Other · DOL Form 5500 · 2023
The Benjamin School Retirement Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 338
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $126,893
- Avg per participant Near avg balance/head
Official DOL plan name: The Benjamin School Defined Contribution Plan · Sponsored by The Benjamin School · Florida · Educational Services
$43M in assets, 338 participants
The Benjamin School's The Benjamin School Defined Contribution Plan reported $43M in total assets and 338 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #2,656 in Educational Services (3,735 peers)
Where The Benjamin School Defined Contribution Plan sits by assets
The Benjamin School Defined Contribution Plan sits in the top quartile of all filed plans by assets, $43M for 338 participants (~$126,893/participant), up 18.6% in 2023.
- #2,656
- in Educational Services (3,735 peers)
- +18.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
The Benjamin School Defined Contribution Plan's outsized position by total assets
The Benjamin School Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$42,889,670 Top 16% higher than 84% 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
The Benjamin School Defined Contribution 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. The Benjamin School Defined Contribution Plan sits mid-pack in the medium band (338 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Benjamin School Defined Contribution Plan reported net income rose from $2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- The Benjamin School Defined Contribution Plan end-of-year assets rose from $36M in the plan year 2022 filing to $43M in the plan year 2023 filing.
- The Benjamin School Defined Contribution Plan reported participants rose from 332 in the plan year 2022 filing to 338 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 591536502 · The Benjamin School PY 2023 · Other
The Benjamin School Defined Contribution Plan · $43M · 338 · 84th
- EBSA $43M
- EBSA 338
- EBSA 84th
- EBSA Other
- EBSA near Spalding University Defined Contribution Retirement Plan
- EBSA ind #2656
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 Florida →
The Benjamin School Defined Contribution Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | $7M |
| Employer EIN | 591536502 |
| Plan Effective Date | 1990-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Benjamin School)
Sponsor-wide plan assets over time
All The Benjamin School plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 30.56720809344517% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 332 | $36M |
| 2023 | 1 | 338 | $43M |
| 2024 | 1 | 365 | $47M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.3B · 25,214
- University of Miami Retirement Savings Plan $1.7B · 12,683
- Orlando Health Retirement Savings Plan 403b $1.6B · 26,087
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.1B · 972
- The Nemours Foundation Section 403(b) Plan $1.1B · 8,505
The Benjamin School Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Spalding University Defined Contribution Retirement Plan in KY ($43M); by covered participants it is Icahn Charter School Retirement Savings Plan in NY (338 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
Similar participant headcount
Nearest other-state filings by covered participants (338 participants); asset peers above are excluded.
- Icahn Charter School Retirement Savings Plan (NY) 338 · 0 off
- Healthpoint 403(b) Savings Plan (WA) 338 · 0 off
- Juniata College Retirement Plan (PA) 338 · 0 off
- 403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc. (VA) 338 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.