401(k) · DOL Form 5500 · 2023

Bonterra, LLC 401(k) Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size
1,340
Participants Near avg headcount
90th
Percentile by assets National rank
$62,253
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#18,533
in Professional & Technical Services (20,321 peers)
+24.7%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Bonterra 401(k) Plan's outsized position 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 $2,050,000,000 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

Bonterra 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bonterra 401(k) Plan lands in the large band (1,340 participants).

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 →

DOL schedule card

Filing strip 473987257 · Bonterra, LLC PY 2023 · 401(k)

Bonterra 401(k) Plan · $83M · 1,340 · 90th

  • EIN $83M
  • RANK 1,340
  • PHOTO 90th
  • IND 401(k)
  • EOY near Magellan USA Retirement Plan
  • 5500 ind #18533

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 Professional & Technical Services retirement plans → · Plans in Texas →

Bonterra 401(k) Plan in the asset neighbourhood

Albea 401(k) Plan$83MBonterra 401(k) Plan$83MMagellan USA Retirement Plan$83MPackard Medical Group 401(k) Profit Sharing PlanPackard Medical Group 401(k)…$83MStrongwell Corporation 401(k) Profit-Sharing Plan and TrustStrongwell Corporation 401(k…$83M
End-of-year total assets ($M) among Bonterra 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Bonterra, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$98M 46.78900096167395% vs 2022
2024 filing year
$60M$70M$80M$90M$100M$110M 202220232024 $66.9M $98.2M ▲ +46.8%
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 Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell 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 →

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

Outside Texas, the nearest 401(k) by assets is Magellan USA Retirement Plan in OH ($83M); by covered participants it is Ocwen Financial 401(k) Savings Plan in FL (1,340 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($83M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,340 participants); asset peers above are excluded.

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 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).
Which 401(k) plans cover a similar participant headcount to Bonterra 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ocwen Financial 401(k) Savings Plan in FL (1,340 participants, $315M 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 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.