401(k) · DOL Form 5500 · 2023

Bonterra, LLC 401(k) Plan

Data updated 2026-08-11

$83M
Total assets
1,340
Participants
90th
Percentile by assets
$62,253
Avg per participant
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Official DOL plan name: Bonterra 401(k) Plan · Sponsored by Bonterra, LLC · Texas · Professional & Technical Services

$83M in assets, 1,340 participants

Bonterra, LLC's Bonterra 401(k) Plan reported $83M in total assets and 1,340 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • 90th percentile by assets (of 127,072 plans)
  • #18,533 in Professional & Technical Services (20,321 peers)

Where Bonterra 401(k) Plan sits by assets

Bonterra 401(k) Plan sits in the top 10% of all filed plans by assets, $83M for 1,340 participants (~$62,253/participant), up 24.7% in 2023.

$83M
total plan assets (2023 EOY)
1,340
covered participants
90th
percentile by assets (of 127,072 plans)
$62,253
avg assets per participant

Where Bonterra 401(k) Plan sits by total assets

Bonterra 401(k) Plan vs every filed plan by assets

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

$83,418,459 Top 10% higher than 90% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bonterra 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Bonterra 401(k) Plan reported participants rose from 292 in the plan year 2022 filing to 1,340 in the plan year 2023 filing.
  • Bonterra 401(k) Plan end-of-year assets rose from $67M in the plan year 2022 filing to $83M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Texas
Industry
Professional & Technical Services

Bonterra 401(k) Plan vs the 2023 asset distribution

By assets, Bonterra 401(k) Plan outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$83M
Net Income$16M
Employer EIN473987257
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bonterra, LLC)

$60M$70M$80M$90M$100M$110M 202220232024 $66.9M $98.2M ▲ +46.8%
Total plan assets by year, all Bonterra, LLC plans on file
Year Plans Participants Total Assets
2022 1 292 $67M
2023 1 1,340 $83M
2024 1 921 $98M

Nearby 401(k) Plans in Texas

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

Bonterra 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Bonterra 401(k) Plan, Total assets ($B): 0.083418459 · Participants: 1340Bonterra 401(k) PlanAT&T Retirement Savi…, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savi…Exxonmobil Savings P…, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings P…Caterpillar 401(k) S…, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) S…American Airlines, I…, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, I…Dell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Bonterra 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Bonterra 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Bonterra 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Bonterra 401(k) Plan assets move in 2023? ▼
Bonterra 401(k) Plan grew sharply - up 24.7% during 2023, from $67M to $83M. Reported net income was $16M.
How have Bonterra, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bonterra, LLC's sponsor-wide assets grew 46.8%, from $67M to $98M.
Where does Bonterra 401(k) Plan rank by assets among Form 5500 filers? ▼
Bonterra 401(k) Plan ranks in the 90th 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 Bonterra 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Magellan USA Retirement Plan in OH ($83M, 656 participants).

Next read for Bonterra 401(k) Plan

Scale reading

Ways to act on Bonterra 401(k) 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 473987257.

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.