ESOP · DOL Form 5500 · 2024
Bonitz, Inc. ESOP
Data updated 2026-08-06
- $72M
- Total assets
- 341
- Participants
- 88th
- Percentile by assets
- $209,941
- Avg per participant
Official DOL plan name: Bonitz, Inc. Employee Stock Ownership Plan · Sponsored by Bonitz, Inc. · North Carolina · Construction
$72M in assets, 341 participants
Bonitz, Inc.'s Bonitz, Inc. Employee Stock Ownership Plan reported $72M in total assets and 341 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- 88th percentile by assets (of 116,472 plans)
Coverage in North Carolina
Bonitz, Inc. Employee Stock Ownership Plan covers 341 participants in North Carolina, about 40% of the average North Carolina filer (state average ~846 per filing). Assets: $72M.
- $72M
- total plan assets (2024 EOY)
- 341
- covered participants
- 88th
- percentile by assets (of 116,472 plans)
- $209,941
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bonitz, Inc. Employee Stock Ownership Plan reported net income fell from $14M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Bonitz, Inc. Employee Stock Ownership Plan end-of-year assets rose from $62M in the plan year 2023 filing to $72M in the plan year 2024 filing.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 846 participants across 3,325 plans. Bonitz, Inc. Employee Stock Ownership Plan reports 341 participants - about 40% of that state average ($72M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $62M |
|---|---|
| Net Assets (End of Year) | $72M |
| Net Income | $10M |
| Employer EIN | 570835835 |
| Plan Effective Date | 1987-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bonitz, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 762 | $65M |
| 2023 | 2 | 668 | $81M |
| 2024 | 2 | 673 | $90M |
Nearby ESOP Plans in North Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
Bonitz, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust $184M · 1,396
- Ecmd, Inc. Employee Stock Ownership Plan $154M · 969
- Precision Walls, Inc. Employee Stock Ownership Plan $143M · 1,228
- State Utility Contractors, Inc. Employee Stock Ownership Plan $123M · 158
- Recore Employee Stock Ownership Plan $109M · 140
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Bonitz, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Bonitz, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
How have Bonitz, Inc. plan assets changed over time? ▼
Where does Bonitz, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Bonitz, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Bonitz, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in North Carolina. Compare plans
- Bonitz, Inc.'s sponsor-wide assets have grown 37.5% since 2022 across 3 plan years on file. More Construction 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 570835835.
Read our methodology - how this data is sourced, computed, and verified.