401(k) · DOL Form 5500 · 2023

Benefit Planning Services, Inc. 401(k) Plan

Data updated 2026-08-25

$870K
Total assets Small plan by assets
7
Participants Small participant base
22nd
Percentile by assets National rank
$124,295
Avg per participant Near avg balance/head
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Official DOL plan name: Benefit Planning Services, Inc. 401(k) Plan · Sponsored by Benefit Planning Services, Inc. · New York · Finance & Insurance

$870K in assets, 7 participants

Benefit Planning Services, Inc.'s Benefit Planning Services, Inc. 401(k) Plan reported $870K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,258 in Finance & Insurance (8,869 peers)

Benefit Planning Services, Inc. multi-year trail

Benefit Planning Services, Inc.'s plans moved +37.0% in assets from 2022 to 2024; this filing shows Benefit Planning Services, Inc. 401(k) Plan at $870K / 7 participants.

#1,258
in Finance & Insurance (8,869 peers)
+23.4%
assets growth YoY

Benefit Planning Services, Inc. 401(k) Plan among the smaller filed plans by assets

Benefit Planning Services, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$870,066 22nd percentile higher than 22% of 127,068 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 2023

Benefit Planning Services, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Benefit Planning Services, Inc. 401(k) Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Benefit Planning Services, Inc. 401(k) Plan reported net income rose from -$114K in the plan year 2022 filing to $165K in the plan year 2023 filing.
  • Benefit Planning Services, Inc. 401(k) Plan end-of-year assets rose from $705K in the plan year 2022 filing to $870K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 141645580 · Benefit Planning Services, Inc. PY 2023 · 401(k)

Benefit Planning Services, Inc. 401(k) Plan · $870K · 7 · 22nd

  • BOY $870K
  • BOY 7
  • BOY 22nd
  • BOY 401(k)
  • BOY near The Morris Investment 401(k) Profit Sharing Plan
  • BOY ind #1258

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 Finance & Insurance retirement plans → · Plans in New York →

Benefit Planning Services, Inc. 401(k) Plan in the asset neighbourhood

Benefit Planning Services, Inc. 401(k) PlanBenefit Planning Services, I…$870KThe Morris Investment 401(k) Profit Sharing PlanThe Morris Investment 401(k)…$870KLyons Trading Company LLC 401(k) Profit Sharing Plan & TrustLyons Trading Company LLC 40…$870KAuto Network Group Northwest, Inc. 401(k) PlanAuto Network Group Northwest…$871K403(b) Thrift Plan for Employees of Family Service Association403(b) Thrift Plan for Emplo…$870K
End-of-year total assets ($M) among Benefit Planning Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Benefit Planning Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Benefit Planning Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$965K 36.96458416687239% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M$1M 202220232024 $0.7M $0.97M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 7 $705K
2023 1 7 $870K
2024 1 1 $965K

Benefit Planning Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$705K
Net Assets (End of Year)$870K
Net Income$165K
Employer EIN141645580
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Benefit Planning Services, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Benefit Planning Services, Inc. 401(k) Plan, Total assets ($B): 0.000870066 · Participants: 7Benefit Planning Services, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Benefit Planning Services, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Benefit Planning Services, Inc. 401(k) Plan side-by-side with 3 peers →

Benefit Planning Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Morris Investment 401(k) Profit Sharing Plan in OH ($870K); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Benefit Planning Services, Inc. 401(k) Plan assets move in 2023? ▼
Benefit Planning Services, Inc. 401(k) Plan grew sharply - up 23.4% during 2023, from $705K to $870K. Reported net income was $165K.
How have Benefit Planning Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Benefit Planning Services, Inc.'s sponsor-wide assets grew 37.0%, from $705K to $965K.
Where does Benefit Planning Services, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Benefit Planning Services, Inc. 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Benefit Planning Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Morris Investment 401(k) Profit Sharing Plan in OH ($870K, 6 participants).
Which 401(k) plans cover a similar participant headcount to Benefit Planning Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 141645580.

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.