401(k) · DOL Form 5500 · 2023

Bonney Forge Corp 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
130
Participants Small participant base
37th
Percentile by assets National rank
$25,860
Avg per participant Low balance/head
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Official DOL plan name: Bonney Forge Corp Deferred Profit Sharing Plan for Bargaining Unit Employees · Sponsored by Bonney Forge Corp · Pennsylvania · Manufacturing

$3M in assets, 130 participants

Bonney Forge Corp's Bonney Forge Corp Deferred Profit Sharing Plan for Bargaining Unit Employees reported $3M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #3,880 in Manufacturing (18,722 peers)

Coverage in Pennsylvania

Bonney Forge Corp Deferred Profit Sharing Plan for Bargaining Unit Employees covers 130 participants in Pennsylvania, about 16% of the average Pennsylvania filer (state average ~822 per filing). Assets: $3M.

#3,880
in Manufacturing (18,722 peers)
+15.0%
assets growth YoY

Bonney Forge Corp Deferred Profit Sharing Plan for Bargaining Unit Employees's mid-pack asset rank among Manufacturing and all filers

Bonney Forge Corp Deferred Profit Sharing Plan for Bargaining Unit Employees vs every filed plan by assets

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

$3,361,755 37th percentile higher than 37% 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

Bonney Forge Corp Deferred Profit Sharing Plan for Bargaining Unit Employees 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. Bonney Forge Corp Deferred Profit Sharing Plan for Bargaining Unit Employees sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bonney Forge Corp Deferred Profit Sharing Plan for Bargaining Unit Employees reported net income rose from -$517K in the plan year 2022 filing to $483K in the plan year 2023 filing.
  • Bonney Forge Corp Deferred Profit Sharing Plan for Bargaining Unit Employees end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Bonney Forge Corp Deferred Profit Sharing Plan for Bargaining Unit Employees reported participants rose from 121 in the plan year 2022 filing to 130 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 232308673 · Bonney Forge Corp PY 2023 · 401(k)

Bonney Forge Corp Deferred Profit Sharing Plan for Bargaining Unit Employees · $3M · 130 · 37th

  • IND $3M
  • EOY 130
  • 5500 37th
  • ASSETS 401(k)
  • PCT near Kanaiyalal J Patel M.D.P.a. Profit Sharing Plan and Trust
  • EIN ind #3880

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 Pennsylvania →

Bonney Forge Corp Deferred Profit Sharing Plan for Bargaining Unit Employees in the asset neighbourhood

Bonney Forge Corp Deferred Profit Sharing Plan for Bargaining Unit EmployeesBonney Forge Corp Deferred P…$3MKanaiyalal J Patel M.D.P.a. Profit Sharing Plan and TrustKanaiyalal J Patel M.D.P.a. …$3MFamily First Funding, LLC 401(k) PlanFamily First Funding, LLC 40…$3MRichard Cottrell Dds PC 401(k) Profit Sharing Plan & TrustRichard Cottrell Dds PC 401(…$3MCredit Central, LLC 401(k) PlanCredit Central, LLC 401(k) P…$3M
End-of-year total assets ($M) among Bonney Forge Corp Deferred Profit Sharing Plan for Bargaining Unit Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$483K
Employer EIN232308673
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bonney Forge Corp)

Sponsor-wide plan assets over time

All Bonney Forge Corp plans reported in each filing year

Latest sponsor-wide plan assets
$25M 31.15634363934553% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $36.7M $25.3M ▼ -31.1%
Year Plans Participants Total Assets
2022 3 374 $37M
2023 3 388 $24M
2024 3 319 $25M

Nearby 401(k) Plans in Pennsylvania

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

Bonney Forge Corp Deferred Profit Sharing Plan for Bargaining Unit Employees vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Bonney Forge Corp Deferred Profit Sharing Plan for Bargaining Unit Employees, Total assets ($B): 0.003361755 · Participants: 130Bonney Forge Corp Deferred Profit Sharing Plan for Bargaining Unit EmployeesComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Bonney Forge Corp Deferred Profit Sharing Plan for Bargaining Unit Employees vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Bonney Forge Corp Deferred Profit Sharing Plan for Bargaining Unit Employees side-by-side with 3 peers →

Bonney Forge Corp Deferred Profit Sharing Plan for Bargaining Unit Employees's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Kanaiyalal J Patel M.D.P.a. Profit Sharing Plan and Trust in MD ($3M); by covered participants it is Animax Designs, Inc. in TN (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Bonney Forge Corp Deferred Profit Sharing Plan for Bargaining Unit Employees assets move in 2023? ▼
Bonney Forge Corp Deferred Profit Sharing Plan for Bargaining Unit Employees grew sharply - up 15.0% during 2023, from $3M to $3M. Reported net income was $483K.
How have Bonney Forge Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bonney Forge Corp's sponsor-wide assets declined 31.2%, from $37M to $25M.
Which 401(k) plans are similar in size to Bonney Forge Corp Deferred Profit Sharing Plan for Bargaining Unit Employees? ▼
Among 401(k) plans in other states, the closest by assets is Kanaiyalal J Patel M.D.P.a. Profit Sharing Plan and Trust in MD ($3M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Bonney Forge Corp Deferred Profit Sharing Plan for Bargaining Unit Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Animax Designs, Inc. in TN (130 participants, $3M 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 232308673.

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.