401(k) · DOL Form 5500 · 2024

Bonfiglioli USA 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets: 163
Participants Small participant base: 59th
Percentile by assets National rank: $72,830
Avg per participant Below avg balance/head

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Official DOL plan name: Bonfiglioli USA Retirement Plan · Sponsored by Bonfiglioli USA · Kentucky · Manufacturing

$12M in assets, 163 participants

Bonfiglioli USA's Bonfiglioli USA Retirement Plan reported $12M in total assets and 163 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

#8,201 in Manufacturing (17,777 peers)

Coverage in Kentucky

Bonfiglioli USA Retirement Plan covers 163 participants in Kentucky, about 25% of the average Kentucky filer (state average ~647 per filing). Assets: $12M.

#8,201
in Manufacturing (17,777 peers): +12.4%
assets growth YoY

Bonfiglioli USA Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Bonfiglioli USA Retirement Plan vs every filed plan by assets

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

$11,871,267 Top 41% higher than 59% 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

Bonfiglioli USA Retirement 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. Bonfiglioli USA Retirement Plan sits mid-pack in the medium band (163 participants).

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%)

Bonfiglioli USA Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Bonfiglioli USA Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Bonfiglioli USA Retirement Plan reported participants rose from 161 in the plan year 2023 filing to 163 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 980345059 · Bonfiglioli USA PY 2024 · 401(k)

Bonfiglioli USA Retirement Plan · $12M · 163 · 59th

ASSETS $12M
PCT 163
EIN 59th
RANK 401(k)
PHOTO near Synapse Wireless, Inc. 401(k) Plan
IND ind #8201

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 Manufacturing retirement plans → · Plans in Kentucky →

End-of-year total assets ($M) among Bonfiglioli USA Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)	$11M
Net Assets (End of Year)	$12M
Net Income	$1M
Employer EIN	980345059
Plan Effective Date	2012-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bonfiglioli USA)

Latest sponsor-wide plan assets: $12M 39.43529213332961% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	142	$9M
2023	1	161	$11M
2024	1	163	$12M

Nearby 401(k) Plans in Kentucky

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

Bonfiglioli USA Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
Humana Retirement Savings Plan $7.7B · 45,706
UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
Scionhealth 401(k) Plan $1.3B · 23,753
Lexmark Savings Plan $1.2B · 1,919

Compare Bonfiglioli USA Retirement Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest 401(k) by assets is Synapse Wireless, Inc. 401(k) Plan in AL ($12M); by covered participants it is Kessler's, Inc. 401(k) Retirement Plan in SD (163 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Synapse Wireless, Inc. 401(k) Plan (AL) $12M · 21
Walborsky Bradley & Fleming, PLLC Profit Sharing Plan (FL) $12M · 23
Pharmaessentia USA Corporation 401(k) Plan (MA) $12M · 146
The Martec Group 401(k) Profit Sharing Plan (MI) $12M · 31

Similar participant headcount

Nearest other-state filings by covered participants (163 participants); asset peers above are excluded.

Kessler's, Inc. 401(k) Retirement Plan (SD) 163 · 0 off
Rfi Enterprises Savings and Retirement Plan (CA) 163 · 0 off
The Arthur Companies, Inc. 401(k) Profit Sharing Plan (ND) 163 · 0 off
Insite Capital LLC 401(k) Profit Sharing Plan (FL) 163 · 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 Bonfiglioli USA Retirement Plan assets move in 2024? ▼

Bonfiglioli USA Retirement Plan grew at a solid clip - up 12.4% during 2024, from $11M to $12M. Reported net income was $1M.

How have Bonfiglioli USA plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bonfiglioli USA's sponsor-wide assets grew 39.4%, from $9M to $12M.

Which 401(k) plans are similar in size to Bonfiglioli USA Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Synapse Wireless, Inc. 401(k) Plan in AL ($12M, 21 participants).

Which 401(k) plans cover a similar participant headcount to Bonfiglioli USA Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Kessler's, Inc. 401(k) Retirement Plan in SD (163 participants, $4M 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 980345059.