401(k)
2022 plan-year 401(k) DOL Form 5500

BUNN-O-MATIC CORPORATION 401(K) SAVINGS PLAN AND TRUST

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

BUNN-O-MATIC CORPORATION

This 401(k) plan holds $135M in total assets and serves 1,596 participants as of 2022. It is sponsored by BUNN-O-MATIC CORPORATION in Illinois. The plan reported a net loss of $36M for the year.

Total Assets (2023)
$135M
Participants
1,596
State
Industry
Manufacturing

What the Filing Says About BUNN-O-MATIC CORPORATION 401(K) SAVINGS PLAN AND TRUST

BUNN-O-MATIC CORPORATION 401(K) SAVINGS PLAN AND TRUST is a 401(k) retirement plan sponsored by BUNN-O-MATIC CORPORATION, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $135M in total end-of-year assets and covers 1,596 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 370840805, and the plan has been effective since 1989-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $171M at the beginning of 2022 to $135M at year-end — a decline of 21.0%. Net assets (after liabilities) closed the year at $135M, with reported net income of $-35,900,359 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$171M
Total Assets (End of Year)$135M
Net Assets (End of Year)$135M
Net Income$-35,900,359
Plan Type401(k)
Employer EIN370840805
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (BUNN-O-MATIC CORPORATION)

Year Plans Participants Total Assets
2022 1 1,596 $135M
2023 1 1,717 $149M
2024 1 1,613 $151M

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Frequently Asked Questions

How much money is in the BUNN-O-MATIC CORPORATION 401(K) SAVINGS PLAN AND TRUST?
As of the 2022 Form 5500 filing, BUNN-O-MATIC CORPORATION 401(K) SAVINGS PLAN AND TRUST holds $135M in total assets with 1,596 participants. It is sponsored by BUNN-O-MATIC CORPORATION.
What type of plan is BUNN-O-MATIC CORPORATION 401(K) SAVINGS PLAN AND TRUST?
BUNN-O-MATIC CORPORATION 401(K) SAVINGS PLAN AND TRUST is a 401(k) plan. It has been effective since 1989-01-01. The plan is filed with the U.S. Department of Labor under EIN 370840805.
Who sponsors the BUNN-O-MATIC CORPORATION 401(K) SAVINGS PLAN AND TRUST?
BUNN-O-MATIC CORPORATION 401(K) SAVINGS PLAN AND TRUST is sponsored by BUNN-O-MATIC CORPORATION, located in Illinois. The sponsor's EIN is 370840805 and the plan operates in the Manufacturing industry.
How did BUNN-O-MATIC CORPORATION 401(K) SAVINGS PLAN AND TRUST perform in 2022?
BUNN-O-MATIC CORPORATION 401(K) SAVINGS PLAN AND TRUST declined by 21.0% during 2022, moving from $171M to $135M in total assets. Net income was $-35,900,359.
Where can I find official filings for BUNN-O-MATIC CORPORATION 401(K) SAVINGS PLAN AND TRUST?
Official Form 5500 filings for BUNN-O-MATIC CORPORATION 401(K) SAVINGS PLAN AND TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 370840805 or plan name at efast.dol.gov.
How does BUNN-O-MATIC CORPORATION 401(K) SAVINGS PLAN AND TRUST compare to other plans?
You can compare BUNN-O-MATIC CORPORATION 401(K) SAVINGS PLAN AND TRUST against other 401(k) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 370840805.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.