401(k) · DOL Form 5500 · 2024

Bonita House, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
71
Participants Small participant base
39th
Percentile by assets National rank
$60,377
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Bonita House, Inc. · Sponsored by Bonita House, Inc. · California · Healthcare & Social Assistance

$4M in assets, 71 participants

Bonita House, Inc.'s 403(b) Thrift Plan for Employees of Bonita House, Inc. reported $4M in total assets and 71 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,017 in Healthcare & Social Assistance (16,916 peers)

Bonita House, Inc. multi-year trail

Bonita House, Inc.'s plans moved +24.1% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan for Employees of Bonita House, Inc. at $4M / 71 participants.

#7,017
in Healthcare & Social Assistance (16,916 peers)
+18.3%
assets growth YoY

403(b) Thrift Plan for Employees of Bonita House, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Employees of Bonita House, Inc. vs every filed plan by assets

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

$4,286,744 39th percentile higher than 39% 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

403(b) Thrift Plan for Employees of Bonita House, Inc. among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for Employees of Bonita House, Inc. is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan for Employees of Bonita House, Inc. reported net income rose from $172K in the plan year 2023 filing to $662K in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of Bonita House, Inc. end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of Bonita House, Inc. reported participants rose from 69 in the plan year 2023 filing to 71 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 941735133 · Bonita House, Inc. PY 2024 · 401(k)

403(b) Thrift Plan for Employees of Bonita House, Inc. · $4M · 71 · 39th

  • PCT $4M
  • PCT 71
  • PCT 39th
  • PCT 401(k)
  • PCT near Center for Social Change, Inc. Safe Harbor 401(k) Plan
  • PCT ind #7017

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 Healthcare & Social Assistance retirement plans → · Plans in California →

403(b) Thrift Plan for Employees of Bonita House, Inc. in the asset neighbourhood

403(b) Thrift Plan for Employees of Bonita House, Inc.403(b) Thrift Plan for Emplo…$4MCenter for Social Change, Inc. Safe Harbor 401(k) PlanCenter for Social Change, In…$4MHigh Tower 401(k)$4MAleris 401(k) Plan for Usw, Local 7993, AshvilleAleris 401(k) Plan for Usw, …$4MNicolas Rich, Jr., M.D., F.a.a.P., P.a. Profit Sharing Plan and TrustNicolas Rich, Jr., M.D., F.a…$4M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Bonita House, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bonita House, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bonita House, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 24.146575267088913% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.45M $4.29M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 51 $3M
2023 1 69 $4M
2024 1 71 $4M

Bonita House, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$662K
Employer EIN941735133
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan for Employees of Bonita House, Inc. vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Bonita House, Inc., Total assets ($B): 0.004286744 · Participants: 71403(b) Thrift Plan for Employees of Bonita House, Inc.Google LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
403(b) Thrift Plan for Employees of Bonita House, Inc. vs. nearby 401(k) plans in California, assets vs. participants
Compare 403(b) Thrift Plan for Employees of Bonita House, Inc. side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Bonita House, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Center for Social Change, Inc. Safe Harbor 401(k) Plan in MD ($4M); by covered participants it is Council of Chief State School Officers 401(k) and Profit Sharing Plan in DC (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 403(b) Thrift Plan for Employees of Bonita House, Inc. assets move in 2024? ▼
403(b) Thrift Plan for Employees of Bonita House, Inc. grew sharply - up 18.3% during 2024, from $4M to $4M. Reported net income was $662K.
How have Bonita House, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bonita House, Inc.'s sponsor-wide assets grew 24.1%, from $3M to $4M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of Bonita House, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Center for Social Change, Inc. Safe Harbor 401(k) Plan in MD ($4M, 267 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Bonita House, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Council of Chief State School Officers 401(k) and Profit Sharing Plan in DC (71 participants, $21M 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 941735133.

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.