401(k) · DOL Form 5500 · 2024

The Benecon Group, LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
229
Participants Below avg headcount
76th
Percentile by assets National rank
$119,138
Avg per participant Near avg balance/head
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Official DOL plan name: The Benecon Group, LLC 401(k) Profit Sharing Plan · Sponsored by The Benecon Group, LLC · Pennsylvania · Finance & Insurance

$27M in assets, 229 participants

The Benecon Group, LLC's The Benecon Group, LLC 401(k) Profit Sharing Plan reported $27M in total assets and 229 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,357 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

The Benecon Group, LLC 401(k) Profit Sharing Plan covers 229 participants in Pennsylvania, about 28% of the average Pennsylvania filer (state average ~822 per filing). Assets: $27M.

#5,357
in Finance & Insurance (8,549 peers)
+20.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Benecon Group, LLC 401(k) Profit Sharing Plan's outsized position by total assets

The Benecon Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$27,282,518 Top 24% higher than 76% 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

The Benecon Group, LLC 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Benecon Group, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (229 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Benecon Group, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $23M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • The Benecon Group, LLC 401(k) Profit Sharing Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • The Benecon Group, LLC 401(k) Profit Sharing Plan reported participants rose from 217 in the plan year 2023 filing to 229 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 231315351 · The Benecon Group, LLC PY 2024 · 401(k)

The Benecon Group, LLC 401(k) Profit Sharing Plan · $27M · 229 · 76th

  • PCT $27M
  • PCT 229
  • PCT 76th
  • PCT 401(k)
  • PCT near Mountain Cascade, Inc. Profit Sharing/401(k) Plan
  • PCT ind #5357

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

The Benecon Group, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Orthopaedic Associates, Inc. 401(k) Profit Sharing PlanOrthopaedic Associates, Inc.…$27MThe Benecon Group, LLC 401(k) Profit Sharing PlanThe Benecon Group, LLC 401(k…$27MMountain Cascade, Inc. Profit Sharing/401(k) PlanMountain Cascade, Inc. Profi…$27MGrimm & Parker 401(k) and Profit Sharing PlanGrimm & Parker 401(k) and Pr…$27MWetherill Associates, Inc. Retirement and 401(k) Savings PlanWetherill Associates, Inc. R…$27M
End-of-year total assets ($M) among The Benecon Group, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$5M
Employer EIN231315351
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Benecon Group, LLC)

Sponsor-wide plan assets over time

All The Benecon Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$27M 59.67760041231413% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.1M $27.3M ▲ +59.6%
Year Plans Participants Total Assets
2022 1 211 $17M
2023 1 217 $23M
2024 1 229 $27M

Nearby 401(k) Plans in Pennsylvania

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

The Benecon Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants The Benecon Group, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.027282518 · Participants: 229The Benecon Group, LLC 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
The Benecon Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Benecon Group, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Benecon Group, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Mountain Cascade, Inc. Profit Sharing/401(k) Plan in CA ($27M); by covered participants it is Hunter's Ambulance Savings & Retirement Plan in CT (229 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (229 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 The Benecon Group, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
The Benecon Group, LLC 401(k) Profit Sharing Plan grew sharply - up 20.5% during 2024, from $23M to $27M. Reported net income was $5M.
How have The Benecon Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Benecon Group, LLC's sponsor-wide assets grew 59.7%, from $17M to $27M.
Where does The Benecon Group, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Benecon Group, LLC 401(k) Profit Sharing Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Benecon Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mountain Cascade, Inc. Profit Sharing/401(k) Plan in CA ($27M, 132 participants).
Which 401(k) plans cover a similar participant headcount to The Benecon Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hunter's Ambulance Savings & Retirement Plan in CT (229 participants, N/A 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 231315351.

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.