ESOP · DOL Form 5500 · 2022

Bonitz, Inc. ESOP

Data updated 2026-08-11

$48M
Total assets
397
Participants
88th
Percentile by assets
$119,805
Avg per participant
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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.

  • 88th percentile by assets (of 139,126 plans)
  • #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.

$48M
total plan assets (2022 EOY)
397
covered participants
88th
percentile by assets (of 139,126 plans)
$119,805
avg assets per participant

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.

Where Bonitz, Inc. Employee Stock Ownership Plan sits 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 $2,010,000,000 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

Industry

Bonitz, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution

By assets, Bonitz, Inc. Employee Stock Ownership Plan outranks 88% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

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.)

$60M$70M$80M$90M$100M 202220232024 $65.4M $89.9M ▲ +37.5%
Total plan assets by year, all Bonitz, Inc. plans on file
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

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. Employe…Al's Liquor Store Ho…Synergi Employee Sto…Employees Stock Owne…Oobe Holdings, Inc. …Life Cycle Engineeri…
Bonitz, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Bonitz, Inc. Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Bonitz, Inc. Employee Stock Ownership Pl…

Scale reading

Ways to act on Bonitz, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Bonitz, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in South Carolina. Compare plans
  • Bonitz, Inc.'s sponsor-wide assets have grown 37.5% since 2022 across 3 plan years on file. More Construction plans