401(k) · DOL Form 5500 · 2024

Bonita Springs Utilities, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
125
Participants Small participant base
66th
Percentile by assets National rank
$126,346
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan · Sponsored by Bonita Springs Utilities, Inc. · Florida · Utilities

$16M in assets, 125 participants

Bonita Springs Utilities, Inc.'s Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan reported $16M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #230 in Utilities (732 peers)

Coverage in Florida

Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan covers 125 participants in Florida, about 20% of the average Florida filer (state average ~628 per filing). Assets: $16M.

#230
in Utilities (732 peers)
+11.5%
assets growth YoY

Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Utilities and all filers

Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$15,793,212 Top 34% higher than 66% of 123,620 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 2024

Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan reported participants rose from 121 in the plan year 2023 filing to 125 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 591350003 · Bonita Springs Utilities, Inc. PY 2024 · 401(k)

Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan · $16M · 125 · 66th

  • VS-ST $16M
  • VS-ST 125
  • VS-ST 66th
  • VS-ST 401(k)
  • VS-ST near Solugenix Corporation 401(k) Plan
  • VS-ST ind #230

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 Utilities retirement plans → · Plans in Florida →

Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Engineered Machined Products, Inc. Collectively Bargained PlanEngineered Machined Products…$16MBonita Springs Utilities, Inc. 401(k) Profit Sharing PlanBonita Springs Utilities, In…$16MSolugenix Corporation 401(k) PlanSolugenix Corporation 401(k)…$16MBrunner & Lay Employees Retirement PlanBrunner & Lay Employees Reti…$16MH Code Media 401(k) Plan$16M
End-of-year total assets ($M) among Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN591350003
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bonita Springs Utilities, Inc.)

Sponsor-wide plan assets over time

All Bonita Springs Utilities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 36.864938053262996% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.5M $15.8M ▲ +36.8%
Year Plans Participants Total Assets
2022 1 118 $12M
2023 1 121 $14M
2024 1 125 $16M

Nearby 401(k) Plans in Florida

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

Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.015793212 · Participants: 125Bonita Springs Utilities, Inc. 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Solugenix Corporation 401(k) Plan in CA ($16M); by covered participants it is Portland Forge Interim Manufacturing Plan in IN (125 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (125 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 11.5% during 2024, from $14M to $16M. Reported net income was $2M.
How have Bonita Springs Utilities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bonita Springs Utilities, Inc.'s sponsor-wide assets grew 36.9%, from $12M to $16M.
Which 401(k) plans are similar in size to Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Solugenix Corporation 401(k) Plan in CA ($16M, 339 participants).
Which 401(k) plans cover a similar participant headcount to Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Portland Forge Interim Manufacturing Plan in IN (125 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 591350003.

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.