Other · DOL Form 5500 · 2023

Bennetts Bookkeeping, Inc Retirement Plan

Data updated 2026-08-25

$760K
Total assets Small plan by assets
4
Participants Small participant base
21st
Percentile by assets National rank
$189,904
Avg per participant Above avg balance/head
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Official DOL plan name: Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 · Sponsored by Bennetts Bookkeeping, Inc · Louisiana · Professional & Technical Services

$760K in assets, 4 participants

Bennetts Bookkeeping, Inc's Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 reported $760K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,331 in Professional & Technical Services (20,321 peers)

Bennetts Bookkeeping, Inc multi-year trail

Bennetts Bookkeeping, Inc's plans moved +25.6% in assets from 2022 to 2024; this filing shows Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 at $760K / 4 participants.

#3,331
in Professional & Technical Services (20,321 peers)
+11.1%
assets growth YoY

Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 among the smaller filed plans by assets

Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 vs every filed plan by assets

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

$759,614 21st percentile higher than 21% 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

Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 reported net income rose from -$154K in the plan year 2022 filing to $76K in the plan year 2023 filing.
  • Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 end-of-year assets rose from $684K in the plan year 2022 filing to $760K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 720843838 · Bennetts Bookkeeping, Inc PY 2023 · Other

Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 · $760K · 4 · 21st

  • PART $760K
  • TYPE 4
  • NET 21st
  • BOOK Other
  • VS-ST near Mixteco/Indigena Community Organizing Project 403(b) Plan
  • BOY ind #3331

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 Louisiana →

Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 in the asset neighbourhood

Trinity Playgroup Employee PensionTrinity Playgroup Employee P…$765KMcintosh Trail E.C.D.C., Inc. Group Deferred Annuity PlanMcintosh Trail E.C.D.C., Inc…$766KGroundworks Collaborative, Inc. Retirement PlanGroundworks Collaborative, I…$766KBennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884Bennett's Bookkeeping, Inc P…$760KMixteco/Indigena Community Organizing Project 403(b) PlanMixteco/Indigena Community O…$762K
End-of-year total assets ($M) among Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Bennetts Bookkeeping, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Bennetts Bookkeeping, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$859K 25.593310575013234% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M 202220232024 $0.68M $0.86M ▲ +26.5%
Year Plans Participants Total Assets
2022 1 4 $684K
2023 1 4 $760K
2024 1 4 $859K

Bennetts Bookkeeping, Inc filing trail (2023)

Total Assets (Beginning of Year)$684K
Net Assets (End of Year)$760K
Net Income$76K
Employer EIN720843838
Plan Effective Date1981-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Louisiana

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

Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 vs. nearby Other plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -2000200400600800 Total assets ($M) Participants Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884, Total assets ($M): 0.759614 · Participants: 4Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884Tulane University Faculty and Administrative 403(b) Retirement Plan, Total assets ($M): 744.093686 · Participants: 3591Tulane University Faculty and Administrative 403(b) Retirement PlanTulane University Tax Deferral 403(b) Retirement Plan, Total assets ($M): 541.718024 · Participants: 7483Tulane University Tax Deferral 403(b) Retirement PlanLhc Group 401(k) Plan, Total assets ($M): 477.060323 · Participants: 24322Lhc Group 401(k) PlanTulane University Staff 403(b) Retirement Plan, Total assets ($M): 291.399935 · Participants: 3064Tulane University Staff 403(b) Retirement PlanLoyola University Retirement Plan, Total assets ($M): 270.024566 · Participants: 721Loyola University Retirement Plan
Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 vs. nearby Other plans in Louisiana, assets vs. participants
Compare Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 side-by-side with 3 peers →

Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884's out-of-state Other peers by assets and headcount

Outside Louisiana, the nearest Other by assets is Mixteco/Indigena Community Organizing Project 403(b) Plan in CA ($762K); by covered participants it is Lipsius-Benhaim Law LLP Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 assets move in 2023? ▼
Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 grew at a solid clip - up 11.1% during 2023, from $684K to $760K. Reported net income was $76K.
How have Bennetts Bookkeeping, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bennetts Bookkeeping, Inc's sponsor-wide assets grew 25.6%, from $684K to $859K.
Where does Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 rank by assets among Form 5500 filers? ▼
Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 ranks in the 21st 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 Other plans are similar in size to Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884? ▼
Among Other plans in other states, the closest by assets is Mixteco/Indigena Community Organizing Project 403(b) Plan in CA ($762K, 118 participants).
Which Other plans cover a similar participant headcount to Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884? ▼
Among Other plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Profit Sharing Plan in NY (4 participants, $190K 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 720843838.

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.