Other · DOL Form 5500 · 2024

The Benjamin School Retirement Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
365
Participants Below avg headcount
83rd
Percentile by assets National rank
$129,414
Avg per participant Near avg balance/head
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Official DOL plan name: The Benjamin School Defined Contribution Plan · Sponsored by The Benjamin School · Florida · Educational Services

$47M in assets, 365 participants

The Benjamin School's The Benjamin School Defined Contribution Plan reported $47M in total assets and 365 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #2,581 in Educational Services (3,638 peers)

Where The Benjamin School Defined Contribution Plan sits by assets

The Benjamin School Defined Contribution Plan sits in the top quartile of all filed plans by assets, $47M for 365 participants (~$129,414/participant), up 10.1% in 2024.

#2,581
in Educational Services (3,638 peers)
+10.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The Benjamin School Defined Contribution Plan's outsized position by total assets

The Benjamin School Defined Contribution Plan vs every filed plan by assets

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

$47,236,111 Top 17% higher than 83% 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 Benjamin School Defined Contribution 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 Benjamin School Defined Contribution Plan sits mid-pack in the medium band (365 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Benjamin School Defined Contribution Plan reported net income fell from $7M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • The Benjamin School Defined Contribution Plan end-of-year assets rose from $43M in the plan year 2023 filing to $47M in the plan year 2024 filing.
  • The Benjamin School Defined Contribution Plan reported participants rose from 338 in the plan year 2023 filing to 365 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 591536502 · The Benjamin School PY 2024 · Other

The Benjamin School Defined Contribution Plan · $47M · 365 · 83rd

  • PHOTO $47M
  • IND 365
  • EOY 83rd
  • 5500 Other
  • ASSETS near Momentum for Health 403b Retirement Plan
  • PCT ind #2581

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 Florida →

The Benjamin School Defined Contribution Plan in the asset neighbourhood

John Cooper School Defined Contribution Retirement PlanJohn Cooper School Defined C…$47MMomentum for Health 403b Retirement PlanMomentum for Health 403b Ret…$47MThe Benjamin School Defined Contribution PlanThe Benjamin School Defined …$47MFreed-Hardeman University 403(b) Retirement PlanFreed-Hardeman University 40…$47MChc Retirement Savings Plan$47M
End-of-year total assets ($M) among The Benjamin School Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$47M
Net Income$4M
Employer EIN591536502
Plan Effective Date1990-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Benjamin School)

Sponsor-wide plan assets over time

All The Benjamin School plans reported in each filing year

Latest sponsor-wide plan assets
$47M 30.56720809344517% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $36.2M $47.2M ▲ +30.6%
Year Plans Participants Total Assets
2022 1 332 $36M
2023 1 338 $43M
2024 1 365 $47M

Nearby Other Plans in Florida

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

The Benjamin School Defined Contribution Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants The Benjamin School Defined Contribution Plan, Total assets ($B): 0.047236111 · Participants: 365The Benjamin School Defined Contribution PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.663638024 · Participants: 26141Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 2.071141138 · Participants: 12711University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.91440386 · Participants: 27987Orlando Health Retirement Savings Plan 403bThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.313908176 · Participants: 9064The Nemours Foundation Section 403(b) PlanLee Health System 403(b) Retirement Plan, Total assets ($B): 1.280676448 · Participants: 16909Lee Health System 403(b) Retirement Plan
The Benjamin School Defined Contribution Plan vs. nearby Other plans in Florida, assets vs. participants

The Benjamin School Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Momentum for Health 403b Retirement Plan in CA ($47M); by covered participants it is Brian's House 403(b) Plan in PA (365 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (365 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 Benjamin School Defined Contribution Plan assets move in 2024?
The Benjamin School Defined Contribution Plan grew at a solid clip - up 10.1% during 2024, from $43M to $47M. Reported net income was $4M.
How have The Benjamin School plan assets changed over time?
Across 3 plan years on file (2022-2024), The Benjamin School's sponsor-wide assets grew 30.6%, from $36M to $47M.
Where does The Benjamin School Defined Contribution Plan rank by assets among Form 5500 filers?
The Benjamin School Defined Contribution Plan ranks in the 83rd 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 Other plans are similar in size to The Benjamin School Defined Contribution Plan?
Among Other plans in other states, the closest by assets is Momentum for Health 403b Retirement Plan in CA ($47M, 545 participants).
Which Other plans cover a similar participant headcount to The Benjamin School Defined Contribution Plan?
Among Other plans in other states, the closest by covered participants is Brian's House 403(b) Plan in PA (365 participants, $11M in assets).