401(k) · DOL Form 5500 · 2023

The Benecon Group, LLC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
217
Participants Below avg headcount
75th
Percentile by assets National rank
$104,349
Avg per participant Below avg balance/head
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Official DOL plan name: The Benecon Group, LLC 401(k) Profit Sharing Plan · Sponsored by The Benecon Group, LLC · Pennsylvania · Finance & Insurance

$23M in assets, 217 participants

The Benecon Group, LLC's The Benecon Group, LLC 401(k) Profit Sharing Plan reported $23M in total assets and 217 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,510 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

The Benecon Group, LLC 401(k) Profit Sharing Plan covers 217 participants in Pennsylvania, about 26% of the average Pennsylvania filer (state average ~822 per filing). Assets: $23M.

#5,510
in Finance & Insurance (8,869 peers)
+32.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

The Benecon Group, LLC 401(k) Profit Sharing Plan's outsized position by total assets

The Benecon Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$22,643,669 Top 25% higher than 75% 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

The Benecon Group, LLC 401(k) Profit Sharing 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. The Benecon Group, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (217 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Benecon Group, LLC 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The Benecon Group, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • The Benecon Group, LLC 401(k) Profit Sharing Plan reported participants rose from 211 in the plan year 2022 filing to 217 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 231315351 · The Benecon Group, LLC PY 2023 · 401(k)

The Benecon Group, LLC 401(k) Profit Sharing Plan · $23M · 217 · 75th

  • BOOK $23M
  • BOOK 217
  • BOOK 75th
  • BOOK 401(k)
  • BOOK near M & H Enterprises, Inc. 401(k) Plan
  • BOOK ind #5510

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 Pennsylvania →

The Benecon Group, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

The Benecon Group, LLC 401(k) Profit Sharing PlanThe Benecon Group, LLC 401(k…$23MM & H Enterprises, Inc. 401(k) PlanM & H Enterprises, Inc. 401(…$23MHawaiiana Group Incorporated 401(k) PlanHawaiiana Group Incorporated…$23MDoster Construction Company, Inc. Retirement Savings PlanDoster Construction Company,…$23MMysock Chevaillier & Bolden 401(k) PlanMysock Chevaillier & Bolden …$23M
End-of-year total assets ($M) among The Benecon Group, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$23M
Net Income$6M
Employer EIN231315351
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Benecon Group, LLC)

Sponsor-wide plan assets over time

All The Benecon Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$27M 59.67760041231413% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.1M $27.3M ▲ +59.6%
Year Plans Participants Total Assets
2022 1 211 $17M
2023 1 217 $23M
2024 1 229 $27M

Nearby 401(k) Plans in Pennsylvania

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

The Benecon Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants The Benecon Group, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.022643669 · Participants: 217The Benecon Group, LLC 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
The Benecon Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Benecon Group, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Benecon Group, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is M & H Enterprises, Inc. 401(k) Plan in TX ($23M); by covered participants it is Nymbus, Inc. 401(k) Profit Sharing Plan and Trust in FL (217 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (217 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 The Benecon Group, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
The Benecon Group, LLC 401(k) Profit Sharing Plan surged - up 32.5% during 2023, from $17M to $23M. Reported net income was $6M.
How have The Benecon Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Benecon Group, LLC's sponsor-wide assets grew 59.7%, from $17M to $27M.
Where does The Benecon Group, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Benecon Group, LLC 401(k) Profit Sharing Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Benecon Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is M & H Enterprises, Inc. 401(k) Plan in TX ($23M, 80 participants).
Which 401(k) plans cover a similar participant headcount to The Benecon Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nymbus, Inc. 401(k) Profit Sharing Plan and Trust in FL (217 participants, $12M 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 231315351.

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.