401(k) · DOL Form 5500 · 2024

Benefits Assurance, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
287
Participants Below avg headcount
60th
Percentile by assets National rank
$41,939
Avg per participant Low balance/head
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Official DOL plan name: Benefits Assurance 401(k) Plan · Sponsored by Benefits Assurance, LLC · Texas · Professional & Technical Services

$12M in assets, 287 participants

Benefits Assurance, LLC's Benefits Assurance 401(k) Plan reported $12M in total assets and 287 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,762 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Benefits Assurance 401(k) Plan covers 287 participants in Texas, about 42% of the average Texas filer (state average ~688 per filing). Assets: $12M.

#11,762
in Professional & Technical Services (20,173 peers)
+27.2%
assets growth YoY

Benefits Assurance 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Benefits Assurance 401(k) Plan vs every filed plan by assets

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

$12,036,507 Top 40% higher than 60% 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

Benefits Assurance 401(k) 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. Benefits Assurance 401(k) Plan sits mid-pack in the medium band (287 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Benefits Assurance 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Benefits Assurance 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Benefits Assurance 401(k) Plan reported participants rose from 237 in the plan year 2023 filing to 287 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 900869463 · Benefits Assurance, LLC PY 2024 · 401(k)

Benefits Assurance 401(k) Plan · $12M · 287 · 60th

  • EOY $12M
  • 5500 287
  • ASSETS 60th
  • PCT 401(k)
  • EIN near The Anderson Companies Profit Sharing and 401(k) Plan
  • RANK ind #11762

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 Texas →

Benefits Assurance 401(k) Plan in the asset neighbourhood

Benefits Assurance 401(k) PlanBenefits Assurance 401(k) Pl…$12MThe Anderson Companies Profit Sharing and 401(k) PlanThe Anderson Companies Profi…$12ML.E. Bell Construction Company Inc., 401(k) PlanL.E. Bell Construction Compa…$12MGreenman, Goldberg, Raby & Martinez, Profit Sharing PlanGreenman, Goldberg, Raby & M…$12MBay Corrugated Container Employees' Retirement Plan and TrustBay Corrugated Container Emp…$12M
End-of-year total assets ($M) among Benefits Assurance 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN900869463
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Benefits Assurance, LLC)

Sponsor-wide plan assets over time

All Benefits Assurance, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 61.43535414093212% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.46M $12M ▲ +61.4%
Year Plans Participants Total Assets
2022 1 224 $7M
2023 1 237 $9M
2024 1 287 $12M

Nearby 401(k) Plans in Texas

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

Benefits Assurance 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Benefits Assurance 401(k) Plan, Total assets ($B): 0.012036507 · Participants: 287Benefits Assurance 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Benefits Assurance 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Benefits Assurance 401(k) Plan side-by-side with 3 peers →

Benefits Assurance 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Anderson Companies Profit Sharing and 401(k) Plan in PA ($12M); by covered participants it is Keany Produce & Gourmet and Related Entities 401(k) Plan in MD (287 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (287 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 Benefits Assurance 401(k) Plan assets move in 2024? ▼
Benefits Assurance 401(k) Plan grew sharply - up 27.2% during 2024, from $9M to $12M. Reported net income was $3M.
How have Benefits Assurance, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Benefits Assurance, LLC's sponsor-wide assets grew 61.4%, from $7M to $12M.
Which 401(k) plans are similar in size to Benefits Assurance 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Anderson Companies Profit Sharing and 401(k) Plan in PA ($12M, 256 participants).
Which 401(k) plans cover a similar participant headcount to Benefits Assurance 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Keany Produce & Gourmet and Related Entities 401(k) Plan in MD (287 participants, $44M 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 900869463.

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.