401(k) · DOL Form 5500 · 2024

Bonds Ellis Eppich Schafer Jones LLP 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 26
Participants Small participant base: 40th
Percentile by assets National rank: $171,832
Avg per participant Above avg balance/head

Official DOL plan name: Bonds Ellis Eppich Schafer Jones LLP 401(k) Plan · Sponsored by Bonds Ellis Eppich Schafer Jones LLP · Texas · Professional & Technical Services

$4M in assets, 26 participants

Bonds Ellis Eppich Schafer Jones LLP's Bonds Ellis Eppich Schafer Jones LLP 401(k) Plan reported $4M in total assets and 26 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

#7,542 in Professional & Technical Services (20,173 peers)

2024 asset change

Bonds Ellis Eppich Schafer Jones LLP 401(k) Plan grew sharply 29.1% in 2024 ($3M → $4M) for 26 participants.

#7,542
in Professional & Technical Services (20,173 peers): +29.1%
assets growth YoY

Bonds Ellis Eppich Schafer Jones LLP 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bonds Ellis Eppich Schafer Jones LLP 401(k) Plan vs every filed plan by assets

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

$4,467,641 40th percentile higher than 40% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Bonds Ellis Eppich Schafer Jones LLP 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bonds Ellis Eppich Schafer Jones LLP 401(k) Plan is a small filing (26 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Plan-year Form 5500 strip

Filing strip 814110133 · Bonds Ellis Eppich Schafer Jones LLP PY 2024 · 401(k)

Bonds Ellis Eppich Schafer Jones LLP 401(k) Plan · $4M · 26 · 40th

PART $4M
TYPE 26
NET 40th
BOOK 401(k)
VS-ST near South-West Insurance Agency, Inc. Employees' Savings Plan
BOY ind #7542

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 →

End-of-year total assets ($M) among Bonds Ellis Eppich Schafer Jones LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$4M
Net Income	$1M
Employer EIN	814110133
Plan Effective Date	2018-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Bonds Ellis Eppich Schafer Jones LLP 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Bonds Ellis Eppich Schafer Jones LLP 401(k) Plan side-by-side with 3 peers →

Bonds Ellis Eppich Schafer Jones LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is South-West Insurance Agency, Inc. Employees' Savings Plan in VA ($4M); by covered participants it is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (26 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

South-West Insurance Agency, Inc. Employees' Savings Plan (VA) $4M · 21
Biocheck Inc. 401(k) Investment Plan (CA) $4M · 32
Glen Ivy Hot Springs Retirement Savings Plan (CA) $4M · 279
Pennsylvania Capital Mgmt Inc 401(k) Profit Sharing Plan & Trust (PA) $4M · 11

Similar participant headcount

Nearest other-state filings by covered participants (26 participants); asset peers above are excluded.

Hale & Company, Cpa, P.C. Employee Retirement Plan (OK) 26 · 0 off
Imbert International, Inc. 401(k) Profit Sharing Plan (IL) 26 · 0 off
Therapy Rehabilitation Services, Inc.-Medical 401(k) Plan (AZ) 26 · 0 off
Building Conservation Associates, Inc. 401(k) Plan (NY) 26 · 0 off

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 Bonds Ellis Eppich Schafer Jones LLP 401(k) Plan assets move in 2024? ▼

Bonds Ellis Eppich Schafer Jones LLP 401(k) Plan grew sharply - up 29.1% during 2024, from $3M to $4M. Reported net income was $1M.

Which 401(k) plans are similar in size to Bonds Ellis Eppich Schafer Jones LLP 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is South-West Insurance Agency, Inc. Employees' Savings Plan in VA ($4M, 21 participants).

Which 401(k) plans cover a similar participant headcount to Bonds Ellis Eppich Schafer Jones LLP 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (26 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 814110133.