How big is Jacalyn E.S. Bennett & Co., Inc.'s plan?

Jacalyn E.S. Bennett & Co., Inc.'s plan reported $5.6M in assets and 21 participants for 2024.

Original filing (PDF)20250211140158NAL0019708321001

Jacalyn E.S. Bennett & Co., Inc.

Name: Jacalyn E.S. Bennett & Co., Inc. — Jacalyn E.S., Form 5500 (2024)
Creator: Jacalyn E.S. Bennett & Co., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacalyn E.S. Bennett & Co., Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Jacalyn E.S. Bennett & Co., Inc.'s Jacalyn E.S. Bennett & Co., Inc. 401(k) Profit Sharing Plan held $5.6M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

Plan identifiers

Jacalyn E.S. Bennett & Co., Inc.'s EIN is 04-3071284.

EIN 04-3071284

Plan number 001

Plan year 2024

ACK ID 20250211140158NAL0019708321001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jacalyn E.S. Bennett & Co., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jacalyn E.S. Bennett & Co., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACALYN E.S. BENNETT & CO., INC..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

JACALYN E.S. BENNETT & CO., INC.

EIN

all filings

Address

45 WATER STREET · NEWBURYPORT, MA · 01950

Phone

(978) 499-6608

Industry

Manufacturing

Plan administrator