ESOP · DOL Form 5500 · 2023

Benistar Admin Services, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
98
Participants Small participant base
60th
Percentile by assets National rank
$111,327
Avg per participant Below avg balance/head
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Official DOL plan name: Benistar Admin Services, Inc. Employee Stock Ownership Plan · Sponsored by Benistar Admin Services, Inc. · Connecticut · Finance & Insurance

$11M in assets, 98 participants

Benistar Admin Services, Inc.'s Benistar Admin Services, Inc. Employee Stock Ownership Plan reported $11M in total assets and 98 participants in its 2023 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.

  • #4,014 in Finance & Insurance (8,869 peers)

Benistar Admin Services, Inc. multi-year trail

Benistar Admin Services, Inc.'s plans moved -47.3% in assets from 2023 to 2024; this filing shows Benistar Admin Services, Inc. Employee Stock Ownership Plan at $11M / 98 participants.

#4,014
in Finance & Insurance (8,869 peers)
-20.2%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Benistar Admin Services, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Benistar Admin Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$10,910,086 Top 40% higher than 60% of 127,068 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 2023

Benistar Admin Services, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Benistar Admin Services, Inc. Employee Stock Ownership Plan is a small filing (98 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 061490687 · Benistar Admin Services, Inc. PY 2023 · ESOP

Benistar Admin Services, Inc. Employee Stock Ownership Plan · $11M · 98 · 60th

  • BOY $11M
  • BOY 98
  • BOY 60th
  • BOY ESOP
  • BOY near Immediate Health Employee Stock Ownership Plan
  • BOY ind #4014

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 Connecticut →

Benistar Admin Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Crs Hardware Corporation Employee Stock Ownership PlanCrs Hardware Corporation Emp…$11MClima-Tech Employee Stock Ownership PlanClima-Tech Employee Stock Ow…$11MAnkrom Moisan Associated Architects Employee Stock Ownership PlanAnkrom Moisan Associated Arc…$11MBenistar Admin Services, Inc. Employee Stock Ownership PlanBenistar Admin Services, Inc…$11MImmediate Health Employee Stock Ownership PlanImmediate Health Employee St…$11M
End-of-year total assets ($M) among Benistar Admin Services, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Benistar Admin Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Benistar Admin Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 47.34223909875688% vs 2023
2024 filing year
$4M$6M$8M$10M$12M 20232024 $10.9M $5.75M ▼ -47.3%
Year Plans Participants Total Assets
2023 1 98 $11M
2024 1 76 $6M

Benistar Admin Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$3M
Employer EIN061490687
Plan Effective Date2000-02-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Connecticut

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

Benistar Admin Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 0100200300400500600 -1000100200300400 Total assets ($M) Participants Benistar Admin Services, Inc. Employee Stock Ownership Plan, Total assets ($M): 10.910086 · Participants: 98Benistar Admin Services, Inc. Employee Stock Ownership PlanMott Corporation Employee Stock Ownership Plan, Total assets ($M): 360.458407 · Participants: 269Mott Corporation Employee Stock Ownership PlanSonalysts, Inc. Employee Stock Ownership Plan, Total assets ($M): 125.286205 · Participants: 418Sonalysts, Inc. Employee Stock Ownership PlanBl Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 113.226057 · Participants: 323Bl Companies, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 96.349012 · Participants: 529Eurpac Service, Inc. Employee Stock Ownership PlanTwin Mro Employee Stock Ownership Plan, Total assets ($M): 82.993881 · Participants: 93Twin Mro Employee Stock Ownership Plan
Benistar Admin Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants
Compare Benistar Admin Services, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Benistar Admin Services, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Connecticut, the nearest ESOP by assets is Immediate Health Employee Stock Ownership Plan in OH ($11M); by covered participants it is New Glarus Brewing Company Employee Stock Ownership Plan in WI (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Benistar Admin Services, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Benistar Admin Services, Inc. Employee Stock Ownership Plan declined sharply - down 20.2% during 2023, from $14M to $11M. Reported net income was -$3M.
How have Benistar Admin Services, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Benistar Admin Services, Inc.'s sponsor-wide assets declined 47.3%, from $11M to $6M.
Which ESOP plans are similar in size to Benistar Admin Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Immediate Health Employee Stock Ownership Plan in OH ($11M, 106 participants).
Which ESOP plans cover a similar participant headcount to Benistar Admin Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is New Glarus Brewing Company Employee Stock Ownership Plan in WI (98 participants, $25M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 061490687.

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.