401(k) · DOL Form 5500 · 2024

Bonterra, LLC 401(k) Plan

Data updated 2026-08-25

$98M
Total assets Below avg plan size
921
Participants Near avg headcount
90th
Percentile by assets National rank
$106,607
Avg per participant Below avg balance/head
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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.

  • #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.

#18,441
in Professional & Technical Services (20,173 peers)
+17.7%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Bonterra 401(k) Plan's outsized position by total assets

Bonterra 401(k) Plan vs every filed plan by assets

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

$98,185,071 Top 10% higher than 90% 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

Bonterra 401(k) 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. Bonterra 401(k) Plan sits mid-pack in the medium band (921 participants).

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 473987257 · Bonterra, LLC PY 2024 · 401(k)

Bonterra 401(k) Plan · $98M · 921 · 90th

  • PCT $98M
  • PCT 921
  • PCT 90th
  • PCT 401(k)
  • PCT near Affinity Plus 401(k) Retirement Plan
  • PCT ind #18441

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 →

Bonterra 401(k) Plan in the asset neighbourhood

Affinity Plus 401(k) Retirement PlanAffinity Plus 401(k) Retirem…$98MDream Finders Homes 401(k) PlanDream Finders Homes 401(k) P…$98MPacific Sunwear Stores LLC 401(k) Savings PlanPacific Sunwear Stores LLC 4…$98MBonterra 401(k) Plan$98MPrecise Systems, Inc. 401(k) PlanPrecise Systems, Inc. 401(k)…$98M
End-of-year total assets ($M) among Bonterra 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$83M
Net Assets (End of Year)$98M
Net Income$15M
Employer EIN473987257
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bonterra, LLC)

Sponsor-wide plan assets over time

All Bonterra, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$98M 46.78900096167395% vs 2022
2024 filing year
$60M$70M$80M$90M$100M$110M 202220232024 $66.9M $98.2M ▲ +46.8%
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 Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Bonterra 401(k) Plan, Total assets ($B): 0.098185071 · Participants: 921Bonterra 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Bonterra 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Bonterra 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Affinity Plus 401(k) Retirement Plan in MN ($98M); by covered participants it is Passavant Memorial Homes Union Employees 401(k) Plan in PA (921 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($98M here).

Similar participant headcount

Nearest other-state filings by covered participants (921 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 Bonterra 401(k) Plan assets move in 2024? ▼
Bonterra 401(k) Plan grew sharply - up 17.7% during 2024, from $83M to $98M. Reported net income was $15M.
How have Bonterra, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bonterra, LLC's sponsor-wide assets grew 46.8%, from $67M to $98M.
Where does Bonterra 401(k) Plan rank by assets among Form 5500 filers? ▼
Bonterra 401(k) Plan ranks in the 90th 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 Bonterra 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Affinity Plus 401(k) Retirement Plan in MN ($98M, 607 participants).
Which 401(k) plans cover a similar participant headcount to Bonterra 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Passavant Memorial Homes Union Employees 401(k) Plan in PA (921 participants, $5M 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 473987257.

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.