ESOP · DOL Form 5500 · 2022

Bennett Partners ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
31
Participants Small participant base
48th
Percentile by assets National rank
$140,928
Avg per participant Near avg balance/head
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Official DOL plan name: Bennett Partners Employee Stock Ownership Plan · Sponsored by Bennett Partners · Texas · Professional & Technical Services

$4M in assets, 31 participants

Bennett Partners's Bennett Partners Employee Stock Ownership Plan reported $4M in total assets and 31 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,797 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Bennett Partners Employee Stock Ownership Plan holds $4M for 31 participants - about $140,928 per participant, in the lower half of filed plans by assets.

#9,797
in Professional & Technical Services (21,562 peers)
+5.8%
assets growth YoY

Bennett Partners Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bennett Partners Employee Stock Ownership Plan vs every filed plan by assets

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

$4,368,778 48th percentile higher than 48% 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 Partners Employee Stock Ownership 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 Partners Employee Stock Ownership Plan is a small filing (31 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 752489422 · Bennett Partners PY 2022 · ESOP

Bennett Partners Employee Stock Ownership Plan · $4M · 31 · 48th

  • VS-ST $4M
  • BOY 31
  • SCH 48th
  • EBSA ESOP
  • PART near Advantage Capital Management Corporation Employee Stock Ownership Plan
  • TYPE ind #9797

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 What is an ESOP? → · Plans in Texas →

Bennett Partners Employee Stock Ownership Plan in the asset neighbourhood

Bennett Partners Employee Stock Ownership PlanBennett Partners Employee St…$4MAdvantage Capital Management Corporation Employee Stock Ownership PlanAdvantage Capital Management…$4MRhineland Bancshares, Inc. Employee Stock Ownership PlanRhineland Bancshares, Inc. E…$4MSecurityhunter, Inc. Employee Stock Ownership PlanSecurityhunter, Inc. Employe…$4MCkbp LLC Employee Stock Ownership PlanCkbp LLC Employee Stock Owne…$4M
End-of-year total assets ($M) among Bennett Partners Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$238K
Employer EIN752489422
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bennett Partners)

Sponsor-wide plan assets over time

All Bennett Partners plans reported in each filing year

Latest sponsor-wide plan assets
$4M 4.335697533726822% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.37M $4.18M ▼ -4.3%
Year Plans Participants Total Assets
2022 1 31 $4M
2023 1 25 $5M
2024 1 35 $4M

Nearby ESOP Plans in Texas

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

Bennett Partners Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants Bennett Partners Employee Stock Ownership Plan, Total assets ($B): 0.004368778 · Participants: 31Bennett Partners Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
Bennett Partners Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Bennett Partners Employee Stock Ownership Plan side-by-side with 3 peers →

Bennett Partners Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Advantage Capital Management Corporation Employee Stock Ownership Plan in LA ($4M); by covered participants it is Econocorp, Inc. Employee Stock Ownership Plan in MA (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Partners Employee Stock Ownership Plan assets move in 2022? ▼
Bennett Partners Employee Stock Ownership Plan grew at a solid clip - up 5.8% during 2022, from $4M to $4M. Reported net income was $238K.
How have Bennett Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bennett Partners's sponsor-wide assets declined 4.3%, from $4M to $4M.
Which ESOP plans are similar in size to Bennett Partners Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Advantage Capital Management Corporation Employee Stock Ownership Plan in LA ($4M, 96 participants).
Which ESOP plans cover a similar participant headcount to Bennett Partners Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Econocorp, Inc. Employee Stock Ownership Plan in MA (31 participants, $264K 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 752489422.

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.