401(k) · DOL Form 5500 · 2023
J. H. Bennett & Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 64
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $609,382
- Avg per participant High balance/head
Official DOL plan name: J.H. Bennett & Company, Inc. Employee Stock Ownership and Savings Plan · Sponsored by J. H. Bennett & Company, Inc. · Michigan · Wholesale Trade
$39M in assets, 64 participants
J. H. Bennett & Company, Inc.'s J.H. Bennett & Company, Inc. Employee Stock Ownership and Savings Plan reported $39M in total assets and 64 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #5,237 in Wholesale Trade (6,309 peers)
Where J.H. Bennett & Company, Inc. Employee Stock Ownership and Savings Plan sits by assets
J.H. Bennett & Company, Inc. Employee Stock Ownership and Savings Plan sits in the top quartile of all filed plans by assets, $39M for 64 participants (~$609,382/participant), up 8.9% in 2023.
- #5,237
- in Wholesale Trade (6,309 peers)
- +8.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
J.H. Bennett & Company, Inc. Employee Stock Ownership and Savings Plan's outsized position by total assets
J.H. Bennett & Company, Inc. Employee Stock Ownership and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$39,000,453 Top 17% higher than 83% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
J.H. Bennett & Company, Inc. Employee Stock Ownership and Savings Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J.H. Bennett & Company, Inc. Employee Stock Ownership and Savings Plan is a small filing (64 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- J.H. Bennett & Company, Inc. Employee Stock Ownership and Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- J.H. Bennett & Company, Inc. Employee Stock Ownership and Savings Plan end-of-year assets rose from $36M in the plan year 2022 filing to $39M in the plan year 2023 filing.
- J.H. Bennett & Company, Inc. Employee Stock Ownership and Savings Plan reported participants fell from 66 in the plan year 2022 filing to 64 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 381580652 · J. H. Bennett & Company, Inc. PY 2023 · 401(k)
J.H. Bennett & Company, Inc. Employee Stock Ownership and Savings Plan · $39M · 64 · 83rd
- TYPE $39M
- NET 64
- BOOK 83rd
- VS-ST 401(k)
- BOY near Smi Management, LLC 401(k) Plan and Trust
- SCH ind #5237
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 Wholesale Trade retirement plans → · Plans in Michigan →
J.H. Bennett & Company, Inc. Employee Stock Ownership and Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $3M |
| Employer EIN | 381580652 |
| Plan Effective Date | 1962-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J. H. Bennett & Company, Inc.)
Sponsor-wide plan assets over time
All J. H. Bennett & Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 29.07231570367333% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 66 | $36M |
| 2023 | 1 | 64 | $39M |
| 2024 | 1 | 64 | $46M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
J.H. Bennett & Company, Inc. Employee Stock Ownership and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Smi Management, LLC 401(k) Plan and Trust in GA ($39M); by covered participants it is Ekso Bionics 401(k) Plan in CA (64 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
- Smi Management, LLC 401(k) Plan and Trust (GA) $39M · 566
- Boston Ivf 401(k) Plan (MA) $39M · 529
- Richard a. Alaimo Associates Savings and Investment Plan (NJ) $39M · 92
- Reddy Ice LLC 401(k) Plan (TX) $39M · 1,459
Similar participant headcount
Nearest other-state filings by covered participants (64 participants); asset peers above are excluded.
- Ekso Bionics 401(k) Plan (CA) 64 · 0 off
- Reliable Appliance Installation Inc. 401(k) Plan (OH) 64 · 0 off
- Peppers Automotive Group 401(k) Plan (TN) 64 · 0 off
- Eq Lab Savings & Retirement Plan (PR) 64 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.