Other · DOL Form 5500 · 2023

Bennett College Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
64
Participants Small participant base
56th
Percentile by assets National rank
$138,224
Avg per participant Near avg balance/head
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Official DOL plan name: Bennett College Retirement Plan · Sponsored by Bennett College · North Carolina · Educational Services

$9M in assets, 64 participants

Bennett College's Bennett College Retirement Plan reported $9M in total assets and 64 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #1,460 in Educational Services (3,735 peers)

What the 2023 filing shows

Bennett College Retirement Plan holds $9M for 64 participants - about $138,224 per participant, above the median plan by assets.

#1,460
in Educational Services (3,735 peers)
+7.1%
assets growth YoY

Bennett College Retirement Plan's mid-pack asset rank among Educational Services and all filers

Bennett College Retirement Plan vs every filed plan by assets

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

$8,846,316 Top 44% higher than 56% 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

Bennett College Retirement 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. Bennett College Retirement 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

  • Bennett College Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $585K in the plan year 2023 filing.
  • Bennett College Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Bennett College Retirement Plan reported participants rose from 60 in the plan year 2022 filing to 64 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 560532296 · Bennett College PY 2023 · Other

Bennett College Retirement Plan · $9M · 64 · 56th

  • IND $9M
  • IND 64
  • IND 56th
  • IND Other
  • IND near Firstline Schools 403b Plan
  • IND ind #1460

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 Educational Services retirement plans → · Plans in North Carolina →

Bennett College Retirement Plan in the asset neighbourhood

Wheaton Academy 403(b) DC PlanWheaton Academy 403(b) DC Pl…$9MBennett College Retirement PlanBennett College Retirement P…$9MFirstline Schools 403b Plan$9MBrc Union 403(b) Plan$9MCrossroads Lake County Adolescent Counseling Service Tax Deferred AnnuityCrossroads Lake County Adole…$9M
End-of-year total assets ($M) among Bennett College Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$585K
Employer EIN560532296
Plan Effective Date1945-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bennett College)

Sponsor-wide plan assets over time

All Bennett College plans reported in each filing year

Latest sponsor-wide plan assets
$10M 6.76894869535134% vs 2022
2024 filing year
$9M$9.5M$10M$10.5M 202220232024 $9.45M $10.1M ▲ +6.8%
Year Plans Participants Total Assets
2022 2 144 $9M
2023 2 149 $10M
2024 2 127 $10M

Nearby Other Plans in North Carolina

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

Bennett College Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Bennett College Retirement Plan, Total assets ($B): 0.008846316 · Participants: 64Bennett College Retirement PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 8.950907627 · Participants: 44809The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.192820786 · Participants: 18961Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.459711813 · Participants: 13606The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.797846895 · Participants: 3092Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.444128487 · Participants: 4458Caromont Health, Inc. Retirement Savings Plan
Bennett College Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Bennett College Retirement Plan side-by-side with 3 peers →

Bennett College Retirement Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Firstline Schools 403b Plan in LA ($9M); by covered participants it is 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff in NH (64 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

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 Bennett College Retirement Plan assets move in 2023? ▼
Bennett College Retirement Plan grew at a solid clip - up 7.1% during 2023, from $8M to $9M. Reported net income was $585K.
How have Bennett College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bennett College's sponsor-wide assets grew 6.8%, from $9M to $10M.
Which Other plans are similar in size to Bennett College Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Firstline Schools 403b Plan in LA ($9M, 347 participants).
Which Other plans cover a similar participant headcount to Bennett College Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff in NH (64 participants, $345M 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 560532296.

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.