401(k) · DOL Form 5500 · 2023

Bonita House, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
69
Participants Small participant base
39th
Percentile by assets National rank
$52,531
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Bonita House, Inc. · Sponsored by Bonita House, Inc. · California · Healthcare & Social Assistance

$4M in assets, 69 participants

Bonita House, Inc.'s 403(b) Thrift Plan for Employees of Bonita House, Inc. reported $4M in total assets and 69 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,181 in Healthcare & Social Assistance (17,684 peers)

Bonita House, Inc. multi-year trail

Bonita House, Inc.'s plans moved +24.1% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan for Employees of Bonita House, Inc. at $4M / 69 participants.

#7,181
in Healthcare & Social Assistance (17,684 peers)
+5.0%
assets growth YoY

403(b) Thrift Plan for Employees of Bonita House, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Employees of Bonita House, Inc. vs every filed plan by assets

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

$3,624,640 39th percentile higher than 39% 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

403(b) Thrift Plan for Employees of Bonita House, Inc. among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for Employees of Bonita House, Inc. is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan for Employees of Bonita House, Inc. reported net income rose from -$2M in the plan year 2022 filing to $172K in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Bonita House, Inc. reported participants rose from 51 in the plan year 2022 filing to 69 in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Bonita House, Inc. end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 941735133 · Bonita House, Inc. PY 2023 · 401(k)

403(b) Thrift Plan for Employees of Bonita House, Inc. · $4M · 69 · 39th

  • BOOK $4M
  • BOOK 69
  • BOOK 39th
  • BOOK 401(k)
  • BOOK near Km Engineering, LLP 401(k) Plan
  • BOOK ind #7181

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 Healthcare & Social Assistance retirement plans → · Plans in California →

403(b) Thrift Plan for Employees of Bonita House, Inc. in the asset neighbourhood

403(b) Thrift Plan for Employees of Bonita House, Inc.403(b) Thrift Plan for Emplo…$4MKm Engineering, LLP 401(k) PlanKm Engineering, LLP 401(k) P…$4MCorporate Suites Network 401(k) PlanCorporate Suites Network 401…$4MTitan Technologies, LLC 401(k) Retirement Plan for Sca EmployeesTitan Technologies, LLC 401(…$4MAdvanced Eye Care, P.C. 401(k) Plan and TrustAdvanced Eye Care, P.C. 401(…$4M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Bonita House, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bonita House, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bonita House, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 24.146575267088913% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.45M $4.29M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 51 $3M
2023 1 69 $4M
2024 1 71 $4M

Bonita House, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$172K
Employer EIN941735133
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

403(b) Thrift Plan for Employees of Bonita House, Inc. vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Bonita House, Inc., Total assets ($B): 0.00362464 · Participants: 69403(b) Thrift Plan for Employees of Bonita House, Inc.Wells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
403(b) Thrift Plan for Employees of Bonita House, Inc. vs. nearby 401(k) plans in California, assets vs. participants
Compare 403(b) Thrift Plan for Employees of Bonita House, Inc. side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Bonita House, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Km Engineering, LLP 401(k) Plan in ID ($4M); by covered participants it is Aquiline Management Holdings LP 401(k) Retirement Plan in NY (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 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 403(b) Thrift Plan for Employees of Bonita House, Inc. assets move in 2023? ▼
403(b) Thrift Plan for Employees of Bonita House, Inc. edged up modestly - up 5.0% during 2023, from $3M to $4M. Reported net income was $172K.
How have Bonita House, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bonita House, Inc.'s sponsor-wide assets grew 24.1%, from $3M to $4M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of Bonita House, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Km Engineering, LLP 401(k) Plan in ID ($4M, 43 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Bonita House, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Aquiline Management Holdings LP 401(k) Retirement Plan in NY (69 participants, $6M 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 941735133.

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.