401(k) · DOL Form 5500 · 2022

Bonita Springs Utilities, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
118
Participants Small participant base
68th
Percentile by assets National rank
$97,790
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan · Sponsored by Bonita Springs Utilities, Inc. · Florida · Utilities

$12M in assets, 118 participants

Bonita Springs Utilities, Inc.'s Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan reported $12M in total assets and 118 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #227 in Utilities (738 peers)

Coverage in Florida

Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan covers 118 participants in Florida, about 19% of the average Florida filer (state average ~628 per filing). Assets: $12M.

#227
in Utilities (738 peers)
-16.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,539,268 Top 32% higher than 68% 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

Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (118 participants).

Published 5500 schedule card

Filing strip 591350003 · Bonita Springs Utilities, Inc. PY 2022 · 401(k)

Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan · $12M · 118 · 68th

  • VS-ST $12M
  • VS-ST 118
  • VS-ST 68th
  • VS-ST 401(k)
  • VS-ST near Spirit Realty Capital, Inc. 401(k) Plan
  • VS-ST ind #227

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 Utilities retirement plans → · Plans in Florida →

Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Bonita Springs Utilities, Inc. 401(k) Profit Sharing PlanBonita Springs Utilities, In…$12MSpirit Realty Capital, Inc. 401(k) PlanSpirit Realty Capital, Inc. …$12MWolfgang Puck Group 401(k) PlanWolfgang Puck Group 401(k) P…$12MHq Capital U.S. LLC 401(k) Profit Sharing PlanHq Capital U.S. LLC 401(k) P…$12MMetals Solutions LLC 401(k) Retirement PlanMetals Solutions LLC 401(k) …$12M
End-of-year total assets ($M) among Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN591350003
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bonita Springs Utilities, Inc.)

Sponsor-wide plan assets over time

All Bonita Springs Utilities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 36.864938053262996% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.5M $15.8M ▲ +36.8%
Year Plans Participants Total Assets
2022 1 118 $12M
2023 1 121 $14M
2024 1 125 $16M

Nearby 401(k) Plans in Florida

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

Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.011539268 · Participants: 118Bonita Springs Utilities, Inc. 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Spirit Realty Capital, Inc. 401(k) Plan in TX ($12M); by covered participants it is Lumbee Tribe Enterprises, LLC 401(k) Plan in NC (118 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (118 participants); 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 Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan declined sharply - down 16.7% during 2022, from $14M to $12M. Reported net income was -$2M.
How have Bonita Springs Utilities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bonita Springs Utilities, Inc.'s sponsor-wide assets grew 36.9%, from $12M to $16M.
Which 401(k) plans are similar in size to Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spirit Realty Capital, Inc. 401(k) Plan in TX ($12M, 84 participants).
Which 401(k) plans cover a similar participant headcount to Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lumbee Tribe Enterprises, LLC 401(k) Plan in NC (118 participants, 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 591350003.

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.