401(k) · DOL Form 5500 · 2023

Benchmark Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
170
Participants Small participant base
73rd
Percentile by assets National rank
$117,863
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Benchmark Group 401(k) Plan · Sponsored by Benchmark Financial Group, Inc. · New York · Real Estate

$20M in assets, 170 participants

Benchmark Financial Group, Inc.'s Benchmark Group 401(k) Plan reported $20M in total assets and 170 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,112 in Real Estate (4,727 peers)

Coverage in New York

Benchmark Group 401(k) Plan covers 170 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $20M.

#4,112
in Real Estate (4,727 peers)
+6.9%
assets growth YoY

Benchmark Group 401(k) Plan's outsized position by total assets

Benchmark Group 401(k) Plan vs every filed plan by assets

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

$20,036,681 Top 27% higher than 73% 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

Benchmark Group 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Benchmark Group 401(k) Plan sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Benchmark Group 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Benchmark Group 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 161220236 · Benchmark Financial Group, Inc. PY 2023 · 401(k)

Benchmark Group 401(k) Plan · $20M · 170 · 73rd

  • SCH $20M
  • SCH 170
  • SCH 73rd
  • SCH 401(k)
  • SCH near Carr Auto Group 401(k) Retirement Plan
  • SCH ind #4112

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 Real Estate retirement plans → · Plans in New York →

Benchmark Group 401(k) Plan in the asset neighbourhood

Benchmark Group 401(k) Plan$20MCarr Auto Group 401(k) Retirement PlanCarr Auto Group 401(k) Retir…$20MIowa Donor Network 401(k) PlanIowa Donor Network 401(k) Pl…$20MUniversity of Kentucky Federal Credit Union 401(k) Retirement PlanUniversity of Kentucky Feder…$20MPophealthcare, LLC 401(k) PlanPophealthcare, LLC 401(k) Pl…$20M
End-of-year total assets ($M) among Benchmark Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
Net Income$1M
Employer EIN161220236
Plan Effective Date1992-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Benchmark Financial Group, Inc.)

Sponsor-wide plan assets over time

All Benchmark Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 21.474227447782788% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $18.7M $22.8M ▲ +21.5%
Year Plans Participants Total Assets
2022 1 169 $19M
2023 1 170 $20M
2024 1 167 $23M

Nearby 401(k) Plans in New York

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

Benchmark Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Benchmark Group 401(k) Plan, Total assets ($B): 0.020036681 · Participants: 170Benchmark Group 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
Benchmark Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Benchmark Group 401(k) Plan side-by-side with 3 peers →

Benchmark Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Carr Auto Group 401(k) Retirement Plan in OR ($20M); by covered participants it is Keystone-Pacific 401(k) Plan in OR (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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 Benchmark Group 401(k) Plan assets move in 2023? ▼
Benchmark Group 401(k) Plan grew at a solid clip - up 6.9% during 2023, from $19M to $20M. Reported net income was $1M.
How have Benchmark Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Benchmark Financial Group, Inc.'s sponsor-wide assets grew 21.5%, from $19M to $23M.
Which 401(k) plans are similar in size to Benchmark Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carr Auto Group 401(k) Retirement Plan in OR ($20M, 253 participants).
Which 401(k) plans cover a similar participant headcount to Benchmark Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Keystone-Pacific 401(k) Plan in OR (170 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 161220236.

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.