My Plan Facts

Providers › Recordkeeping and administration

Service provider · Schedule C, plan year 2024

Benefit Plans, Inc.

Most often reported for recordkeeping and administration

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.

35plans naming this provider
18,711participant records in those plans
$581Kcompensation reported, direct and indirect
$33.46median reported per participant34 plans with an amount

Benefit Plans, Inc. is named as a service provider on the Schedule C of 35 retirement plans with 100 or more participants for plan year 2024, covering 18,711 participant records. Most often it is reported for recordkeeping and administration.

Reported compensation from those plans, direct and indirect, totalled $581K. Per plan, the median was $33.46 per participant, with the middle half of plans between $22.51 and $51.36. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.

Its client plans are most numerous in Nebraska (28), Iowa (5) and Alabama (1).

In 2010 it appeared on 33 such filings; in 2024, 35. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.

Reported compensation per plan

Across this provider's plans25th percentileMedian75th percentile
Compensation per participant$22.51$33.46$51.36
Compensation as a share of plan net assets0.05%0.07%0.09%

What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.

Plans served by year

2009: 02010: 332011: 332012: 352013: 382014: 372015: 372016: 392017: 362018: 372019: 422020: 382021: 392022: 472023: 462024: 350473520092012201620202024
Plans with 100+ participants naming this provider
2009: $02010: $227K2011: $252K2012: $295K2013: $366K2014: $423K2015: $318K2016: $427K2017: $509K2018: $495K2019: $461K2020: $518K2021: $479K2022: $590K2023: $657K2024: $581K$0$657K$581K20092012201620202024
Compensation reported by those plans

Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.

By state

By plan size

Services reported

Contract Administrator28
Recordkeeping and information management6
Other services4
Participant loan processing2
Claims processing2
Participant communication1

Largest plans naming this provider

PlanSponsorStateParticipantsNet assetsReported to this provider
Nonprofit Association of the Midlands 403(b) PlanNonprofit Association of the Midlan DSNE4,300$54.8M$104K
Pando 401(k) PlanPando LLCNE2,057$38.3M$45K
Thrasher, Inc. 401(k) Profit Sharing PlanThrasher, Inc.NE1,144$35.6M$24K
Rehabvisions 401(k) PlanNational Therapeutic Associates, Inc.NE1,010$46.3M$29K
Sheet Metal Workers International Assoc., Local 3 401(k) PlanSheet Metal Workers International Assoc., Local 3NE865$52.0M$52K
Rusken Packaging, Inc. 401(k) PlanRusken Packaging, Inc.AL792$28.2M$18K
Oneworld 401(k) PlanOneworld Community Health Centers, Inc.NE696$30.0M$21K
H&H Automotive Profit Sharing PlanH&H Automotive LLCNE574$21.1M$17K
TSL Company Holdings, Ltd. Profit Sharing & Savings PlanTSL Company Holdings, Ltd.NE554$23.5M$14K
Golden Moments 401(k) PlanGolden Moments LLCNE467$3.1M$2,859
Niewohner Brothers Inc. 401(k) PlanNiewohner Brothers Inc.NE449$12.6M$11K
Shenandoah Medical Center 403(b) PlanShenandoah Medical CenterIA449$21.0M$19K
BWS Leasing Inc. Employee 401(k) Profit SharingBWS Leasing Inc.NE439$25.8M$17K
401(k) Plan and Employees Trust of Oncology Hematology West, P. C.Oncology Hematology West, P.C.NE380$52.1M$35K
Rti 401(k) PlanRiverside Technologies, Inc.NE334$18.2M$12K
Dutton-Lainson Company 401(k) Profit Sharing PlanDutton-Lainson CompanyNE327$30.8M$16K
Builders Supply Co. , Inc. Employee Stock Ownership PlanBuilders Supply Co., Inc.NE325$124M$0
Burgess Health Center 403(b) PlanBurgess Health CenterIA324$15.7M$22K
Universal Pediatric Services 401(k) PlanUniversal Pediatric Services, Inc.IA294$4.0M$14K
Midwest Gastrointestinal Associates, P. C. 401(k) Safe Harbor PlanMidwest Gastrointestinal Assoc., PCNE289$64.9M$5,250
Omaha National Group Retirement PlanOmaha National Group, Inc.NE282$11.3M$15K
Fremont Beef Company Retirement Savings PlanFremont Beef CompanyNE281$6.5M$5,729
Community Pharmacy Services, LLC 401(k) PlanCommunity Pharmacy Services, LLCNE240$14.1M$4,440
Kelley Bean Co. Inc., Employee Stock Ownership PlanKelley Bean Co. Inc.NE187$33.1M$10K
E & a Consulting Group, Inc. 401(k) FlexibleE & a Consulting Group, Inc.NE186$25.8M$14K
W-S Industrial Services, Inc.W-S Industrial Services, Inc.IA180$7.0M$8,835
MP Global Products, LLC 401(k) PlanMP Global Products, LLCNE177$7.8M$8,052
Risemark 401(k) Profit Sharing PlanRisemark Holdings, LLCNE164$7.1M$814
Lti Technology Solutions 401(k) Profit Sharing Plan & TrustLti Technology SolutionsNE160$17.9M$1,600
A.C. Nelsen Enterprises, Inc. Savings PlanA.C. Nelsen Enterprises, Inc.NE148$6.6M$3,357
New Age Industrial 401(k) PlanNew Age Industrial Corporation, Inc.KS146$19.1M$9,179
Metro Credit Union 401(k) Safe Harbor PlanMetro Cu Federal Credit UnionNE130$13.9M$8,111
Fireplace Stone & Patio 401(k) PlanLumbermen's Brick & Supply Co.NE124$8.0M$6,668
Ohnward Bancshares, Inc. Employee Stock Ownership Plan and TrustOhnward Bancshares, Inc.IA123$12.5M$5,510
Omni Behavioral Health 401(k) PlanOmni Behavioral HealthNE114$6.5M$2,605

Questions and answers

How many plans does Benefit Plans, Inc. serve?

35 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.

What do plans pay Benefit Plans, Inc.?

The median plan reported $33.46 per participant in direct and indirect compensation (34 plans reporting an amount), or 0.07% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.

What services are reported?

The service codes most often attached to it are Contract Administrator (28 plans), Recordkeeping and information management (6 plans), Other services (4 plans) and Participant loan processing (2 plans).

Where does this come from?

Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.