Money Purchase · DOL Form 5500 · 2024

Bonbright Distributors Inc Money Purchase Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 105
Participants Small participant base: 40th
Percentile by assets National rank: $41,330
Avg per participant Low balance/head

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.

#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.

#1,782
in Wholesale Trade (6,080 peers): +5.0%
assets growth YoY

Bonbright Union Money Purchase Pension Plan's mid-pack asset rank among Wholesale Trade and all filers

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

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Bonbright Union Money Purchase Pension 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. Bonbright Union Money Purchase Pension Plan sits mid-pack in the medium band (105 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%)

Form 5500 schedule snapshot

Filing strip 311063631 · Bonbright Distributors Inc PY 2024 · Money Purchase

Bonbright Union Money Purchase Pension Plan · $4M · 105 · 40th

TYPE $4M
NET 105
BOOK 40th
VS-ST Money Purchase
BOY near Air Force Aid Society Pension Plan
SCH ind #1782

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 Wholesale Trade retirement plans → · Plans in Ohio →

End-of-year total assets ($M) among Bonbright Union Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$4M
Net Income	$206K
Employer EIN	311063631
Plan Effective Date	1985-09-01
Filing Status	FILING 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

The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.7B · 47,538
The Cleveland Clinic Foundation Cash Balance Plan $1.6B · 4,957
Iron Workers District Council of So Oh & Vicinity Annuity Trust $533M · 7,205
University of Dayton Defined Contribution Retirement Plan $382M · 3,130
Northwestern Ohio Plumbers and Pipefitters Retirement and Trust $376M · 2,118

Compare Bonbright Union Money Purchase Pension Plan side-by-side with 3 peers →

Bonbright Union Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is Air Force Aid Society Pension Plan in VA ($4M); by covered participants it is Harvard Management Company Inc. Pension Plan in MA (105 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Air Force Aid Society Pension Plan (VA) $4M · 25
Feeziatry Inc Money Purchase Plan (PA) $4M · 1
I.a.T.S.E. Atlanta Annuity Trust (TN) $4M · 581
American Funds Basic Money Purchase Pension Plan for Boxing Cat Films (MI) $4M · 6

Similar participant headcount

Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.

Harvard Management Company Inc. Pension Plan (MA) 105 · 0 off
Charles R. Drew University of Medicine and Science Money Purchase Pension Plan (CA) 105 · 0 off
DC Pension Plan for Employees of Legal Services of the Hudson Valley (NY) 105 · 0 off
Westside Transit Lines - a.T.U. Pension Plan (IL) 105 · 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 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).

Which Money Purchase plans cover a similar participant headcount to Bonbright Union Money Purchase Pension Plan? ▼

Among Money Purchase plans in other states, the closest by covered participants is Harvard Management Company Inc. Pension Plan in MA (105 participants, $58M 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 311063631.