401(k) · DOL Form 5500 · 2023

Benna & Bob Co. 401(k) Plan

Data updated 2026-08-25

$357K
Total assets Small plan by assets: 2
Participants Small participant base: 15th
Percentile by assets National rank: $178,589
Avg per participant Above avg balance/head

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Official DOL plan name: Benna & Bob Co. 401(k) Plan · Sponsored by Benna & Bob Co. · Michigan · Retail Trade

$357K in assets, 2 participants

Benna & Bob Co.'s Benna & Bob Co. 401(k) Plan reported $357K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

#2,063 in Retail Trade (8,414 peers)

Benna & Bob Co. multi-year trail

Benna & Bob Co.'s plans moved -41.1% in assets from 2022 to 2024; this filing shows Benna & Bob Co. 401(k) Plan at $357K / 2 participants.

#2,063
in Retail Trade (8,414 peers): -17.2%
assets change YoY

The plan reported a net loss of $74K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Benna & Bob Co. 401(k) Plan among the smaller filed plans by assets

Benna & Bob Co. 401(k) Plan vs every filed plan by assets

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

$357,177 15th percentile higher than 15% 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

Benna & Bob Co. 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. Benna & Bob Co. 401(k) Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Benna & Bob Co. 401(k) Plan reported net income rose from -$423K in the plan year 2022 filing to -$74K in the plan year 2023 filing.
Benna & Bob Co. 401(k) Plan end-of-year assets fell from $431K in the plan year 2022 filing to $357K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 464323288 · Benna & Bob Co. PY 2023 · 401(k)

Benna & Bob Co. 401(k) Plan · $357K · 2 · 15th

EBSA $357K
EBSA 2
EBSA 15th
EBSA 401(k)
EBSA near Wasilewski & Keating PC 401(k) Profit Sharing Plan
EBSA ind #2063

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 Retail Trade retirement plans → · Plans in Michigan →

End-of-year total assets ($M) among Benna & Bob Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Benna & Bob Co. multi-year asset trail

Latest sponsor-wide plan assets: $254K 41.1035777615521% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$431K
2023	1	2	$357K
2024	1	2	$254K

Benna & Bob Co. filing trail (2023)

Total Assets (Beginning of Year)	$431K
Net Assets (End of Year)	$357K
Net Income	-$74K
Employer EIN	464323288
Plan Effective Date	2013-12-11
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Benna & Bob Co. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants

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

Compare Benna & Bob Co. 401(k) Plan side-by-side with 3 peers →

Benna & Bob Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Wasilewski & Keating PC 401(k) Profit Sharing Plan in NJ ($357K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($357K here).

Wasilewski & Keating PC 401(k) Profit Sharing Plan (NJ) $357K · 3
Ssbm Atx, Inc. 401(k) Plan (TX) $357K · 3
On-Line Stampco Inc. 401(k) Plan (CA) $357K · 6
Nobles Enterprises, Inc. 401(k) Profit Sharing Plan (IN) $357K · 1

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off

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 Benna & Bob Co. 401(k) Plan assets move in 2023? ▼

Benna & Bob Co. 401(k) Plan declined sharply - down 17.2% during 2023, from $431K to $357K. Reported net income was -$74K.

How have Benna & Bob Co. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Benna & Bob Co.'s sponsor-wide assets declined 41.1%, from $431K to $254K.

Where does Benna & Bob Co. 401(k) Plan rank by assets among Form 5500 filers? ▼

Benna & Bob Co. 401(k) Plan ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Benna & Bob Co. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Wasilewski & Keating PC 401(k) Profit Sharing Plan in NJ ($357K, 3 participants).

Which 401(k) plans cover a similar participant headcount to Benna & Bob Co. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 464323288.