Profit Sharing · DOL Form 5500 · 2023

Benjamin, Heather, Iaciofano and Bitter, LLC Profit Sharing Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
7
Participants Small participant base
60th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan · Sponsored by Benjamin, Heather, Iaciofano and Bitter, LLC · Ohio · Professional & Technical Services

$11M in assets, 7 participants

Benjamin, Heather, Iaciofano and Bitter, LLC's Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan reported $11M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,987 in Professional & Technical Services (20,321 peers)

Benjamin, Heather, Iaciofano and Bitter, LLC multi-year trail

Benjamin, Heather, Iaciofano and Bitter, LLC's plans moved -37.4% in assets from 2022 to 2024; this filing shows Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan at $11M / 7 participants.

#11,987
in Professional & Technical Services (20,321 peers)
+21.6%
assets growth YoY

Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan vs every filed plan by assets

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

$10,762,048 Top 40% higher than 60% 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

Benjamin, Heather, Iaciofano and Bitter, LLC 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. Benjamin, Heather, Iaciofano and Bitter, LLC 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

  • Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan reported participants fell from 8 in the plan year 2022 filing to 7 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 311177348 · Benjamin, Heather, Iaciofano and Bitter, LLC PY 2023 · Profit Sharing

Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan · $11M · 7 · 60th

  • BOY $11M
  • SCH 7
  • EBSA 60th
  • PART Profit Sharing
  • TYPE near Herring Gas Company, Inc. Profit Sharing Plan
  • NET ind #11987

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 Ohio →

Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan in the asset neighbourhood

The Rf & F Employee Profit Sharing PlanThe Rf & F Employee Profit S…$11MFlexospan Steel Buildings, Inc Profit Sharing PlanFlexospan Steel Buildings, I…$11MBenjamin, Heather, Iaciofano and Bitter, LLC 401(k) PlanBenjamin, Heather, Iaciofano…$11MHerring Gas Company, Inc. Profit Sharing PlanHerring Gas Company, Inc. Pr…$11MLoma Linda Animal Hospital, Inc. Profit Sharing PlanLoma Linda Animal Hospital, …$11M
End-of-year total assets ($M) among Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Benjamin, Heather, Iaciofano and Bitter, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Benjamin, Heather, Iaciofano and Bitter, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 37.36982597068195% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $8.85M $5.54M ▼ -37.4%
Year Plans Participants Total Assets
2022 1 8 $9M
2023 1 7 $11M
2024 1 6 $6M

Benjamin, Heather, Iaciofano and Bitter, LLC filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN311177348
Plan Effective Date1968-12-10
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan, Total assets ($B): 0.010762048 · Participants: 7Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan side-by-side with 3 peers →

Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Herring Gas Company, Inc. Profit Sharing Plan in MS ($11M); by covered participants it is Lawrence P. Zamzok Profit Sharing Plan in NM (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 Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan assets move in 2023? ▼
Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan grew sharply - up 21.6% during 2023, from $9M to $11M. Reported net income was $2M.
How have Benjamin, Heather, Iaciofano and Bitter, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Benjamin, Heather, Iaciofano and Bitter, LLC's sponsor-wide assets declined 37.4%, from $9M to $6M.
Which Profit Sharing plans are similar in size to Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Herring Gas Company, Inc. Profit Sharing Plan in MS ($11M, 165 participants).
Which Profit Sharing plans cover a similar participant headcount to Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lawrence P. Zamzok Profit Sharing Plan in NM (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 311177348.

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.