Profit Sharing · DOL Form 5500 · 2022

Cathy E. Bennett & Assoc., Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
34th
Percentile by assets National rank
$680,215
Avg per participant High balance/head
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Official DOL plan name: Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust · Sponsored by Cathy E. Bennett & Assoc., Inc. · Texas · Professional & Technical Services

$2M in assets, 3 participants

Cathy E. Bennett & Assoc., Inc.'s Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust reported $2M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,622 in Professional & Technical Services (21,562 peers)

Cathy E. Bennett & Assoc., Inc. multi-year trail

Cathy E. Bennett & Assoc., Inc.'s plans moved +29.3% in assets from 2022 to 2024; this filing shows Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust at $2M / 3 participants.

#6,622
in Professional & Technical Services (21,562 peers)
+1.5%
assets growth YoY

Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,040,646 34th percentile higher than 34% 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

Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 760125433 · Cathy E. Bennett & Assoc., Inc. PY 2022 · Profit Sharing

Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust · $2M · 3 · 34th

  • BOY $2M
  • BOY 3
  • BOY 34th
  • BOY Profit Sharing
  • BOY near The Mru Invest in Your Future Plan
  • BOY ind #6622

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 Texas →

Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust in the asset neighbourhood

Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & TrustCathy E Bennett & Assoc., In…$2MThe Mru Invest in Your Future PlanThe Mru Invest in Your Futur…$2MGhilani Electric, Inc. Profit Sharing PlanGhilani Electric, Inc. Profi…$2MFrancis J. Slavin, P.C. Profit Sharing Plan and TrustFrancis J. Slavin, P.C. Prof…$2MHome Savings Bank Profit Sharing Plan and TrustHome Savings Bank Profit Sha…$2M
End-of-year total assets ($M) among Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Cathy E. Bennett & Assoc., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cathy E. Bennett & Assoc., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 29.313217481130977% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.04M $2.64M ▲ +29.4%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M
2024 1 5 $3M

Cathy E. Bennett & Assoc., Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$29K
Employer EIN760125433
Plan Effective Date1985-11-25
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust, Total assets ($B): 0.002040646 · Participants: 3Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & TrustSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.288170498 · Participants: 60454Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.434738254 · Participants: 9875Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.04541778 · Participants: 71666H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.752274017 · Participants: 27959The Defined Contribution Plan of the Methodist HospitalMaritime Association - I.L.a. Retirement Fund, Total assets ($B): 0.742682259 · Participants: 3941Maritime Association - I.L.a. Retirement Fund
Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust side-by-side with 3 peers →

Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is The Mru Invest in Your Future Plan in FL ($2M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust assets move in 2022? ▼
Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust edged up modestly - up 1.5% during 2022, from $2M to $2M. Reported net income was $29K.
How have Cathy E. Bennett & Assoc., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cathy E. Bennett & Assoc., Inc.'s sponsor-wide assets grew 29.3%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is The Mru Invest in Your Future Plan in FL ($2M, 141 participants).
Which Profit Sharing plans cover a similar participant headcount to Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A 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 760125433.

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.