Other · DOL Form 5500 · 2024

Bennett College Tax Deferred Annuity Plan Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
68
Participants Small participant base
25th
Percentile by assets National rank
$19,136
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bennett College Tax Deferred Annuity Plan · Sponsored by Bennett College Tax Deferred Annuity Plan · North Carolina · Educational Services

$1M in assets, 68 participants

Bennett College Tax Deferred Annuity Plan's Bennett College Tax Deferred Annuity Plan reported $1M in total assets and 68 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #579 in Educational Services (3,638 peers)

What the 2024 filing shows

Bennett College Tax Deferred Annuity Plan holds $1M for 68 participants - about $19,136 per participant, in the lower half of filed plans by assets.

#579
in Educational Services (3,638 peers)
+1.6%
assets growth YoY

Bennett College Tax Deferred Annuity Plan among the smaller filed plans by assets

Bennett College Tax Deferred Annuity Plan vs every filed plan by assets

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

$1,301,244 25th percentile higher than 25% 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 College Tax Deferred Annuity 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 College Tax Deferred Annuity Plan is a small filing (68 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bennett College Tax Deferred Annuity Plan reported net income fell from $90K in the plan year 2023 filing to $20K in the plan year 2024 filing.
  • Bennett College Tax Deferred Annuity Plan reported participants fell from 85 in the plan year 2023 filing to 68 in the plan year 2024 filing.
  • Bennett College Tax Deferred Annuity Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 560532296 · Bennett College Tax Deferred Annuity Plan PY 2024 · Other

Bennett College Tax Deferred Annuity Plan · $1M · 68 · 25th

  • BOOK $1M
  • VS-ST 68
  • BOY 25th
  • SCH Other
  • EBSA near Mixteco/Indigena Community Organizing Project 403(b) Plan
  • PART ind #579

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 Educational Services retirement plans → · Plans in North Carolina →

Bennett College Tax Deferred Annuity Plan in the asset neighbourhood

Mm Fashion Retirement Plan$1MBennett College Tax Deferred Annuity PlanBennett College Tax Deferred…$1MMixteco/Indigena Community Organizing Project 403(b) PlanMixteco/Indigena Community O…$1MGordon Management Co., Inc. Profit Sharing Plan and TrustGordon Management Co., Inc. …$1MSelf Directed Profit Sharing Retirment PlanSelf Directed Profit Sharing…$1M
End-of-year total assets ($M) among Bennett College Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$20K
Employer EIN560532296
Plan Effective Date1990-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bennett College Tax Deferred Annuity Plan)

Sponsor-wide plan assets over time

All Bennett College Tax Deferred Annuity Plan plans reported in each filing year

Latest sponsor-wide plan assets
$10M 6.76894869535134% vs 2022
2024 filing year
$9M$9.5M$10M$10.5M 202220232024 $9.45M $10.1M ▲ +6.8%
Year Plans Participants Total Assets
2022 2 144 $9M
2023 2 149 $10M
2024 2 127 $10M

Nearby Other Plans in North Carolina

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

Bennett College Tax Deferred Annuity Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Bennett College Tax Deferred Annuity Plan, Total assets ($B): 0.001301244 · Participants: 68Bennett College Tax Deferred Annuity PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 11.044676648 · Participants: 48377The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.642720552 · Participants: 19745Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.62454492 · Participants: 13533The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.889362028 · Participants: 3215Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.510802535 · Participants: 4913Caromont Health, Inc. Retirement Savings Plan
Bennett College Tax Deferred Annuity Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Bennett College Tax Deferred Annuity Plan side-by-side with 3 peers →

Bennett College Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Mixteco/Indigena Community Organizing Project 403(b) Plan in CA ($1M); by covered participants it is Oregon Museum of Science and Industry Retirement Plan in OR (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 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 College Tax Deferred Annuity Plan assets move in 2024? ▼
Bennett College Tax Deferred Annuity Plan edged up modestly - up 1.6% during 2024, from $1M to $1M. Reported net income was $20K.
How have Bennett College Tax Deferred Annuity Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bennett College Tax Deferred Annuity Plan's sponsor-wide assets grew 6.8%, from $9M to $10M.
Where does Bennett College Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Bennett College Tax Deferred Annuity Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which Other plans are similar in size to Bennett College Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Mixteco/Indigena Community Organizing Project 403(b) Plan in CA ($1M, 136 participants).
Which Other plans cover a similar participant headcount to Bennett College Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Oregon Museum of Science and Industry Retirement Plan in OR (68 participants, $12M 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 560532296.

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.