ESOP · DOL Form 5500 · 2024

Bennett Partners Architecture Interiors Planning, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
35
Participants Small participant base
39th
Percentile by assets National rank
$119,410
Avg per participant Near avg balance/head
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Official DOL plan name: Bennett Partners Employee Stock Ownership Plan · Sponsored by Bennett Partners Architecture Interiors Planning, Inc. · Texas · Professional & Technical Services

$4M in assets, 35 participants

Bennett Partners Architecture Interiors Planning, Inc.'s Bennett Partners Employee Stock Ownership Plan reported $4M in total assets and 35 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,301 in Professional & Technical Services (20,173 peers)

2024 asset change

Bennett Partners Employee Stock Ownership Plan declined sharply 23.6% in 2024 ($5M → $4M) for 35 participants.

#7,301
in Professional & Technical Services (20,173 peers)
-23.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bennett Partners Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bennett Partners Employee Stock Ownership Plan vs every filed plan by assets

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

$4,179,361 39th percentile higher than 39% 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 Partners Employee Stock Ownership 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. Bennett Partners Employee Stock Ownership Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bennett Partners Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Bennett Partners Employee Stock Ownership Plan reported participants rose from 25 in the plan year 2023 filing to 35 in the plan year 2024 filing.
  • Bennett Partners Employee Stock Ownership Plan end-of-year assets fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 752489422 · Bennett Partners Architecture Interiors Planning, Inc. PY 2024 · ESOP

Bennett Partners Employee Stock Ownership Plan · $4M · 35 · 39th

  • VS-ST $4M
  • VS-ST 35
  • VS-ST 39th
  • VS-ST ESOP
  • VS-ST near Off Road Equipment Parts, Inc. Employee Stock Ownership Plan
  • VS-ST ind #7301

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 What is an ESOP? → · Plans in Texas →

Bennett Partners Employee Stock Ownership Plan in the asset neighbourhood

Bennett Partners Employee Stock Ownership PlanBennett Partners Employee St…$4MOff Road Equipment Parts, Inc. Employee Stock Ownership PlanOff Road Equipment Parts, In…$4MSpreuer & Son, Inc. Employee Stock Ownership Plan and TrustSpreuer & Son, Inc. Employee…$4MCvm Affiliates, Inc. Employee Stock Ownership PlanCvm Affiliates, Inc. Employe…$4MFirst Seacoast Bank Employee Stock Ownership PlanFirst Seacoast Bank Employee…$4M
End-of-year total assets ($M) among Bennett Partners Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Bennett Partners Architecture Interiors Planning, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Bennett Partners Architecture Interiors Planning, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 4.335697533726822% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.37M $4.18M ▼ -4.3%
Year Plans Participants Total Assets
2022 1 31 $4M
2023 1 25 $5M
2024 1 35 $4M

2024 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN752489422
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Bennett Partners Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Bennett Partners Employee Stock Ownership Plan, Total assets ($B): 0.004179361 · Participants: 35Bennett Partners Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Bennett Partners Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Bennett Partners Employee Stock Ownership Plan side-by-side with 3 peers →

Bennett Partners Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Off Road Equipment Parts, Inc. Employee Stock Ownership Plan in TN ($4M); by covered participants it is Micro Craft ESOP in TN (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Partners Employee Stock Ownership Plan assets move in 2024? ▼
Bennett Partners Employee Stock Ownership Plan declined sharply - down 23.6% during 2024, from $5M to $4M. Reported net income was -$1M.
How have Bennett Partners Architecture Interiors Planning, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bennett Partners Architecture Interiors Planning, Inc.'s sponsor-wide assets declined 4.3%, from $4M to $4M.
Which ESOP plans are similar in size to Bennett Partners Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Off Road Equipment Parts, Inc. Employee Stock Ownership Plan in TN ($4M, 25 participants).
Which ESOP plans cover a similar participant headcount to Bennett Partners Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Micro Craft ESOP in TN (35 participants, $108 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 752489422.

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.