Bonney Forge 401(k) match, vesting and fees
What Bonney Forge's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Rkl, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,042 defined-contribution plans in manufacturing with 100 to 499 participants.
| Bonney Forge: employer contribution per participant | $2,260 | |
| Peer median | $1,962 |
| Bonney Forge: average balance | $123,948 | |
| Peer median | $75,225 |
| Bonney Forge: admin expenses ÷ assets | 0.23% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $21.6M at the end of plan year 2021 to $25.2M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 234 | $25.2M | $459K | $2,260 | 0.23% | Not published | Form 5500 ↗ |
| 2024 | 234 | $21.5M | $454K | $2,272 | 0.23% | Not published | Form 5500 ↗ |
| 2023 | 221 | $20.1M | $412K | $2,148 | 0.23% | Not published | Form 5500 ↗ |
| 2022 | 219 | $17.8M | $399K | $2,296 | 0.14% | Not published | Form 5500 ↗ |
| 2021 | 235 | $21.6M | $378K | $1,892 | <0.01% | Not published | Form 5500 ↗ |
Other Bonney Forge plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Bonney Forge Corp Deferred Profit Sharing Plan for Bargaining Unit Employees
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Rkl LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Bonney Forge Corp. Pension Plan for Employees of Huntingdon Machine Usw Local 6521
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Bonney Forge match 401(k) contributions?
The match terms for the Bonney Forge Corp Deferred Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $459K in employer contributions, about $2,260 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bonney Forge 401(k) match vested?
The vesting schedule for the Bonney Forge Corp Deferred Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bonney Forge 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Bonney Forge Corp.
I left Bonney Forge. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bonney Forge Corp, (814) 542-2545) or the recordkeeper, Fidelity Investments Institutional. The Bonney Forge old 401(k) page lists the contacts from every plan filing. Find an old Bonney Forge 401(k)
Data from the public Form 5500 annual reports Bonney Forge filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Bonney Forge. Not financial advice. Report a correction · Methodology