Profit Sharing · DOL Form 5500 · 2022

Benjamin, Heather, Iaciofano and Bitter, LLC Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
8
Participants Small participant base
62nd
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan · Sponsored by Benjamin, Heather, Iaciofano and Bitter, LLC · Ohio · Professional & Technical Services

$9M in assets, 8 participants

Benjamin, Heather, Iaciofano and Bitter, LLC's Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan reported $9M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #13,124 in Professional & Technical Services (21,562 peers)

Benjamin, Heather, Iaciofano and Bitter, LLC multi-year trail

Benjamin, Heather, Iaciofano and Bitter, LLC's plans moved -37.4% in assets from 2022 to 2024; this filing shows Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan at $9M / 8 participants.

#13,124
in Professional & Technical Services (21,562 peers)
-14.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan vs every filed plan by assets

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

$8,851,612 Top 38% higher than 62% 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

Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan is a micro filing (8 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 311177348 · Benjamin, Heather, Iaciofano and Bitter, LLC PY 2022 · Profit Sharing

Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan · $9M · 8 · 62nd

  • VS-ST $9M
  • BOY 8
  • SCH 62nd
  • EBSA Profit Sharing
  • PART near The Goodman-Gable-Gould Company Profit Sharing Plan and Trust
  • TYPE ind #13124

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 Ohio →

Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan in the asset neighbourhood

W.J, Harrison & Associates, P.C. Profit Sharing Plan & TrustW.J, Harrison & Associates, …$9MBenjamin, Heather, Iaciofano and Bitter, LLC 401(k) PlanBenjamin, Heather, Iaciofano…$9MThe Goodman-Gable-Gould Company Profit Sharing Plan and TrustThe Goodman-Gable-Gould Comp…$9MVdmg Profit Sharing Plan$9MStc Industries, Inc. Profit Sharing PlanStc Industries, Inc. Profit …$9M
End-of-year total assets ($M) among Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Benjamin, Heather, Iaciofano and Bitter, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Benjamin, Heather, Iaciofano and Bitter, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 37.36982597068195% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $8.85M $5.54M ▼ -37.4%
Year Plans Participants Total Assets
2022 1 8 $9M
2023 1 7 $11M
2024 1 6 $6M

Benjamin, Heather, Iaciofano and Bitter, LLC filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN311177348
Plan Effective Date1968-12-10
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.5 Total assets ($B) Participants Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan, Total assets ($B): 0.008851612 · Participants: 8Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.188747256 · Participants: 46417Cleveland Clinic Investment Pension PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.201665954 · Participants: 11973The Employer Retirement Savings Plan- Premier Health PartnersWhite Castle Profit Sharing Plan, Total assets ($B): 0.172160423 · Participants: 4241White Castle Profit Sharing PlanHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.165638748 · Participants: 1876Holzer Health System 401a Profit Sharing PlanSouthern Ohio Medical Center Retirement Savings Program, Total assets ($B): 0.13554467 · Participants: 3162Southern Ohio Medical Center Retirement Savings Program
Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan side-by-side with 3 peers →

Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is The Goodman-Gable-Gould Company Profit Sharing Plan and Trust in MD ($9M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan assets move in 2022? ▼
Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan pulled back noticeably - down 14.5% during 2022, from $10M to $9M. Reported net income was -$1M.
How have Benjamin, Heather, Iaciofano and Bitter, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Benjamin, Heather, Iaciofano and Bitter, LLC's sponsor-wide assets declined 37.4%, from $9M to $6M.
Which Profit Sharing plans are similar in size to Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Goodman-Gable-Gould Company Profit Sharing Plan and Trust in MD ($9M, 112 participants).
Which Profit Sharing plans cover a similar participant headcount to Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $327K 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 311177348.

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.