401(k) · DOL Form 5500 · 2024
Bonterra, LLC 401(k) Plan
Data updated 2026-08-11
- $98M
- Total assets
- 921
- Participants
- 90th
- Percentile by assets
- $106,607
- Avg per participant
Official DOL plan name: Bonterra 401(k) Plan · Sponsored by Bonterra, LLC · Texas · Professional & Technical Services
$98M in assets, 921 participants
Bonterra, LLC's Bonterra 401(k) Plan reported $98M in total assets and 921 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- 90th percentile by assets (of 123,622 plans)
- #18,441 in Professional & Technical Services (20,173 peers)
Where Bonterra 401(k) Plan sits by assets
Bonterra 401(k) Plan sits in the top 10% of all filed plans by assets, $98M for 921 participants (~$106,607/participant), up 17.7% in 2024.
- $98M
- total plan assets (2024 EOY)
- 921
- covered participants
- 90th
- percentile by assets (of 123,622 plans)
- $106,607
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bonterra 401(k) Plan reported participants fell from 1,340 in the plan year 2023 filing to 921 in the plan year 2024 filing.
- Bonterra 401(k) Plan end-of-year assets rose from $83M in the plan year 2023 filing to $98M in the plan year 2024 filing.
- Bonterra 401(k) Plan reported net income fell from $16M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Bonterra 401(k) Plan vs the 2024 asset distribution
By assets, Bonterra 401(k) Plan outranks 90% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $83M |
|---|---|
| Net Assets (End of Year) | $98M |
| Net Income | $15M |
| Employer EIN | 473987257 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bonterra, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 292 | $67M |
| 2023 | 1 | 1,340 | $83M |
| 2024 | 1 | 921 | $98M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Bonterra 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Bonterra 401(k) Plan by total assets, not by location.
- Affinity Plus 401(k) Retirement Plan (MN) $98M · 607
- Dream Finders Homes 401(k) Plan (FL) $98M · 1,169
- Pacific Sunwear Stores LLC 401(k) Savings Plan (CA) $98M · 2,164
- Precise Systems, Inc. 401(k) Plan (MD) $98M · 866
Frequently Asked Questions
How did Bonterra 401(k) Plan assets move in 2024? ▼
How have Bonterra, LLC plan assets changed over time? ▼
Where does Bonterra 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Bonterra 401(k) Plan? ▼
Next read for Bonterra 401(k) Plan
Scale reading
Ways to act on Bonterra 401(k) Plan's numbers.
- By total assets, Bonterra 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Bonterra, LLC's sponsor-wide assets have grown 46.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans