Other · DOL Form 5500 · 2024

Bennetts Bookkeeping, Inc Retirement Plan

Data updated 2026-08-25

$859K
Total assets Small plan by assets
4
Participants Small participant base
22nd
Percentile by assets National rank
$214,672
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 · Sponsored by Bennetts Bookkeeping, Inc · Louisiana · Professional & Technical Services

$859K in assets, 4 participants

Bennetts Bookkeeping, Inc's Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 reported $859K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,418 in Professional & Technical Services (20,173 peers)

Bennetts Bookkeeping, Inc multi-year trail

Bennetts Bookkeeping, Inc's plans moved +25.6% in assets from 2022 to 2024; this filing shows Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 at $859K / 4 participants.

#3,418
in Professional & Technical Services (20,173 peers)
+13.0%
assets growth YoY

Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 among the smaller filed plans by assets

Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 vs every filed plan by assets

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

$858,689 22nd percentile higher than 22% 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

Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 reported net income rose from $76K in the plan year 2023 filing to $99K in the plan year 2024 filing.
  • Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 end-of-year assets rose from $760K in the plan year 2023 filing to $859K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 720843838 · Bennetts Bookkeeping, Inc PY 2024 · Other

Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 · $859K · 4 · 22nd

  • NET $859K
  • NET 4
  • NET 22nd
  • NET Other
  • NET near Mozaffari Engineering 401(k) Profit Sharing Plan and Trust
  • NET ind #3418

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 Louisiana →

Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 in the asset neighbourhood

Safe Haven of Greater Waterbury, Inc Tax Deferred AnnuitySafe Haven of Greater Waterb…$891KMozaffari Engineering 401(k) Profit Sharing Plan and TrustMozaffari Engineering 401(k)…$870K403(b) Plan of Tasks Unlimited Building Services403(b) Plan of Tasks Unlimit…$871KBennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884Bennett's Bookkeeping, Inc P…$859KCornerstonepeo Pep$845K
End-of-year total assets ($M) among Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Bennetts Bookkeeping, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Bennetts Bookkeeping, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$859K 25.593310575013234% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M 202220232024 $0.68M $0.86M ▲ +26.5%
Year Plans Participants Total Assets
2022 1 4 $684K
2023 1 4 $760K
2024 1 4 $859K

Bennetts Bookkeeping, Inc filing trail (2024)

Total Assets (Beginning of Year)$760K
Net Assets (End of Year)$859K
Net Income$99K
Employer EIN720843838
Plan Effective Date1981-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Louisiana

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

Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 vs. nearby Other plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20002004006008001000 Total assets ($M) Participants Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884, Total assets ($M): 0.858689 · Participants: 4Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884Tulane University Faculty and Administrative 403(b) Retirement Plan, Total assets ($M): 793.640793 · Participants: 3284Tulane University Faculty and Administrative 403(b) Retirement PlanTulane University Tax Deferral 403(b) Retirement Plan, Total assets ($M): 606.871183 · Participants: 7673Tulane University Tax Deferral 403(b) Retirement PlanLhc Group 401(k) Plan, Total assets ($M): 540.832574 · Participants: 30378Lhc Group 401(k) PlanTulane University Staff 403(b) Retirement Plan, Total assets ($M): 313.482541 · Participants: 3135Tulane University Staff 403(b) Retirement PlanLoyola University Retirement Plan, Total assets ($M): 282.251103 · Participants: 1161Loyola University Retirement Plan
Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 vs. nearby Other plans in Louisiana, assets vs. participants
Compare Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 side-by-side with 3 peers →

Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884's out-of-state Other peers by assets and headcount

Outside Louisiana, the nearest Other by assets is Mozaffari Engineering 401(k) Profit Sharing Plan and Trust in CA ($870K); by covered participants it is Mayfair Advisory Group 401(k) Profit Sharing Plan in AL (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 assets move in 2024? ▼
Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 grew at a solid clip - up 13.0% during 2024, from $760K to $859K. Reported net income was $99K.
How have Bennetts Bookkeeping, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bennetts Bookkeeping, Inc's sponsor-wide assets grew 25.6%, from $684K to $859K.
Where does Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 rank by assets among Form 5500 filers? ▼
Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884 ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Other plans are similar in size to Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884? ▼
Among Other plans in other states, the closest by assets is Mozaffari Engineering 401(k) Profit Sharing Plan and Trust in CA ($870K, 8 participants).
Which Other plans cover a similar participant headcount to Bennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884? ▼
Among Other plans in other states, the closest by covered participants is Mayfair Advisory Group 401(k) Profit Sharing Plan in AL (4 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 720843838.

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.