401(k) · DOL Form 5500 · 2023
Bennett, Bricklin & Saltzburg LLC 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 173
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $129,407
- Avg per participant Near avg balance/head
Official DOL plan name: Bennett, Bricklin & Saltzburg LLC 401(k) Plan · Sponsored by Bennett, Bricklin & Saltzburg LLC · Pennsylvania · Professional & Technical Services
$22M in assets, 173 participants
Bennett, Bricklin & Saltzburg LLC's Bennett, Bricklin & Saltzburg LLC 401(k) Plan reported $22M in total assets and 173 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.
- #15,186 in Professional & Technical Services (20,321 peers)
Coverage in Pennsylvania
Bennett, Bricklin & Saltzburg LLC 401(k) Plan covers 173 participants in Pennsylvania, about 21% of the average Pennsylvania filer (state average ~822 per filing). Assets: $22M.
- #15,186
- in Professional & Technical Services (20,321 peers)
- +14.8%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Bennett, Bricklin & Saltzburg LLC 401(k) Plan's outsized position by total assets
Bennett, Bricklin & Saltzburg LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,387,354 Top 25% higher than 75% 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
Bennett, Bricklin & Saltzburg LLC 401(k) 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. Bennett, Bricklin & Saltzburg LLC 401(k) Plan sits mid-pack in the medium band (173 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bennett, Bricklin & Saltzburg LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Bennett, Bricklin & Saltzburg LLC 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Bennett, Bricklin & Saltzburg LLC 401(k) Plan reported participants rose from 155 in the plan year 2022 filing to 173 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 270444519 · Bennett, Bricklin & Saltzburg LLC PY 2023 · 401(k)
Bennett, Bricklin & Saltzburg LLC 401(k) Plan · $22M · 173 · 75th
- BOY $22M
- SCH 173
- EBSA 75th
- PART 401(k)
- TYPE near Pennakem Employees' Savings Plan
- NET ind #15186
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 Pennsylvania →
Bennett, Bricklin & Saltzburg LLC 401(k) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $3M |
| Employer EIN | 270444519 |
| Plan Effective Date | 1992-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bennett, Bricklin & Saltzburg LLC)
Sponsor-wide plan assets over time
All Bennett, Bricklin & Saltzburg LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 37.70857585196626% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 155 | $20M |
| 2023 | 1 | 173 | $22M |
| 2024 | 1 | 177 | $27M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Bennett, Bricklin & Saltzburg LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Pennakem Employees' Savings Plan in TN ($22M); by covered participants it is Incom, Inc. Profit Sharing & Retirement Savings Plan in MA (173 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Pennakem Employees' Savings Plan (TN) $22M · 160
- Electronic Waveform Lab, Inc. 401(k) Plan (CA) $22M · 159
- Yorktown Partners LLC 401(k) Plan (NY) $22M · 15
- Hirschbach Companies 401(k) Profit Sharing Plan (IA) $22M · 2,452
Similar participant headcount
Nearest other-state filings by covered participants (173 participants); asset peers above are excluded.
- Incom, Inc. Profit Sharing & Retirement Savings Plan (MA) 173 · 0 off
- Myfitnesspal 401(k) Plan (TX) 173 · 0 off
- Affiliated Consumer Services, Inc. 401(k) Profit Sharing Plan (WI) 173 · 0 off
- Drury Southwest, Inc. (MO) 173 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.