ESOP · DOL Form 5500 · 2024

Bonitz, Inc. ESOP

Data updated 2026-08-25

$72M
Total assets Below avg plan size
341
Participants Below avg headcount
88th
Percentile by assets National rank
$209,941
Avg per participant Above avg balance/head
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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.

  • #7,762 in Construction (9,039 peers)

Coverage in North Carolina

Bonitz, Inc. Employee Stock Ownership Plan covers 341 participants in North Carolina, about 42% of the average North Carolina filer (state average ~819 per filing). Assets: $72M.

#7,762
in Construction (9,039 peers)
+16.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Bonitz, Inc. Employee Stock Ownership Plan's outsized position by total assets

Bonitz, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$71,589,964 Top 12% higher than 88% 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

Bonitz, Inc. Employee Stock Ownership 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. Bonitz, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (341 participants).

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 570835835 · Bonitz, Inc. PY 2024 · ESOP

Bonitz, Inc. Employee Stock Ownership Plan · $72M · 341 · 88th

  • 5500 $72M
  • 5500 341
  • 5500 88th
  • 5500 ESOP
  • 5500 near Mid-Hudson Cablevision Holdings, Inc Employee Stock Ownership Plan
  • 5500 ind #7762

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 What is an ESOP? → · Plans in North Carolina →

Bonitz, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Triad Manufacturing, Inc. Employee Stock Ownership PlanTriad Manufacturing, Inc. Em…$72MHolloman Corporation Employee Stock Ownership PlanHolloman Corporation Employe…$72MMid-Hudson Cablevision Holdings, Inc Employee Stock Ownership PlanMid-Hudson Cablevision Holdi…$72MBonitz, Inc. Employee Stock Ownership PlanBonitz, Inc. Employee Stock …$72MESOP of Umb$71M
End-of-year total assets ($M) among Bonitz, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$72M
Net Income$10M
Employer EIN570835835
Plan Effective Date1987-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bonitz, Inc.)

Sponsor-wide plan assets over time

All Bonitz, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$90M 37.492904330528134% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $65.4M $89.9M ▲ +37.5%
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 Scatter plot of 6 data points. 050010001500 50100150200 Total assets ($M) Participants Bonitz, Inc. Employee Stock Ownership Plan, Total assets ($M): 71.589964 · Participants: 341Bonitz, Inc. Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 184.02736 · Participants: 1396Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 153.55178 · Participants: 969Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.430717 · Participants: 1228Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 132.702062 · Participants: 279Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 123.497988 · Participants: 158State Utility Contractors, Inc. Employee Stock Ownership Plan
Bonitz, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Bonitz, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Bonitz, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Mid-Hudson Cablevision Holdings, Inc Employee Stock Ownership Plan in NY ($72M); by covered participants it is Midwestern Mechanical Employee Stock Ownership Plan in SD (341 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (341 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 Bonitz, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Bonitz, Inc. Employee Stock Ownership Plan grew sharply - up 16.2% during 2024, from $62M to $72M. Reported net income was $10M.
How have Bonitz, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bonitz, Inc.'s sponsor-wide assets grew 37.5%, from $65M to $90M.
Where does Bonitz, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Bonitz, Inc. Employee Stock Ownership Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Bonitz, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mid-Hudson Cablevision Holdings, Inc Employee Stock Ownership Plan in NY ($72M, 93 participants).
Which ESOP plans cover a similar participant headcount to Bonitz, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Midwestern Mechanical Employee Stock Ownership Plan in SD (341 participants, $3M 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 570835835.

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.