4 participants

Bennetts Bookkeeping, Inc's Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 reported $684K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 21st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,724 in Professional & Technical Services (21,562 peers)

Bennetts Bookkeeping, Inc multi-year trail

Bennetts Bookkeeping, Inc's plans moved +25.6% in assets from 2022 to 2024; this filing shows Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 at $684K / 4 participants.

#3,724
in Professional & Technical Services (21,562 peers)
-18.4%
assets change YoY

The plan reported a net loss of $154K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 among the smaller filed plans by assets

Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$683,706 21st percentile higher than 21% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 is a micro filing (4 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 720843838 · Bennetts Bookkeeping, Inc PY 2022 · Other

Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 · $684K · 4 · 21st

  • SCH $684K
  • EBSA 4
  • PART 21st
  • TYPE Other
  • NET near Mural Arts Advocates 403(b) Plan
  • BOOK ind #3724

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Louisiana →

Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 in the asset neighbourhood

Mural Arts Advocates 403(b) PlanMural Arts Advocates 403(b) …$688KBennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884Bennett's Bookkeeping, Inc P…$684KCollective Legal Services, the Eviction Defense Center, a Nonprofit Law CorpCollective Legal Services, t…$678KDiscovery School 403(b) DC PlanDiscovery School 403(b) DC P…$677KSenior Choice, Inc. Tax Sheltered Savings PlanSenior Choice, Inc. Tax Shel…$677K
End-of-year total assets ($M) among Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Bennetts Bookkeeping, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Bennetts Bookkeeping, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$859K 25.593310575013234% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M 202220232024 $0.68M $0.86M ▲ +26.5%
Year Plans Participants Total Assets
2022 1 4 $684K
2023 1 4 $760K
2024 1 4 $859K

Bennetts Bookkeeping, Inc filing trail (2022)

Total Assets (Beginning of Year)$838K
Net Assets (End of Year)$684K
Net Income-$154K
Employer EIN720843838
Plan Effective Date1981-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Louisiana

Peer Other plans, same state, same plan type, ranked by total assets.

Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 vs. nearby Other plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -2000200400600800 Total assets ($M) Participants Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884, Total assets ($M): 0.683706 · Participants: 4Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884Tulane University Faculty and Administrative 403(b) Retirement Plan, Total assets ($M): 672.607791 · Participants: 3246Tulane University Faculty and Administrative 403(b) Retirement PlanTulane University Tax Deferral 403(b) Retirement Plan, Total assets ($M): 467.386097 · Participants: 3343Tulane University Tax Deferral 403(b) Retirement PlanLhc Group 401(k) Plan, Total assets ($M): 398.684054 · Participants: 24876Lhc Group 401(k) PlanTulane University Staff 403(b) Retirement Plan, Total assets ($M): 261.053356 · Participants: 3481Tulane University Staff 403(b) Retirement PlanLoyola University Retirement Plan, Total assets ($M): 188.542297 · Participants: 672Loyola University Retirement Plan
Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 vs. nearby Other plans in Louisiana, assets vs. participants
Compare Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 side-by-side with 3 peers →

Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884's out-of-state Other peers by assets and headcount

Outside Louisiana, the nearest Other by assets is Mural Arts Advocates 403(b) Plan in PA ($688K); by covered participants it is Good of All in DC (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 assets move in 2022? ▼
Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 declined sharply - down 18.4% during 2022, from $838K to $684K. Reported net income was -$154K.
How have Bennetts Bookkeeping, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bennetts Bookkeeping, Inc's sponsor-wide assets grew 25.6%, from $684K to $859K.
Where does Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 rank by assets among Form 5500 filers? ▼
Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Other plans are similar in size to Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884? ▼
Among Other plans in other states, the closest by assets is Mural Arts Advocates 403(b) Plan in PA ($688K, 142 participants).
Which Other plans cover a similar participant headcount to Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884? ▼
Among Other plans in other states, the closest by covered participants is Good of All in DC (4 participants, $261K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 720843838.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.