401(k) · DOL Form 5500 · 2023

Benhaven, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
290
Participants Below avg headcount
52nd
Percentile by assets National rank
$25,316
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Benhaven, Inc. Retirement Trust Plan · Sponsored by Benhaven, Inc. · Connecticut · Educational Services

$7M in assets, 290 participants

Benhaven, Inc.'s Benhaven, Inc. Retirement Trust Plan reported $7M in total assets and 290 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #1,332 in Educational Services (3,735 peers)

Coverage in Connecticut

Benhaven, Inc. Retirement Trust Plan covers 290 participants in Connecticut, about 40% of the average Connecticut filer (state average ~718 per filing). Assets: $7M.

#1,332
in Educational Services (3,735 peers)
+7.3%
assets growth YoY

Benhaven, Inc. Retirement Trust Plan's mid-pack asset rank among Educational Services and all filers

Benhaven, Inc. Retirement Trust Plan vs every filed plan by assets

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

$7,341,553 Top 48% higher than 52% 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

Benhaven, Inc. Retirement Trust 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. Benhaven, Inc. Retirement Trust Plan sits mid-pack in the medium band (290 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Benhaven, Inc. Retirement Trust Plan reported net income rose from $459K in the plan year 2022 filing to $498K in the plan year 2023 filing.
  • Benhaven, Inc. Retirement Trust Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Benhaven, Inc. Retirement Trust Plan reported participants fell from 303 in the plan year 2022 filing to 290 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 060840436 · Benhaven, Inc. PY 2023 · 401(k)

Benhaven, Inc. Retirement Trust Plan · $7M · 290 · 52nd

  • PCT $7M
  • PCT 290
  • PCT 52nd
  • PCT 401(k)
  • PCT near List Partners, LLC. 401(k) Plan
  • PCT ind #1332

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 Connecticut →

Benhaven, Inc. Retirement Trust Plan in the asset neighbourhood

Benhaven, Inc. Retirement Trust PlanBenhaven, Inc. Retirement Tr…$7MList Partners, LLC. 401(k) PlanList Partners, LLC. 401(k) P…$7MHedk Architects, Inc 401(k) PlanHedk Architects, Inc 401(k) …$7MJeunesse, LLC 401(k) Profit Sharing Plan & TrustJeunesse, LLC 401(k) Profit …$7MDartpoints 401(k) Retirement PlanDartpoints 401(k) Retirement…$7M
End-of-year total assets ($M) among Benhaven, Inc. Retirement Trust Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$498K
Employer EIN060840436
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Benhaven, Inc.)

Sponsor-wide plan assets over time

All Benhaven, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 21.997423693428868% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M$9M 202220232024 $6.84M $8.35M ▲ +22.1%
Year Plans Participants Total Assets
2022 1 303 $7M
2023 1 290 $7M
2024 1 307 $8M

Nearby 401(k) Plans in Connecticut

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

Benhaven, Inc. Retirement Trust Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Benhaven, Inc. Retirement Trust Plan, Total assets ($B): 0.007341553 · Participants: 290Benhaven, Inc. Retirement Trust PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Benhaven, Inc. Retirement Trust Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Benhaven, Inc. Retirement Trust Plan side-by-side with 3 peers →

Benhaven, Inc. Retirement Trust Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is List Partners, LLC. 401(k) Plan in GA ($7M); by covered participants it is Tireman/World Tire 401(k) Plan in OH (290 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (290 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 Benhaven, Inc. Retirement Trust Plan assets move in 2023? ▼
Benhaven, Inc. Retirement Trust Plan grew at a solid clip - up 7.3% during 2023, from $7M to $7M. Reported net income was $498K.
How have Benhaven, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Benhaven, Inc.'s sponsor-wide assets grew 22.0%, from $7M to $8M.
Which 401(k) plans are similar in size to Benhaven, Inc. Retirement Trust Plan? ▼
Among 401(k) plans in other states, the closest by assets is List Partners, LLC. 401(k) Plan in GA ($7M, 63 participants).
Which 401(k) plans cover a similar participant headcount to Benhaven, Inc. Retirement Trust Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tireman/World Tire 401(k) Plan in OH (290 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 060840436.

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.