ESOP · DOL Form 5500 · 2023

Bonitz, Inc. ESOP

Data updated 2026-08-25

$62M
Total assets Below avg plan size
342
Participants Below avg headcount
88th
Percentile by assets National rank
$180,134
Avg per participant Above avg balance/head
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Official DOL plan name: Bonitz, Inc. Employee Stock Ownership Plan · Sponsored by Bonitz, Inc. · South Carolina · Construction

$62M in assets, 342 participants

Bonitz, Inc.'s Bonitz, Inc. Employee Stock Ownership Plan reported $62M in total assets and 342 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,721 in Construction (9,030 peers)

Where Bonitz, Inc. Employee Stock Ownership Plan sits by assets

Bonitz, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $62M for 342 participants (~$180,134/participant), up 29.5% in 2023.

#7,721
in Construction (9,030 peers)
+29.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Bonitz, Inc. Employee Stock Ownership Plan's outsized position by total assets

Bonitz, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$61,605,843 Top 12% higher than 88% 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

Bonitz, Inc. Employee Stock Ownership 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. Bonitz, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (342 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bonitz, Inc. Employee Stock Ownership Plan reported net income rose from -$8M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Bonitz, Inc. Employee Stock Ownership Plan end-of-year assets rose from $48M in the plan year 2022 filing to $62M in the plan year 2023 filing.
  • Bonitz, Inc. Employee Stock Ownership Plan reported participants fell from 397 in the plan year 2022 filing to 342 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 570835835 · Bonitz, Inc. PY 2023 · ESOP

Bonitz, Inc. Employee Stock Ownership Plan · $62M · 342 · 88th

  • TYPE $62M
  • TYPE 342
  • TYPE 88th
  • TYPE ESOP
  • TYPE near Willow Run Foods, Inc. Employee Stock Ownership Plan
  • TYPE ind #7721

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 What is an ESOP? → · Plans in South Carolina →

Bonitz, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bonitz, Inc. Employee Stock Ownership PlanBonitz, Inc. Employee Stock …$62MWillow Run Foods, Inc. Employee Stock Ownership PlanWillow Run Foods, Inc. Emplo…$62MHenderson Companies Employee Stock Ownership PlanHenderson Companies Employee…$61MGuthrie & Huebner Company, Inc. Employee Stock Ownership Plan and TrustGuthrie & Huebner Company, I…$61MJ. Lee Milligan, Inc. Employee Stock Ownership PlanJ. Lee Milligan, Inc. Employ…$61M
End-of-year total assets ($M) among Bonitz, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$62M
Net Income$14M
Employer EIN570835835
Plan Effective Date1987-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bonitz, Inc.)

Sponsor-wide plan assets over time

All Bonitz, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$90M 37.492904330528134% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $65.4M $89.9M ▲ +37.5%
Year Plans Participants Total Assets
2022 2 762 $65M
2023 2 668 $81M
2024 2 673 $90M

Nearby ESOP Plans in South Carolina

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

Bonitz, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 0100200300400 020406080 Total assets ($M) Participants Bonitz, Inc. Employee Stock Ownership Plan, Total assets ($M): 61.605843 · Participants: 342Bonitz, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 23.274312 · Participants: 50Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 21.055349 · Participants: 263Synergi Employee Stock Ownership PlanDwg, Inc. Consulting Engineers Employee Stock Ownership Plan, Total assets ($M): 14.105882 · Participants: 25Dwg, Inc. Consulting Engineers Employee Stock Ownership PlanLife Cycle Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 13.852826 · Participants: 367Life Cycle Engineering, Inc. Employee Stock Ownership PlanEmployees Stock Ownership Plan of Emory Wilson Process, Inc., Total assets ($M): 13.108205 · Participants: 57Employees Stock Ownership Plan of Emory Wilson Process, Inc.
Bonitz, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants
Compare Bonitz, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Bonitz, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside South Carolina, the nearest ESOP by assets is Willow Run Foods, Inc. Employee Stock Ownership Plan in NY ($62M); by covered participants it is Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement in PA (342 participants). Same-state nearby plans are listed separately above.

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 Bonitz, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Bonitz, Inc. Employee Stock Ownership Plan grew sharply - up 29.5% during 2023, from $48M to $62M. Reported net income was $14M.
How have Bonitz, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bonitz, Inc.'s sponsor-wide assets grew 37.5%, from $65M to $90M.
Where does Bonitz, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Bonitz, Inc. Employee Stock Ownership Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Bonitz, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Willow Run Foods, Inc. Employee Stock Ownership Plan in NY ($62M, 304 participants).
Which ESOP plans cover a similar participant headcount to Bonitz, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement in PA (342 participants, $1.6B 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 570835835.

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.