Other · DOL Form 5500 · 2022
Bennett College Retirement Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 84
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $14,175
- Avg per participant Low balance/head
Official DOL plan name: Bennett College Tax Deferred Annuity Plan · Sponsored by Bennett College · North Carolina · Educational Services
$1M in assets, 84 participants
Bennett College's Bennett College Tax Deferred Annuity Plan reported $1M in total assets and 84 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.
- #719 in Educational Services (4,024 peers)
2022 asset change
Bennett College Tax Deferred Annuity Plan declined sharply 17.4% in 2022 ($1M → $1M) for 84 participants.
- #719
- in Educational Services (4,024 peers)
- -17.4%
- assets change YoY
The plan reported a net loss of $251K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bennett College Tax Deferred Annuity Plan among the smaller filed plans by assets
Bennett College Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,190,721 27th percentile higher than 27% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Bennett College Tax Deferred Annuity Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bennett College Tax Deferred Annuity Plan is a small filing (84 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 560532296 · Bennett College PY 2022 · Other
Bennett College Tax Deferred Annuity Plan · $1M · 84 · 27th
- ASSETS $1M
- PCT 84
- EIN 27th
- RANK Other
- PHOTO near White Mountain Regional Medical Center 403(b) Plan
- IND ind #719
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 Educational Services retirement plans → · Plans in North Carolina →
Bennett College Tax Deferred Annuity Plan in the asset neighbourhood
Bennett College years around the 2022 move
Sponsor-wide plan assets over time
All Bennett College plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 6.76894869535134% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 144 | $9M |
| 2023 | 2 | 149 | $10M |
| 2024 | 2 | 127 | $10M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$251K |
| Employer EIN | 560532296 |
| Plan Effective Date | 1990-11-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $7.6B · 43,924
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $2.7B · 20,031
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.2B · 13,292
- Wake Forest University Retirement Plan $687M · 2,632
- Caromont Health, Inc. Retirement Savings Plan $375M · 4,211
Bennett College Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is White Mountain Regional Medical Center 403(b) Plan in AZ ($1M); by covered participants it is St. Joseph's Collegiate Institute Defined Contribution Retirement Plan in NY (84 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (84 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.