Other · DOL Form 5500 · 2024
Bentley School, Inc. Retirement Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 134
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $291,626
- Avg per participant High balance/head
Official DOL plan name: Bentley School Defined Contribution and Tax-Deferred Annuity Plan · Sponsored by Bentley School, Inc. · California · Educational Services
$39M in assets, 134 participants
Bentley School, Inc.'s Bentley School Defined Contribution and Tax-Deferred Annuity Plan reported $39M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #2,446 in Educational Services (3,638 peers)
Coverage in California
Bentley School Defined Contribution and Tax-Deferred Annuity Plan covers 134 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $39M.
- #2,446
- in Educational Services (3,638 peers)
- +12.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Bentley School Defined Contribution and Tax-Deferred Annuity Plan's outsized position by total assets
Bentley School Defined Contribution and Tax-Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$39,077,894 Top 19% higher than 81% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Bentley School Defined Contribution and Tax-Deferred Annuity 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. Bentley School Defined Contribution and Tax-Deferred Annuity Plan sits mid-pack in the medium band (134 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bentley School Defined Contribution and Tax-Deferred Annuity Plan end-of-year assets rose from $35M in the plan year 2023 filing to $39M in the plan year 2024 filing.
- Bentley School Defined Contribution and Tax-Deferred Annuity Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Bentley School Defined Contribution and Tax-Deferred Annuity Plan reported participants rose from 130 in the plan year 2023 filing to 134 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 941700304 · Bentley School, Inc. PY 2024 · Other
Bentley School Defined Contribution and Tax-Deferred Annuity Plan · $39M · 134 · 81st
- 5500 $39M
- 5500 134
- 5500 81st
- 5500 Other
- 5500 near National Science Teachers Association Defined Contribution Plan
- 5500 ind #2446
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 California →
Bentley School Defined Contribution and Tax-Deferred Annuity Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $4M |
| Employer EIN | 941700304 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bentley School, Inc.)
Sponsor-wide plan assets over time
All Bentley School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 31.594754406978105% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 126 | $30M |
| 2023 | 1 | 130 | $35M |
| 2024 | 1 | 134 | $39M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Bentley School Defined Contribution and Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is National Science Teachers Association Defined Contribution Plan in VA ($39M); by covered participants it is Child Care Aware of America 403(b) Retirement Plan in VA (134 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
Similar participant headcount
Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.
- Child Care Aware of America 403(b) Retirement Plan (VA) 134 · 0 off
- Baton Rouge Christian Education Foundation, Inc. Dba the Dunham School Defined Contribution Retirement Plan (LA) 134 · 0 off
- 403(b) Thrift Plan of Nashville Rescue Mission Ministries, LLC (TN) 134 · 0 off
- 403(b) Thrift Plan of Oakland Family Services (MI) 134 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.