401(k) · DOL Form 5500 · 2024

James P. Bennett & Co. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
21
Participants Small participant base
35th
Percentile by assets National rank
$152,916
Avg per participant Above avg balance/head
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Official DOL plan name: James P. Bennett & Co. Employees' 401(k) Plan · Sponsored by James P. Bennett & Co. · California · Finance & Insurance

$3M in assets, 21 participants

James P. Bennett & Co.'s James P. Bennett & Co. Employees' 401(k) Plan reported $3M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #1,963 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

James P. Bennett & Co. Employees' 401(k) Plan holds $3M for 21 participants - about $152,916 per participant, in the lower half of filed plans by assets.

#1,963
in Finance & Insurance (8,549 peers)
-7.7%
assets change YoY

The plan reported a net loss of $269K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

James P. Bennett & Co. Employees' 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

James P. Bennett & Co. Employees' 401(k) Plan vs every filed plan by assets

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

$3,211,228 35th percentile higher than 35% 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

James P. Bennett & Co. Employees' 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James P. Bennett & Co. Employees' 401(k) Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • James P. Bennett & Co. Employees' 401(k) Plan reported net income fell from $544K in the plan year 2023 filing to -$269K in the plan year 2024 filing.
  • James P. Bennett & Co. Employees' 401(k) Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • James P. Bennett & Co. Employees' 401(k) Plan reported participants fell from 22 in the plan year 2023 filing to 21 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 952094514 · James P. Bennett & Co. PY 2024 · 401(k)

James P. Bennett & Co. Employees' 401(k) Plan · $3M · 21 · 35th

  • BOY $3M
  • SCH 21
  • EBSA 35th
  • PART 401(k)
  • TYPE near Comexposium US 401(k) Plan
  • NET ind #1963

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 California →

James P. Bennett & Co. Employees' 401(k) Plan in the asset neighbourhood

James P. Bennett & Co. Employees' 401(k) PlanJames P. Bennett & Co. Emplo…$3MComexposium US 401(k) Plan$3MMulholland 401(k) Plan$3MSurvey & Ballot Systems 401(k) Profit Sharing PlanSurvey & Ballot Systems 401(…$3MZack Group 401(k) Plan$3M
End-of-year total assets ($M) among James P. Bennett & Co. Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$269K
Employer EIN952094514
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (James P. Bennett & Co.)

Sponsor-wide plan assets over time

All James P. Bennett & Co. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 9.377827067915028% vs 2022
2024 filing year
$2.8M$3M$3.2M$3.4M$3.6M 202220232024 $2.94M $3.21M ▲ +9.2%
Year Plans Participants Total Assets
2022 1 20 $3M
2023 1 22 $3M
2024 1 21 $3M

Nearby 401(k) Plans in California

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

James P. Bennett & Co. Employees' 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants James P. Bennett & Co. Employees' 401(k) Plan, Total assets ($B): 0.003211228 · Participants: 21James P. Bennett & Co. Employees' 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
James P. Bennett & Co. Employees' 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare James P. Bennett & Co. Employees' 401(k) Plan side-by-side with 3 peers →

James P. Bennett & Co. Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Comexposium US 401(k) Plan in NJ ($3M); by covered participants it is Frontier Community Bank Employees' Retirement Plan in VA (21 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (21 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 James P. Bennett & Co. Employees' 401(k) Plan assets move in 2024? ▼
James P. Bennett & Co. Employees' 401(k) Plan pulled back noticeably - down 7.7% during 2024, from $3M to $3M. Reported net income was -$269K.
How have James P. Bennett & Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James P. Bennett & Co.'s sponsor-wide assets grew 9.4%, from $3M to $3M.
Which 401(k) plans are similar in size to James P. Bennett & Co. Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Comexposium US 401(k) Plan in NJ ($3M, 18 participants).
Which 401(k) plans cover a similar participant headcount to James P. Bennett & Co. Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Community Bank Employees' Retirement Plan in VA (21 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 952094514.

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.