Profit Sharing · DOL Form 5500 · 2023

Cathy E. Bennett & Assoc., Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
32nd
Percentile by assets National rank
$746,640
Avg per participant High balance/head
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Official DOL plan name: Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust · Sponsored by Cathy E. Bennett & Assoc., Inc. · Texas · Professional & Technical Services

$2M in assets, 3 participants

Cathy E. Bennett & Assoc., Inc.'s Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,681 in Professional & Technical Services (20,321 peers)

Cathy E. Bennett & Assoc., Inc. multi-year trail

Cathy E. Bennett & Assoc., Inc.'s plans moved +29.3% in assets from 2022 to 2024; this filing shows Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust at $2M / 3 participants.

#5,681
in Professional & Technical Services (20,321 peers)
+9.8%
assets growth YoY

Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust among the smaller filed plans by assets

Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,239,920 32nd percentile higher than 32% 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

Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust reported net income rose from $29K in the plan year 2022 filing to $199K in the plan year 2023 filing.
  • Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 760125433 · Cathy E. Bennett & Assoc., Inc. PY 2023 · Profit Sharing

Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust · $2M · 3 · 32nd

  • EOY $2M
  • 5500 3
  • ASSETS 32nd
  • PCT Profit Sharing
  • EIN near Samuel Rivera Natal Retirement Plan Series 92-643
  • RANK ind #5681

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 Texas →

Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust in the asset neighbourhood

Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & TrustCathy E Bennett & Assoc., In…$2MSamuel Rivera Natal Retirement Plan Series 92-643Samuel Rivera Natal Retireme…$2MMaralec, C.S.P. Profit Sharing Retirement PlanMaralec, C.S.P. Profit Shari…$2MInterventional Pain Solutions PC Profit Sharing PlanInterventional Pain Solution…$2MCalvin Y. Louie, Cpa Profit Sharing PlanCalvin Y. Louie, Cpa Profit …$2M
End-of-year total assets ($M) among Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Cathy E. Bennett & Assoc., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cathy E. Bennett & Assoc., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 29.313217481130977% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.04M $2.64M ▲ +29.4%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M
2024 1 5 $3M

Cathy E. Bennett & Assoc., Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$199K
Employer EIN760125433
Plan Effective Date1985-11-25
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust, Total assets ($B): 0.00223992 · Participants: 3Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & TrustSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust side-by-side with 3 peers →

Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Samuel Rivera Natal Retirement Plan Series 92-643 in PR ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust assets move in 2023? ▼
Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust grew at a solid clip - up 9.8% during 2023, from $2M to $2M. Reported net income was $199K.
How have Cathy E. Bennett & Assoc., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cathy E. Bennett & Assoc., Inc.'s sponsor-wide assets grew 29.3%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Samuel Rivera Natal Retirement Plan Series 92-643 in PR ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 760125433.

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.