Profit Sharing · DOL Form 5500 · 2024

Benjamin, Heather, Iaciofano and Bitter, LLC Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
6
Participants Small participant base
44th
Percentile by assets National rank
$923,963
Avg per participant High balance/head
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Official DOL plan name: Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan · Sponsored by Benjamin, Heather, Iaciofano and Bitter, LLC · Ohio · Professional & Technical Services

$6M in assets, 6 participants

Benjamin, Heather, Iaciofano and Bitter, LLC's Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan reported $6M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,386 in Professional & Technical Services (20,173 peers)

Benjamin, Heather, Iaciofano and Bitter, LLC multi-year trail

Benjamin, Heather, Iaciofano and Bitter, LLC's plans moved -37.4% in assets from 2022 to 2024; this filing shows Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan at $6M / 6 participants.

#8,386
in Professional & Technical Services (20,173 peers)
-48.5%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,543,780 44th percentile higher than 44% of 123,620 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 2024

Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$5M in the plan year 2024 filing.
  • Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan end-of-year assets fell from $11M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan reported participants fell from 7 in the plan year 2023 filing to 6 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 311177348 · Benjamin, Heather, Iaciofano and Bitter, LLC PY 2024 · Profit Sharing

Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan · $6M · 6 · 44th

  • RANK $6M
  • RANK 6
  • RANK 44th
  • RANK Profit Sharing
  • RANK near Cjhorak Enterprises Inc Retirement Plan
  • RANK ind #8386

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 Ohio →

Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan in the asset neighbourhood

Cjhorak Enterprises Inc Retirement PlanCjhorak Enterprises Inc Reti…$6MMcknight Canzano Smith Radtke Brault PC Profit Sharing PlanMcknight Canzano Smith Radtk…$6MJames L. Stan Attorney-Cpa Profit Sharing Plan and TrustJames L. Stan Attorney-Cpa P…$6MBenjamin, Heather, Iaciofano and Bitter, LLC 401(k) PlanBenjamin, Heather, Iaciofano…$6MAmbulatory Anesthesia Associates, P.C. Profit Sharing PlanAmbulatory Anesthesia Associ…$6M
End-of-year total assets ($M) among Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Benjamin, Heather, Iaciofano and Bitter, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Benjamin, Heather, Iaciofano and Bitter, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 37.36982597068195% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $8.85M $5.54M ▼ -37.4%
Year Plans Participants Total Assets
2022 1 8 $9M
2023 1 7 $11M
2024 1 6 $6M

Benjamin, Heather, Iaciofano and Bitter, LLC filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$6M
Net Income-$5M
Employer EIN311177348
Plan Effective Date1968-12-10
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan, Total assets ($B): 0.00554378 · Participants: 6Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.771113936 · Participants: 51751Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.544315052 · Participants: 6062Masterbrand, Inc. Retirement Savings PlanWorthington Steel, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.523297754 · Participants: 2500Worthington Steel, Inc. 401(k) Retirement Savings PlanThe Employer Retirement Savings Plan - Premier Health Partners, Total assets ($B): 0.24382437 · Participants: 12736The Employer Retirement Savings Plan - Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.21367125 · Participants: 960Three Rivers Annuity Fund
Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants

Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Cjhorak Enterprises Inc Retirement Plan in TX ($6M); by covered participants it is Genesis Five Inc. Profit Sharing Plan in NC (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan assets move in 2024?
Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan contracted severely - down 48.5% during 2024, from $11M to $6M. Reported net income was -$5M.
How have Benjamin, Heather, Iaciofano and Bitter, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Benjamin, Heather, Iaciofano and Bitter, LLC's sponsor-wide assets declined 37.4%, from $9M to $6M.
Which Profit Sharing plans are similar in size to Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan?
Among Profit Sharing plans in other states, the closest by assets is Cjhorak Enterprises Inc Retirement Plan in TX ($6M, 24 participants).
Which Profit Sharing plans cover a similar participant headcount to Benjamin, Heather, Iaciofano and Bitter, LLC 401(k) Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Genesis Five Inc. Profit Sharing Plan in NC (6 participants, $238K in assets).