401(k) · DOL Form 5500 · 2022

Bonora Rountree, Inc. 401(k) Plan

Data updated 2026-08-25

$95K
Total assets Small plan by assets
1
Participants Small participant base
6th
Percentile by assets National rank
$94,881
Avg per participant Below avg balance/head
PlainRetire home → About this data

Official DOL plan name: Bonora Rountree, LLC Profit Sharing Plan · Sponsored by Bonora Rountree, Inc. · California · Professional & Technical Services

$95K in assets, 1 participants

Bonora Rountree, Inc.'s Bonora Rountree, LLC Profit Sharing Plan reported $95K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 6th 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.

  • #1,127 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Bonora Rountree, LLC Profit Sharing Plan holds $95K for 1 participant - about $94,881 per participant, among the smaller plans by assets on file.

#1,127
in Professional & Technical Services (21,562 peers)
+0.1%
assets growth YoY

Bonora Rountree, LLC Profit Sharing Plan among the smaller filed plans by assets

Bonora Rountree, LLC Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$94,881 6th percentile higher than 6% of 139,123 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 2022

Bonora Rountree, LLC Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bonora Rountree, LLC Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 814929536 · Bonora Rountree, Inc. PY 2022 · 401(k)

Bonora Rountree, LLC Profit Sharing Plan · $95K · 1 · 6th

  • IND $95K
  • IND 1
  • IND 6th
  • IND 401(k)
  • IND near Mlawson Corp 401(k) Plan
  • IND ind #1127

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 Professional & Technical Services retirement plans → · Plans in California →

Bonora Rountree, LLC Profit Sharing Plan in the asset neighbourhood

Bonora Rountree, LLC Profit Sharing PlanBonora Rountree, LLC Profit …$95KMlawson Corp 401(k) Plan$95KGlh Services, Inc. 401(k) PlanGlh Services, Inc. 401(k) Pl…$95KBmt Designers and Planners, Inc. 401(k) Tax Deferral and Savings PlanBmt Designers and Planners, …$95KIowa Focus 401(k) Plan$95K
End-of-year total assets ($M) among Bonora Rountree, LLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$95K
Net Assets (End of Year)$95K
Net Income$130
Employer EIN814929536
Plan Effective Date2000-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bonora Rountree, LLC Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bonora Rountree, LLC Profit Sharing Plan, Total assets ($B): 0.000094881 · Participants: 1Bonora Rountree, LLC Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Bonora Rountree, LLC Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bonora Rountree, LLC Profit Sharing Plan side-by-side with 3 peers →

Bonora Rountree, LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mlawson Corp 401(k) Plan in AL ($95K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($95K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bonora Rountree, LLC Profit Sharing Plan assets move in 2022? ▼
Bonora Rountree, LLC Profit Sharing Plan held essentially flat - up 0.1% during 2022, from $95K to $95K. Reported net income was $130.
Where does Bonora Rountree, LLC Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bonora Rountree, LLC Profit Sharing Plan ranks in the 6th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Bonora Rountree, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mlawson Corp 401(k) Plan in AL ($95K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Bonora Rountree, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 814929536.

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.