401(k) · DOL Form 5500 · 2023
Benchmark Financial Group, LLC 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 194
- Participants Below avg headcount
- 49th
- Percentile by assets National rank
- $33,166
- Avg per participant Low balance/head
Official DOL plan name: Benchmark Financial Group, LLC 401(k) Plan · Sponsored by Benchmark Financial Group, LLC · Florida · Professional & Technical Services
$6M in assets, 194 participants
Benchmark Financial Group, LLC's Benchmark Financial Group, LLC 401(k) Plan reported $6M in total assets and 194 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.
- #9,660 in Professional & Technical Services (20,321 peers)
Coverage in Florida
Benchmark Financial Group, LLC 401(k) Plan covers 194 participants in Florida, about 31% of the average Florida filer (state average ~628 per filing). Assets: $6M.
- #9,660
- in Professional & Technical Services (20,321 peers)
- -65.7%
- assets change YoY
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Benchmark Financial Group, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Benchmark Financial Group, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,434,196 49th percentile higher than 49% 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
Benchmark Financial Group, LLC 401(k) 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. Benchmark Financial Group, LLC 401(k) Plan sits mid-pack in the medium band (194 participants).
EBSA filing schedule strip
Filing strip 202247755 · Benchmark Financial Group, LLC PY 2023 · 401(k)
Benchmark Financial Group, LLC 401(k) Plan · $6M · 194 · 49th
- PART $6M
- PART 194
- PART 49th
- PART 401(k)
- PART near Leader Communications, Inc. 401(k) and Profit Sharing Plan
- PART ind #9660
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 Professional & Technical Services retirement plans → · Plans in Florida →
Benchmark Financial Group, LLC 401(k) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$12M |
| Employer EIN | 202247755 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Benchmark Financial Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Leader Communications, Inc. 401(k) and Profit Sharing Plan in OK ($6M); by covered participants it is Chapter 4 Corp 401(k) Profit Sharing Plan and Trust in NY (194 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (194 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.