401(k) · DOL Form 5500 · 2023

Bonadio & Co., LLP 401(k) Plan

Data updated 2026-08-11

$129M
Total assets
812
Participants
93rd
Percentile by assets
$158,911
Avg per participant
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Official DOL plan name: Bonadio & Co., LLP 401(k) & Profit Sharing Plan · Sponsored by Bonadio & Co., LLP · New York · Professional & Technical Services

$129M in assets, 812 participants

Bonadio & Co., LLP's Bonadio & Co., LLP 401(k) & Profit Sharing Plan reported $129M in total assets and 812 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #19,109 in Professional & Technical Services (20,321 peers)

Where Bonadio & Co., LLP 401(k) & Profit Sharing Plan sits by assets

Bonadio & Co., LLP 401(k) & Profit Sharing Plan sits in the top 10% of all filed plans by assets, $129M for 812 participants (~$158,911/participant), up 21.3% in 2023.

$129M
total plan assets (2023 EOY)
812
covered participants
93rd
percentile by assets (of 127,072 plans)
$158,911
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bonadio & Co., LLP 401(k) & Profit Sharing Plan reported net income rose from -$19M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Bonadio & Co., LLP 401(k) & Profit Sharing Plan end-of-year assets rose from $106M in the plan year 2022 filing to $129M in the plan year 2023 filing.
  • Bonadio & Co., LLP 401(k) & Profit Sharing Plan reported participants rose from 774 in the plan year 2022 filing to 812 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Professional & Technical Services

Bonadio & Co., LLP 401(k) & Profit Sharing Plan vs the 2023 asset distribution

By assets, Bonadio & Co., LLP 401(k) & Profit Sharing Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$106M
Net Assets (End of Year)$129M
Net Income$23M
Employer EIN161131146
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bonadio & Co., LLP)

$100M$120M$140M$160M 202220232024 $106M $150M ▲ +41.2%
Total plan assets by year, all Bonadio & Co., LLP plans on file
Year Plans Participants Total Assets
2022 1 774 $106M
2023 1 812 $129M
2024 1 941 $150M

Nearby 401(k) Plans in New York

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

Bonadio & Co., LLP 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants

Bonadio & Co., LLP 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Bonadio & Co., LLP 4…IBM 401 (K) Plus PlanPfizer Savings PlanMorgan Stanley 401(k…The Pepsico Savings …The Goldman Sachs 40…
Bonadio & Co., LLP 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Bonadio & Co., LLP 401(k) & Profit Shari… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Bonadio & Co., LLP 401(k) & Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Bonadio & Co., LLP 401(k) & Profit Sharing Plan assets move in 2023? ▼
Bonadio & Co., LLP 401(k) & Profit Sharing Plan grew sharply - up 21.3% during 2023, from $106M to $129M. Reported net income was $23M.
How have Bonadio & Co., LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bonadio & Co., LLP's sponsor-wide assets grew 41.2%, from $106M to $150M.
Where does Bonadio & Co., LLP 401(k) & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bonadio & Co., LLP 401(k) & Profit Sharing Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Bonadio & Co., LLP 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Association of American Railroads Incentive Thrift Plan in DC ($129M, 559 participants).

Next read for Bonadio & Co., LLP 401(k) & Profit Shari…

Scale reading

Ways to act on Bonadio & Co., LLP 401(k) & Profit Sharing Plan's numbers.

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 161131146.

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.