Other · DOL Form 5500 · 2023

Bennett College Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
85
Participants Small participant base
26th
Percentile by assets National rank
$15,070
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bennett College Tax Deferred Annuity Plan · Sponsored by Bennett College · North Carolina · Educational Services

$1M in assets, 85 participants

Bennett College's Bennett College Tax Deferred Annuity Plan reported $1M in total assets and 85 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #623 in Educational Services (3,735 peers)

What the 2023 filing shows

Bennett College Tax Deferred Annuity Plan holds $1M for 85 participants - about $15,070 per participant, in the lower half of filed plans by assets.

#623
in Educational Services (3,735 peers)
+7.6%
assets growth YoY

Bennett College Tax Deferred Annuity Plan among the smaller filed plans by assets

Bennett College Tax Deferred Annuity Plan vs every filed plan by assets

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

$1,280,920 26th percentile higher than 26% 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 Tax Deferred Annuity 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 Tax Deferred Annuity Plan is a small filing (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bennett College Tax Deferred Annuity Plan reported net income rose from -$251K in the plan year 2022 filing to $90K in the plan year 2023 filing.
  • Bennett College Tax Deferred Annuity Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Bennett College Tax Deferred Annuity Plan reported participants rose from 84 in the plan year 2022 filing to 85 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 560532296 · Bennett College PY 2023 · Other

Bennett College Tax Deferred Annuity Plan · $1M · 85 · 26th

  • IND $1M
  • EOY 85
  • 5500 26th
  • ASSETS Other
  • PCT near Center for Community Action 403(b) Plan
  • EIN ind #623

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 Tax Deferred Annuity Plan in the asset neighbourhood

Bennett College Tax Deferred Annuity PlanBennett College Tax Deferred…$1MCenter for Community Action 403(b) PlanCenter for Community Action …$1MThe Kennedy Center, Inc. 403(b) Retirement PlanThe Kennedy Center, Inc. 403…$1MTax Deferred Annuity Plan of Mental Health Providers of Western Queens, Inc.Tax Deferred Annuity Plan of…$1M403(b) Thrift Plan of United Activities Unlimited, Inc.403(b) Thrift Plan of United…$1M
End-of-year total assets ($M) among Bennett College Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$90K
Employer EIN560532296
Plan Effective Date1990-11-01
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 Tax Deferred Annuity Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Bennett College Tax Deferred Annuity Plan, Total assets ($B): 0.00128092 · Participants: 85Bennett College Tax Deferred Annuity 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 Tax Deferred Annuity Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Bennett College Tax Deferred Annuity Plan side-by-side with 3 peers →

Bennett College Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Center for Community Action 403(b) Plan in PA ($1M); by covered participants it is Hospice Brazos Valley, Inc. ERISA 403(b) Plan in TX (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Bennett College Tax Deferred Annuity Plan assets move in 2023? ▼
Bennett College Tax Deferred Annuity Plan grew at a solid clip - up 7.6% during 2023, from $1M to $1M. Reported net income was $90K.
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 Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Center for Community Action 403(b) Plan in PA ($1M, 104 participants).
Which Other plans cover a similar participant headcount to Bennett College Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Hospice Brazos Valley, Inc. ERISA 403(b) Plan in TX (85 participants, $4M 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.