ESOP · DOL Form 5500 · 2022

Bonitz, Inc. ESOP

Data updated 2026-08-25

$48M
Total assets Below avg plan size
397
Participants Below avg headcount
88th
Percentile by assets National rank
$119,805
Avg per participant Near avg balance/head
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Official DOL plan name: Bonitz, Inc. Employee Stock Ownership Plan · Sponsored by Bonitz, Inc. · South Carolina · Construction

$48M in assets, 397 participants

Bonitz, Inc.'s Bonitz, Inc. Employee Stock Ownership Plan reported $48M in total assets and 397 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #8,529 in Construction (9,927 peers)

Where Bonitz, Inc. Employee Stock Ownership Plan sits by assets

Bonitz, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $48M for 397 participants (~$119,805/participant), down 14.7% in 2022.

#8,529
in Construction (9,927 peers)
-14.7%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bonitz, Inc. Employee Stock Ownership Plan's outsized position by total assets

Bonitz, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$47,562,592 Top 12% higher than 88% 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

Bonitz, Inc. Employee Stock Ownership 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. Bonitz, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (397 participants).

Form 5500 schedule snapshot

Filing strip 570835835 · Bonitz, Inc. PY 2022 · ESOP

Bonitz, Inc. Employee Stock Ownership Plan · $48M · 397 · 88th

  • NET $48M
  • NET 397
  • NET 88th
  • NET ESOP
  • NET near The Solomon-Page Group Ltd. Employee Stock Ownership Plan
  • NET ind #8529

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 South Carolina →

Bonitz, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Buist Electric Inc Employee Stock Ownership PlanBuist Electric Inc Employee …$48MThe Original Mattress Factory Employee Stock Ownership Plan and TrustThe Original Mattress Factor…$48MAnderson Electric, Inc. ESOP$48MBonitz, Inc. Employee Stock Ownership PlanBonitz, Inc. Employee Stock …$48MThe Solomon-Page Group Ltd. Employee Stock Ownership PlanThe Solomon-Page Group Ltd. …$48M
End-of-year total assets ($M) among Bonitz, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$48M
Net Income-$8M
Employer EIN570835835
Plan Effective Date1987-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bonitz, Inc.)

Sponsor-wide plan assets over time

All Bonitz, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$90M 37.492904330528134% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $65.4M $89.9M ▲ +37.5%
Year Plans Participants Total Assets
2022 2 762 $65M
2023 2 668 $81M
2024 2 673 $90M

Nearby ESOP Plans in South Carolina

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

Bonitz, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 0100200300400500 1020304050 Total assets ($M) Participants Bonitz, Inc. Employee Stock Ownership Plan, Total assets ($M): 47.562592 · Participants: 397Bonitz, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 20.970729 · Participants: 40Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 15.319 · Participants: 242Synergi Employee Stock Ownership PlanEmployees Stock Ownership Plan of Emory Wilson Process, Inc., Total assets ($M): 13.911741 · Participants: 53Employees Stock Ownership Plan of Emory Wilson Process, Inc.Oobe Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 12.792 · Participants: 34Oobe Holdings, Inc. Employee Stock Ownership PlanLife Cycle Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 12.494326 · Participants: 398Life Cycle Engineering, Inc. Employee Stock Ownership Plan
Bonitz, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants

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

Outside South Carolina, the nearest ESOP by assets is The Solomon-Page Group Ltd. Employee Stock Ownership Plan in NY ($48M); by covered participants it is Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan in GA (397 participants). Same-state nearby plans are listed separately above.

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 Bonitz, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Bonitz, Inc. Employee Stock Ownership Plan pulled back noticeably - down 14.7% during 2022, from $56M to $48M. Reported net income was -$8M.
How have Bonitz, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bonitz, Inc.'s sponsor-wide assets grew 37.5%, from $65M to $90M.
Where does Bonitz, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Bonitz, Inc. Employee Stock Ownership Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Bonitz, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Solomon-Page Group Ltd. Employee Stock Ownership Plan in NY ($48M, 592 participants).
Which ESOP plans cover a similar participant headcount to Bonitz, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan in GA (397 participants, $190M in assets).