Other · DOL Form 5500 · 2022

Bonita House, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
51
Participants Small participant base
43rd
Percentile by assets National rank
$67,705
Avg per participant Below avg balance/head
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Official DOL plan name: 403(b) Thrift Plan of Bonita House, Inc. · Sponsored by Bonita House, Inc. · California · Healthcare & Social Assistance

$3M in assets, 51 participants

Bonita House, Inc.'s 403(b) Thrift Plan of Bonita House, Inc. reported $3M in total assets and 51 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #9,515 in Healthcare & Social Assistance (20,060 peers)

Bonita House, Inc. multi-year trail

Bonita House, Inc.'s plans moved +24.1% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of Bonita House, Inc. at $3M / 51 participants.

#9,515
in Healthcare & Social Assistance (20,060 peers)
-30.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

403(b) Thrift Plan of Bonita House, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Bonita House, Inc. vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,452,970 43rd percentile higher than 43% of 139,123 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 2022

403(b) Thrift Plan of Bonita House, Inc. among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan of Bonita House, Inc. is a small filing (51 participants) on this national headcount ladder.

DOL schedule card

Filing strip 941735133 · Bonita House, Inc. PY 2022 · Other

403(b) Thrift Plan of Bonita House, Inc. · $3M · 51 · 43rd

  • EBSA $3M
  • PART 51
  • TYPE 43rd
  • NET Other
  • BOOK near Outward Bound USA 403(b) DC Plan
  • VS-ST ind #9515

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 Healthcare & Social Assistance retirement plans → · Plans in California →

403(b) Thrift Plan of Bonita House, Inc. in the asset neighbourhood

403(b) Thrift Plan of Bonita House, Inc.403(b) Thrift Plan of Bonita…$3MOutward Bound USA 403(b) DC PlanOutward Bound USA 403(b) DC …$3MBronx Parent Housing Network 403(b) PlanBronx Parent Housing Network…$3MSt Luke's Episcopal School Employee Retirement PlaSt Luke's Episcopal School E…$3M403(b) Thrift Plan of Community Living Options403(b) Thrift Plan of Commun…$3M
End-of-year total assets ($M) among 403(b) Thrift Plan of Bonita House, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Bonita House, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bonita House, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 24.146575267088913% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.45M $4.29M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 51 $3M
2023 1 69 $4M
2024 1 71 $4M

Bonita House, Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$3M
Net Income-$2M
Employer EIN941735133
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan of Bonita House, Inc. vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants 403(b) Thrift Plan of Bonita House, Inc., Total assets ($B): 0.00345297 · Participants: 51403(b) Thrift Plan of Bonita House, Inc.Stanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
403(b) Thrift Plan of Bonita House, Inc. vs. nearby Other plans in California, assets vs. participants
Compare 403(b) Thrift Plan of Bonita House, Inc. side-by-side with 3 peers →

403(b) Thrift Plan of Bonita House, Inc.'s out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Outward Bound USA 403(b) DC Plan in NY ($3M); by covered participants it is Kaboom! Inc. 403(b) Retirement Plan in MD (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did 403(b) Thrift Plan of Bonita House, Inc. assets move in 2022? ▼
403(b) Thrift Plan of Bonita House, Inc. contracted severely - down 30.8% during 2022, from $5M to $3M. Reported net income was -$2M.
How have Bonita House, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bonita House, Inc.'s sponsor-wide assets grew 24.1%, from $3M to $4M.
Which Other plans are similar in size to 403(b) Thrift Plan of Bonita House, Inc.? ▼
Among Other plans in other states, the closest by assets is Outward Bound USA 403(b) DC Plan in NY ($3M, 3 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Bonita House, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Kaboom! Inc. 403(b) Retirement Plan in MD (51 participants, $9M in assets).

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 941735133.

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.