401(k) · DOL Form 5500 · 2023

Bonfiglioli USA 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets: 161
Participants Small participant base: 60th
Percentile by assets National rank: $65,619
Avg per participant Below avg balance/head

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Official DOL plan name: Bonfiglioli USA Retirement Plan · Sponsored by Bonfiglioli USA · Kentucky · Manufacturing

$11M in assets, 161 participants

Bonfiglioli USA's Bonfiglioli USA Retirement Plan reported $11M in total assets and 161 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

#8,666 in Manufacturing (18,722 peers)

Coverage in Kentucky

Bonfiglioli USA Retirement Plan covers 161 participants in Kentucky, about 25% of the average Kentucky filer (state average ~647 per filing). Assets: $11M.

#8,666
in Manufacturing (18,722 peers): +24.1%
assets growth YoY

Bonfiglioli USA Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Bonfiglioli USA Retirement Plan vs every filed plan by assets

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

$10,564,673 Top 40% higher than 60% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Bonfiglioli USA Retirement 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. Bonfiglioli USA Retirement Plan sits mid-pack in the medium band (161 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Bonfiglioli USA Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Bonfiglioli USA Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
Bonfiglioli USA Retirement Plan reported participants rose from 142 in the plan year 2022 filing to 161 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 980345059 · Bonfiglioli USA PY 2023 · 401(k)

Bonfiglioli USA Retirement Plan · $11M · 161 · 60th

PHOTO $11M
PHOTO 161
PHOTO 60th
PHOTO 401(k)
PHOTO near New Energy Works of Rochester, Inc. 401 (K) Profit Sharing Plan
PHOTO ind #8666

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 Kentucky →

End-of-year total assets ($M) among Bonfiglioli USA Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$11M
Net Income	$2M
Employer EIN	980345059
Plan Effective Date	2012-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bonfiglioli USA)

Latest sponsor-wide plan assets: $12M 39.43529213332961% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	142	$9M
2023	1	161	$11M
2024	1	163	$12M

Nearby 401(k) Plans in Kentucky

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

Bonfiglioli USA Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Commonspirit Health 401(k) Retirement Savings Plan $7.9B · 86,688
Humana Retirement Savings Plan $7.4B · 45,938
UPS/Ipa 401(k) Savings Plan $1.3B · 3,159
Scionhealth 401(k) Plan $1.2B · 33,226
Lexmark Savings Plan $1.2B · 1,968

Compare Bonfiglioli USA Retirement Plan side-by-side with 3 peers →

Bonfiglioli USA Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is New Energy Works of Rochester, Inc. 401 (K) Profit Sharing Plan in NY ($11M); by covered participants it is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

New Energy Works of Rochester, Inc. 401 (K) Profit Sharing Plan (NY) $11M · 120
Concern Professional Services 401(k) Plan (PA) $11M · 357
Bob Mills Furniture Co. LLC 401(k) Psp (OK) $11M · 355
Borrell Electric Co., Inc. 401(k) Plan (FL) $11M · 198

Similar participant headcount

Nearest other-state filings by covered participants (161 participants); asset peers above are excluded.

Kansas Crossing Casino, Lc 401(k) Plan (KS) 161 · 0 off
J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan (PA) 161 · 0 off
Burke Beverage, Inc. 401(k) Plan (IL) 161 · 0 off
Arrow Gear Incentive Savings Plan (NY) 161 · 0 off

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 Bonfiglioli USA Retirement Plan assets move in 2023? ▼

Bonfiglioli USA Retirement Plan grew sharply - up 24.1% during 2023, from $9M to $11M. Reported net income was $2M.

How have Bonfiglioli USA plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bonfiglioli USA's sponsor-wide assets grew 39.4%, from $9M to $12M.

Which 401(k) plans are similar in size to Bonfiglioli USA Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is New Energy Works of Rochester, Inc. 401 (K) Profit Sharing Plan in NY ($11M, 120 participants).

Which 401(k) plans cover a similar participant headcount to Bonfiglioli USA Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 participants, N/A 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 980345059.