401(k) · DOL Form 5500 · 2023

Bonita Bay Club, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
292
Participants Below avg headcount
66th
Percentile by assets National rank
$47,954
Avg per participant Low balance/head
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Official DOL plan name: Bonita Bay Club 401(k) Plan · Sponsored by Bonita Bay Club, Inc. · Florida · Arts, Entertainment & Recreation

$14M in assets, 292 participants

Bonita Bay Club, Inc.'s Bonita Bay Club 401(k) Plan reported $14M in total assets and 292 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #2,326 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Florida

Bonita Bay Club 401(k) Plan covers 292 participants in Florida, about 46% of the average Florida filer (state average ~628 per filing). Assets: $14M.

#2,326
in Arts, Entertainment & Recreation (2,945 peers)
+21.1%
assets growth YoY

Bonita Bay Club 401(k) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Bonita Bay Club 401(k) Plan vs every filed plan by assets

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

$14,002,452 Top 34% higher than 66% 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

Bonita Bay Club 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. Bonita Bay Club 401(k) Plan sits mid-pack in the medium band (292 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bonita Bay Club 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bonita Bay Club 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Bonita Bay Club 401(k) Plan reported participants rose from 252 in the plan year 2022 filing to 292 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 270155624 · Bonita Bay Club, Inc. PY 2023 · 401(k)

Bonita Bay Club 401(k) Plan · $14M · 292 · 66th

  • BOOK $14M
  • VS-ST 292
  • BOY 66th
  • SCH 401(k)
  • EBSA near Floyd's Truck Center, Inc. 401(k) Plan
  • PART ind #2326

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 Arts, Entertainment & Recreation retirement plans → · Plans in Florida →

Bonita Bay Club 401(k) Plan in the asset neighbourhood

Bonita Bay Club 401(k) Plan$14MFloyd's Truck Center, Inc. 401(k) PlanFloyd's Truck Center, Inc. 4…$14MSharon Young, Inc. 401(k) Profit Sharing PlanSharon Young, Inc. 401(k) Pr…$14MBudweiser Distributing Company of Borger 401(k) Retirement PlanBudweiser Distributing Compa…$14MLegend Valve 401(k)Plan$14M
End-of-year total assets ($M) among Bonita Bay Club 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN270155624
Plan Effective Date2011-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bonita Bay Club, Inc.)

Sponsor-wide plan assets over time

All Bonita Bay Club, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 32.0730180240897% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.6M $15.3M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 252 $12M
2023 1 292 $14M
2024 1 323 $15M

Nearby 401(k) Plans in Florida

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

Bonita Bay Club 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Bonita Bay Club 401(k) Plan, Total assets ($B): 0.014002452 · Participants: 292Bonita Bay Club 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Bonita Bay Club 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Bonita Bay Club 401(k) Plan side-by-side with 3 peers →

Bonita Bay Club 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Floyd's Truck Center, Inc. 401(k) Plan in NE ($14M); by covered participants it is Hawthorn Bancshares, Inc. Profit Sharing 401(k) Plan in MO (292 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (292 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 Bonita Bay Club 401(k) Plan assets move in 2023? ▼
Bonita Bay Club 401(k) Plan grew sharply - up 21.1% during 2023, from $12M to $14M. Reported net income was $2M.
How have Bonita Bay Club, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bonita Bay Club, Inc.'s sponsor-wide assets grew 32.1%, from $12M to $15M.
Which 401(k) plans are similar in size to Bonita Bay Club 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Floyd's Truck Center, Inc. 401(k) Plan in NE ($14M, 218 participants).
Which 401(k) plans cover a similar participant headcount to Bonita Bay Club 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hawthorn Bancshares, Inc. Profit Sharing 401(k) Plan in MO (292 participants, $45M 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 270155624.

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.