401(k) · DOL Form 5500 · 2024

Bonadio & Co., LLP 401(k) Plan

Data updated 2026-08-25

$150M
Total assets Near avg plan size
941
Participants Near avg headcount
93rd
Percentile by assets National rank
$159,599
Avg per participant Above avg balance/head
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Official DOL plan name: Bonadio & Co., LLP 401(k) & Profit Sharing Plan · Sponsored by Bonadio & Co., LLP · New York · Professional & Technical Services

$150M in assets, 941 participants

Bonadio & Co., LLP's Bonadio & Co., LLP 401(k) & Profit Sharing Plan reported $150M in total assets and 941 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #18,986 in Professional & Technical Services (20,173 peers)

Where Bonadio & Co., LLP 401(k) & Profit Sharing Plan sits by assets

Bonadio & Co., LLP 401(k) & Profit Sharing Plan sits in the top 10% of all filed plans by assets, $150M for 941 participants (~$159,599/participant), up 16.4% in 2024.

#18,986
in Professional & Technical Services (20,173 peers)
+16.4%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Bonadio & Co., LLP 401(k) & Profit Sharing Plan's outsized position by total assets

Bonadio & Co., LLP 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$150,182,323 Top 7% higher than 93% 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

Bonadio & Co., LLP 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. Bonadio & Co., LLP 401(k) & Profit Sharing Plan sits mid-pack in the medium band (941 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bonadio & Co., LLP 401(k) & Profit Sharing Plan end-of-year assets rose from $129M in the plan year 2023 filing to $150M in the plan year 2024 filing.
  • Bonadio & Co., LLP 401(k) & Profit Sharing Plan reported participants rose from 812 in the plan year 2023 filing to 941 in the plan year 2024 filing.
  • Bonadio & Co., LLP 401(k) & Profit Sharing Plan reported net income fell from $23M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 161131146 · Bonadio & Co., LLP PY 2024 · 401(k)

Bonadio & Co., LLP 401(k) & Profit Sharing Plan · $150M · 941 · 93rd

  • EBSA $150M
  • PART 941
  • TYPE 93rd
  • NET 401(k)
  • BOOK near Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust
  • VS-ST ind #18986

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 New York →

Bonadio & Co., LLP 401(k) & Profit Sharing Plan in the asset neighbourhood

Ucare 401(k) Retirement Savings PlanUcare 401(k) Retirement Savi…$150MConfederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and TrustConfederated Tribes of the U…$150MBonadio & Co., LLP 401(k) & Profit Sharing PlanBonadio & Co., LLP 401(k) & …$150MApi Group, Inc. Safe Harbor 401(k) & Profit Sharing PlanApi Group, Inc. Safe Harbor …$150MSchnucks Pay Deferral Plan-30$150M
End-of-year total assets ($M) among Bonadio & Co., LLP 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$129M
Net Assets (End of Year)$150M
Net Income$21M
Employer EIN161131146
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bonadio & Co., LLP)

Sponsor-wide plan assets over time

All Bonadio & Co., LLP plans reported in each filing year

Latest sponsor-wide plan assets
$150M 41.225253908368195% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $106M $150M ▲ +41.2%
Year Plans Participants Total Assets
2022 1 774 $106M
2023 1 812 $129M
2024 1 941 $150M

Nearby 401(k) Plans in New York

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

Bonadio & Co., LLP 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Bonadio & Co., LLP 401(k) & Profit Sharing Plan, Total assets ($B): 0.150182323 · Participants: 941Bonadio & Co., LLP 401(k) & Profit Sharing PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Bonadio & Co., LLP 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Bonadio & Co., LLP 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Bonadio & Co., LLP 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust in OR ($150M); by covered participants it is Zones, LLC 401(k) Plan in WA (941 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (941 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 Bonadio & Co., LLP 401(k) & Profit Sharing Plan assets move in 2024? ▼
Bonadio & Co., LLP 401(k) & Profit Sharing Plan grew sharply - up 16.4% during 2024, from $129M to $150M. Reported net income was $21M.
How have Bonadio & Co., LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bonadio & Co., LLP's sponsor-wide assets grew 41.2%, from $106M to $150M.
Where does Bonadio & Co., LLP 401(k) & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bonadio & Co., LLP 401(k) & Profit Sharing Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Bonadio & Co., LLP 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust in OR ($150M, 2,347 participants).
Which 401(k) plans cover a similar participant headcount to Bonadio & Co., LLP 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Zones, LLC 401(k) Plan in WA (941 participants, $109M 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 161131146.

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.