Money Purchase · DOL Form 5500 · 2024

Bonbright Distributors Inc Money Purchase Plan

Data updated 2026-08-11

$4M
Total assets
105
Participants
40th
Percentile by assets
$41,330
Avg per participant
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Official DOL plan name: Bonbright Union Money Purchase Pension Plan · Sponsored by Bonbright Distributors Inc · Ohio · Wholesale Trade

$4M in assets, 105 participants

Bonbright Distributors Inc's Bonbright Union Money Purchase Pension Plan reported $4M in total assets and 105 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.

  • 40th percentile by assets (of 123,622 plans)
  • #1,782 in Wholesale Trade (6,080 peers)

Coverage in Ohio

Bonbright Union Money Purchase Pension Plan covers 105 participants in Ohio, about 14% of the average Ohio filer (state average ~765 per filing). Assets: $4M.

$4M
total plan assets (2024 EOY)
105
covered participants
40th
percentile by assets (of 123,622 plans)
$41,330
avg assets per participant

Where Bonbright Union Money Purchase Pension Plan sits by total assets

Bonbright Union Money Purchase Pension Plan vs every filed plan by assets

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

$4,339,678 40th percentile higher than 40% of 123,620 filed plans

This plan $0 $2,010,000,000 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

State
Ohio
Industry
Wholesale Trade

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Bonbright Union Money Purchase Pension Plan reports 105 participants - about 14% of that state average ($4M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$206K
Employer EIN311063631
Plan Effective Date1985-09-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Ohio

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Bonbright Union Money Purchase Pension Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Bonbright Union Mone…, Total assets ($B): 0.004339678 · Participants: 105Bonbright Union Mone…The Sherwin-Williams…, Total assets ($B): 1.717290657 · Participants: 47538The Sherwin-Williams…The Cleveland Clinic…, Total assets ($B): 1.624051399 · Participants: 4957The Cleveland Clinic…Iron Workers Distric…, Total assets ($B): 0.533297563 · Participants: 7205Iron Workers Distric…University of Dayton…, Total assets ($B): 0.382016647 · Participants: 3130University of Dayton…Northwestern Ohio Pl…, Total assets ($B): 0.375518141 · Participants: 2118Northwestern Ohio Pl…
Bonbright Union Money Purchase Pension Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants
Compare Bonbright Union Money Purchase Pension P… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Bonbright Union Money Purchase Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Bonbright Union Money Purchase Pension Plan assets move in 2024? ▼
Bonbright Union Money Purchase Pension Plan edged up modestly - up 5.0% during 2024, from $4M to $4M. Reported net income was $206K.
Which Money Purchase plans are similar in size to Bonbright Union Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Air Force Aid Society Pension Plan in VA ($4M, 25 participants).

Next read for Bonbright Union Money Purchase Pension P…

Filing takeaways

Ways to act on Bonbright Union Money Purchase Pension Plan's numbers.

  • By total assets, Bonbright Union Money Purchase Pension Plan ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in Ohio. Compare plans

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 311063631.

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.