401(k) · DOL Form 5500 · 2023

Bonterra Organic Estates 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
233
Participants Below avg headcount
84th
Percentile by assets National rank
$183,524
Avg per participant Above avg balance/head
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Official DOL plan name: Bonterra Organic Estates 401(k) Plan · Sponsored by Bonterra Organic Estates · California · Manufacturing

$43M in assets, 233 participants

Bonterra Organic Estates's Bonterra Organic Estates 401(k) Plan reported $43M in total assets and 233 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #14,393 in Manufacturing (18,722 peers)

Coverage in California

Bonterra Organic Estates 401(k) Plan covers 233 participants in California, about 37% of the average California filer (state average ~630 per filing). Assets: $43M.

#14,393
in Manufacturing (18,722 peers)
+20.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Bonterra Organic Estates 401(k) Plan's outsized position by total assets

Bonterra Organic Estates 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$42,761,206 Top 16% higher than 84% of 127,068 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 2023

Bonterra Organic Estates 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bonterra Organic Estates 401(k) Plan sits mid-pack in the medium band (233 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bonterra Organic Estates 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Bonterra Organic Estates 401(k) Plan end-of-year assets rose from $35M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Bonterra Organic Estates 401(k) Plan reported participants fell from 260 in the plan year 2022 filing to 233 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942458321 · Bonterra Organic Estates PY 2023 · 401(k)

Bonterra Organic Estates 401(k) Plan · $43M · 233 · 84th

  • BOY $43M
  • SCH 233
  • EBSA 84th
  • PART 401(k)
  • TYPE near Fowler White Burnett P.a. Profit Sharing 401(k) Plan
  • NET ind #14393

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 Manufacturing retirement plans → · Plans in California →

Bonterra Organic Estates 401(k) Plan in the asset neighbourhood

Fowler White Burnett P.a. Profit Sharing 401(k) PlanFowler White Burnett P.a. Pr…$43MTowne Retirement 401(k) Plan$43MKnowbe4, Inc. 401(k) Profit Sharing Plan & TrustKnowbe4, Inc. 401(k) Profit …$43MBonterra Organic Estates 401(k) PlanBonterra Organic Estates 401…$43MPacific Companies 401(k) Plan$43M
End-of-year total assets ($M) among Bonterra Organic Estates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$43M
Net Income$7M
Employer EIN942458321
Plan Effective Date2011-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bonterra Organic Estates)

Sponsor-wide plan assets over time

All Bonterra Organic Estates plans reported in each filing year

Latest sponsor-wide plan assets
$42M 18.332743155636855% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $35.4M $41.9M ▲ +18.3%
Year Plans Participants Total Assets
2022 1 260 $35M
2023 1 233 $43M
2024 1 239 $42M

Nearby 401(k) Plans in California

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

Bonterra Organic Estates 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bonterra Organic Estates 401(k) Plan, Total assets ($B): 0.042761206 · Participants: 233Bonterra Organic Estates 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Bonterra Organic Estates 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bonterra Organic Estates 401(k) Plan side-by-side with 3 peers →

Bonterra Organic Estates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Fowler White Burnett P.a. Profit Sharing 401(k) Plan in FL ($43M); by covered participants it is Decco, Inc. 401(k) Ps Plan in NH (233 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (233 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bonterra Organic Estates 401(k) Plan assets move in 2023? ▼
Bonterra Organic Estates 401(k) Plan grew sharply - up 20.9% during 2023, from $35M to $43M. Reported net income was $7M.
How have Bonterra Organic Estates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bonterra Organic Estates's sponsor-wide assets grew 18.3%, from $35M to $42M.
Where does Bonterra Organic Estates 401(k) Plan rank by assets among Form 5500 filers? ▼
Bonterra Organic Estates 401(k) Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bonterra Organic Estates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fowler White Burnett P.a. Profit Sharing 401(k) Plan in FL ($43M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Bonterra Organic Estates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Decco, Inc. 401(k) Ps Plan in NH (233 participants, $29M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942458321.

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.