401(k) · DOL Form 5500 · 2023

Bentley School, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
130
Participants Small participant base
81st
Percentile by assets National rank
$266,378
Avg per participant High balance/head
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Official DOL plan name: Bentley School Defined Contribution and Tax Deferred Annuity Plan · Sponsored by Bentley School, Inc. · California · Educational Services

$35M in assets, 130 participants

Bentley School, Inc.'s Bentley School Defined Contribution and Tax Deferred Annuity Plan reported $35M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,503 in Educational Services (3,735 peers)

Coverage in California

Bentley School Defined Contribution and Tax Deferred Annuity Plan covers 130 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $35M.

#2,503
in Educational Services (3,735 peers)
+16.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Bentley School Defined Contribution and Tax Deferred Annuity Plan's outsized position by total assets

Bentley School Defined Contribution and Tax Deferred Annuity Plan vs every filed plan by assets

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

$34,629,135 Top 19% higher than 81% 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

Bentley School Defined Contribution and Tax Deferred Annuity 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. Bentley School Defined Contribution and Tax Deferred Annuity Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bentley School Defined Contribution and Tax Deferred Annuity Plan reported net income rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Bentley School Defined Contribution and Tax Deferred Annuity Plan end-of-year assets rose from $30M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Bentley School Defined Contribution and Tax Deferred Annuity Plan reported participants rose from 126 in the plan year 2022 filing to 130 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 941700304 · Bentley School, Inc. PY 2023 · 401(k)

Bentley School Defined Contribution and Tax Deferred Annuity Plan · $35M · 130 · 81st

  • BOY $35M
  • BOY 130
  • BOY 81st
  • BOY 401(k)
  • BOY near Pinkerton Tobacco Hourly Employees Profit Sharing Plan
  • BOY ind #2503

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 California →

Bentley School Defined Contribution and Tax Deferred Annuity Plan in the asset neighbourhood

Bentley School Defined Contribution and Tax Deferred Annuity PlanBentley School Defined Contr…$35MPinkerton Tobacco Hourly Employees Profit Sharing PlanPinkerton Tobacco Hourly Emp…$35MCaerus Operating LLC 401(k) PlanCaerus Operating LLC 401(k) …$35MBerry Global Bargaining Unit 401(k) PlanBerry Global Bargaining Unit…$35MFerman Motor Car Company and Affiliated Dealerships 401(k) Savings PlanFerman Motor Car Company and…$35M
End-of-year total assets ($M) among Bentley School Defined Contribution and Tax Deferred Annuity Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$35M
Net Income$5M
Employer EIN941700304
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bentley School, Inc.)

Sponsor-wide plan assets over time

All Bentley School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 31.594754406978105% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.7M $39.1M ▲ +31.6%
Year Plans Participants Total Assets
2022 1 126 $30M
2023 1 130 $35M
2024 1 134 $39M

Nearby 401(k) Plans in California

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

Bentley School Defined Contribution and Tax Deferred Annuity Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bentley School Defined Contribution and Tax Deferred Annuity Plan, Total assets ($B): 0.034629135 · Participants: 130Bentley School Defined Contribution and Tax Deferred Annuity PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Bentley School Defined Contribution and Tax Deferred Annuity Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bentley School Defined Contribution and Tax Deferred Annuity Plan side-by-side with 3 peers →

Bentley School Defined Contribution and Tax Deferred Annuity Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pinkerton Tobacco Hourly Employees Profit Sharing Plan in VA ($35M); by covered participants it is Animax Designs, Inc. in TN (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Bentley School Defined Contribution and Tax Deferred Annuity Plan assets move in 2023? ▼
Bentley School Defined Contribution and Tax Deferred Annuity Plan grew sharply - up 16.6% during 2023, from $30M to $35M. Reported net income was $5M.
How have Bentley School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bentley School, Inc.'s sponsor-wide assets grew 31.6%, from $30M to $39M.
Where does Bentley School Defined Contribution and Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Bentley School Defined Contribution and Tax Deferred Annuity Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bentley School Defined Contribution and Tax Deferred Annuity Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pinkerton Tobacco Hourly Employees Profit Sharing Plan in VA ($35M, 516 participants).
Which 401(k) plans cover a similar participant headcount to Bentley School Defined Contribution and Tax Deferred Annuity Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Animax Designs, Inc. in TN (130 participants, $3M 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 941700304.

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.