Department of Labor filing

BONNEY FORGE CORP

BONNEY FORGE CORP DEFERRED PROFIT SHARING PLAN FOR BARGAINING UNIT EMPLOYEES · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Aug 11, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

51filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$1,380

Reported employer contributions per active participant.

Higher than about 38% of comparable plans

#People in the filing

133

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$65 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 81% of comparable plans

↗Investment performance

Not available

Plan assets changed 13.1%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202451out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions38th percentileTypical peer $1,709 · based on 1,081 comparable plans

Lower reported administrative expense81st percentileTypical peer $180 · based on 1,089 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, BONNEY FORGE CORP reported $183,531 in employer contributions across the plan and 133 active participants. That works out to $1,380 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy85%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 1.3%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 44.1%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context51/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $183,531
Participant contributions: $247,613
Other contributions: $199,007
Employer share of reported contributions: 42.6%
Beginning assets: $3,361,755
Ending assets: $3,802,627
Ending net assets: $3,505,816
Ending liabilities: $296,811
Total income: $999,837
Total expenses: $733,231
Administrative expenses: $10,523
Participant loans: $147,060

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,398

2023

$1,363

2024

$1,380

Plan-paid administrative expenses per participant

2022

$45

2023

$71

2024

$65

Active participants

2022

130

2023

134

2024

133

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,380	133	3.8M	20250811085812NAL0020297266001
2023	$1,363	134	3.4M	20240913101527NAL0016786272001
2022	$1,398	130	2.9M	20231013153244NAL0022242179001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 3.9%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 232308673-003

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2004
Industry: Industry group 332
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2J2K2F2G2S2T3H3D2E

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

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Filing ACK_ID20250811085812NAL0020297266001

Data sourceDOL Form 5500 bulk data ↗

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